Judson Group has been retained by a growing, top-rated RIA with over $19B in AUM in the search for a Wealth Advisor – CFP . As a client-facing role, this position will collaborate with Managing Advisors and other service team members to develop and execute on client relationship plans, aiming to enrich their lives, earn their trust, build financial plans, and deliver results. The ideal candidate will have experience in preparing sophisticated wealth management and investment strategies.
Responsibilities:
Requirements:
Compensation:
Competitive compensation and benefits package
Location: San Antonio, Texas
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