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Vice President, Wealth Advisor

Company: The Judson Group
Location: Seattle
Posted on: February 24, 2021

Job 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 Judson Group1059 Wealthy Street SE, Suite 201 Grand Rapids, MI 49506

Keywords: The Judson Group, Seattle , Vice President, Wealth Advisor, Executive , Seattle, Washington

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