Wealth Advisor: HNW Client Strategy & Growth Lead

Judson Group; Grand Rapids (MI); Presencial; USD 110 000 - 210 000; Tempo integral

Resumo da oferta

A private investment firm in Grand Rapids is seeking a Wealth Advisor to serve high-net-worth individuals and families. This role involves delivering custom wealth plans, guiding clients in complex financial decisions, and nurturing long-term relationships. The ideal candidate will have at least 5 years of experience, a Bachelor's degree in Finance, and strong interpersonal skills. The firm values contributions in a collaborative environment.

Qualificações

• 5+ years of experience serving high-net-worth clients including relationship management.
• Strong knowledge of taxation related to wealth management.
• Exceptional interpersonal skills to build long-term client relationships.

Responsabilidades

• Deliver comprehensive, customized wealth plans for affluent clients.
• Guide clients through complex financial decisions with informed strategies.
• Source and cultivate new client relationships through prospecting.

Conhecimentos

Relationship management

Consultative sales

Analytical skills

Communication skills

Negotiation skills

Formação académica

Bachelor's degree in Finance or related field

Advanced degree or professional certification

Descrição da oferta de emprego

A private investment firm in Grand Rapids is seeking a Wealth Advisor to serve high-net-worth individuals and families. This role involves delivering custom wealth plans, guiding clients in complex financial decisions, and nurturing long-term relationships. The ideal candidate will have at least 5 years of experience, a Bachelor's degree in Finance, and strong interpersonal skills. The firm values contributions in a collaborative environment.