Associate Wealth Advisor

2 weeks ago

Westport, United States Judson Group Full time

Judson Group has been retained by a growing wealth management firm, with a national reputation, in the search for an Associate Wealth Advisor – CFP to develop and manage client relationships. The ideal candidate will be growth-minded with a desire to do some outbound client development activities, but business development would not be their primary function. A strong planning acumen is a must.


This role will allow the person to develop into the Head of Planning for the firm over time.


Responsibilities:

  • Assist with the planning efforts of the firm.
  • Maintain client communication and share relevant information about market updates to may affect their investments.
  • Advise clients on a variety of financial matters including preparation of individualized wealth management plans.
  • Prepare client financial plans and documents for client meetings.
  • Attend client meetings and develop and maintain long-term client relationships.
  • Growth mindset.


Requirements:

  • 3-5 years of direct experience in a planning role.
  • CFP Required.
  • Series 65
  • Desired traits include client service mentality, self-starter, and sense of urgency.
  • Exceptional communication and presentation skills.


Compensation: Attractive compensation package including base salary, bonus, and benefits


Location: Westport, Connecticut

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