What are the responsibilities and job description for the Wealth Manager position at Judson Group?
Judson Group has been retained by a $19B RIA with a national presence in their search for a Wealth Manager. This individual will be managing and servicing client relationships. They will be responsible for managing client relationships, reviewing portfolio performance with clients, investment analysis, financial planning, and performing research regarding complex client issues.
The ideal candidate has 3 years of client-facing wealth management experience with a strong background in client servicing and a high attention to detail. This person will need to be a team player who has the desire/ability to work successfully with others and should have strong client facing skills. 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:
- Bachelor’s Degree required.
- CFP or CFA highly preferred.
- Series 65 or 66 is required or must be obtained within the timeframe determined by manager.
- 3 years’ experience in an RIA or similar firm required.
- Ability to take initiative and prioritize tasks.
- Strong Microsoft Suite skills including Excel.
- Ability to work independently and collaborate/communicate well in a team environment.
Compensation: Highly competitive compensation package with base salary, bonus, and benefits.
Location: Dallas, Texas
