Senior Wealth Advisor & Beachwood Office Leader
Judson Group
Judson Group is seeking an SVP, Lead Wealth Advisor to join its Beachwood, Ohio office. You’ll step into an established client base of 40-50 clients and work with a collaborative team to grow into local leadership within 18-24 months. You’ll provide comprehensive wealth management, including investments, retirement, tax and estate planning, while mentoring advisors and expanding client relationships through referrals and community involvement. #J-18808-Ljbffr Judson Group
Vacancy posted 4 days ago
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