Associate Wealth Manager

2 days ago

boca raton, United States Judson Group Full time

Judson Group has partnered with a $19B+ AUM RIA with a national presence in the search for an Associate Wealth Manager. This individual will be helping grow the firm. The ideal candidate will have experience handling complex client transactions, implementing investment and financial planning recommendations, supporting client meetings, and participating in business development.


This is a fantastic opportunity for an advisor early in their career looking to grow their career with a rapidly expanding firm. There is tremendous ability for growth in both the medium and long term for the individual who fills this role.


Responsibilities:

  • Serve as a point of contact for the wealth manager’s client base by anticipating client needs, resolving inquiries, and cultivating deep relationships through superior client service.
  • Assist wealth managers with investment analysis, retirement/cash flow projections, research, tax planning, and implementation of recommendations as needed.
  • Create client presentations and assist with client meetings.
  • Handle client-related requests and account service inquiries.
  • Organize and analyze financial data received from new and existing clients.
  • Monitor client portfolios and communicate updates and recommendations.
  • Execute and reconcile trades as directed by the senior wealth managers.
  • Assist clients with implementation of recommended and agreed-upon strategies.


Requirements:

  • BA/BS degree required; Master’s degree preferred.
  • 3-5 years of client-facing experience with an RIA or similar firm.
  • CFP or CFP track highly preferred.
  • Financial planning experience a plus.
  • Experience with CRM, financial planning software, and portfolio accounting software.
  • Organized and detail oriented while managing and prioritizing multiple tasks simultaneously.
  • Able to work under pressure and meet deadlines in a fast-paced, demanding environment.


Compensation & Benefits:

Competitive compensation, career path, bonus, and benefits package.


Location: Boca Raton, Florida

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