Senior Wealth Advisor & Growth Leader

Judson Group; Bellevue (WA); Híbrido; USD 120 000 - 220 000; Tempo integral

Resumo da oferta

Judson Group partners with a growing wealth advisory practice serving high-net-worth clients. The Wealth Advisor leads client relationships, develops tailored financial plans, and grows a personal book of business while collaborating with CPAs, attorneys, and other advisors.

The role supports a holistic wealth management approach with remote flexibility and on-site work in Bellevue or Ellensburg. CFP/CFA/CPA/JD and Series 65 are preferred qualifications.

Qualificações

• 5+ years of experience as a wealth management advisor.
• Strong relationship management and communication skills.
• Demonstrated ability to grow a book of business or generate new opportunities.
• Entrepreneurial mindset with ownership and initiative.

Responsabilidades

• Lead client relationships from discovery through ongoing planning and wealth management.
• Grow personal book of business through proactive business development.
• Identify new opportunities and convert networks into lasting client relationships.
• Develop and deliver tailored financial planning for high-net-worth clients.
• Collaborate with CPAs, attorneys, and other advisors for coordinated advice.
• Stay informed on market conditions and contribute to investment strategy discussions.
• Generate ideas for prospecting events with marketing support.
• Meet or exceed revenue and client acquisition goals.
• Contribute to a high-performing, client-focused team.

Conhecimentos

Client relationships

Communication

Business development

Entrepreneurial mindset

Ownership mindset

Formação académica

CFP

CFA

CPA

JD

Ferramentas

Series 65

Descrição da oferta de emprego

Judson Group partners with a growing wealth advisory practice serving high-net-worth clients. The Wealth Advisor leads client relationships, develops tailored financial plans, and grows a personal book of business while collaborating with CPAs, attorneys, and other advisors.

The role supports a holistic wealth management approach with remote flexibility and on-site work in Bellevue or Ellensburg. CFP/CFA/CPA/JD and Series 65 are preferred qualifications.