Senior Wealth Advisor
Company: The Judson Group
Location: Redwood City
Posted on: May 21, 2023
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Job Description:
Reference Number: HRJ7405
Location: Redwood City, California Judson Group has been retained
by a growing independently held RIA in the search for a Senior
Wealth Advisor. This individual over time will join an established
team and begin to take over 80-100 existing client relationships
with financial planning responsibilities. The Senior Wealth Advisor
will not have to develop their own client base as most new business
comes via client referral. As such, a focus on white glove service
is crucial.The ideal candidate will have experience handling
complex client transactions, implementing investment and financial
planning recommendations, conducting client meetings, closing on
client referrals, and ensuring top-notch client
service.Responsibilities:
Keywords: The Judson Group, Redwood City , Senior Wealth Advisor, Accounting, Auditing , Redwood City, California
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