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Managing Director / Lead Advisor
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- Managing Director/Lead Advisor | Atlanta, Georgia (Buckhead) Reference Number: HRJ7335
- Judson Group has partnered with a privately held wealth management firm with an excess of $10B AUM in the search for a Managing Director/Lead Advisor focused on working with clients with complex planning needs.
- The ideal candidate has a strong investment background, knowledge of UHNW wealth planning strategies, and a proven track record of business development.
- The Managing Director will be responsible for maintaining assigned client relationships and also growing his or her client base through both client referrals and external networking.
- Responsible for satisfaction and retention of the firm’s wealth management clients.
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