Jobs

    Vice President, Wealth Advisor - Washington, United States - The Judson Group

    The Judson Group
    The Judson Group Washington, United States

    1 week ago

    Default job background
    Description
    Vice President, Wealth Advisor | Seattle, Washington


    Reference Number:
    MH6920


    Location:
    Seattle, Washington

    Judson Group has been retained by a growing, privately-owned registered investment advisory firm with over $5B in AUM in the search for a

    Vice President,

    Wealth Advisor . This individual will be tasked with developing a build-out strategy for a new office in Seattle.

    They will also be responsible for developing new client relationships and advising HNW clients through comprehensive investment management and financial planning.


    Responsibilities:
    Responsible for building out new office involving new client development and COIs.
    Advise clients on a variety of financial matters including preparation of individualized wealth management, financial planning, and retirement plans.
    Responsible for thorough knowledge of client portfolios and accounts.
    Prepare client financial plans and documents for client meetings and communications.
    Lead client meetings and develop and maintain long-term client relationships.

    Requirements:
    Minimum of 5 years of experience advising clients in a lead role.
    Proven track record of successful new client business development and retention.
    CFP highly desired.
    Desired traits include client service mentality, self-starter, and sense of urgency.
    Exceptional communication and presentation skills.

    Compensation:
    Attractive compensation package including base salary, bonus, and benefits

    #J-18808-Ljbffr
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