What are the responsibilities and job description for the Wealth Manager position at Judson Group?
Judson Group has partnered with a $19B AUM RIA with a national presence in the search for a Wealth Manager . This individual will be helping grow the firm and will have a long-term leadership / opportunity. The ideal candidate will have experience handling complex client transactions, implementing investment and financial planning recommendations, leading client meetings, and participating in business development.
This is a fantastic opportunity for an advisor with strong client facing skills to grow their career with a rapidly expanding firm. There is tremendous ability for growth in both the medium and long term for the individual who fills this role.
Responsibilities :
- Serve as a primary point of contact for the senior wealth manager’s client base by anticipating client needs, resolving inquiries, and cultivating deep relationships through superior client service.
- Assist senior wealth managers with investment analysis, retirement / cash flow projections, research, tax planning, and implementation of recommendations as needed.
- Create client presentations and assist with client meetings.
- Handle client-related requests and account service inquiries.
- Organize and analyze financial data received from new and existing clients.
- Monitor client portfolios and communicate updates and recommendations.
- Execute and reconcile trades as directed by the senior wealth managers.
- Assist clients with implementation of recommended and agreed-upon strategies.
Requirements :
Compensation :
Competitive compensation, career path, bonus, and benefits package.
Location :
Mequon, Wisconsin (Hybrid)
