Current jobs related to Associate Wealth Advisor - Scottsdale - The Judson Group
-
Associate Wealth Advisor
2 months ago
Scottsdale, United States Beacon Pointe Advisors Full timeJob Description We are currently seeking qualified candidates to join Beacon Pointe Advisors as an Associate Wealth Advisor in our Dallas, Texas office. The ideal candidate will be responsible for assisting in client advisory, investment management, and administrative aspects of client service. This individual will work directly in coordination with Senior...
-
Seaside Wealth Management- Lead Wealth Advisor
3 weeks ago
Scottsdale, United States Financial Planning Association Full timeSeaside Wealth Management- Lead Wealth Advisor Seaside Wealth Management, a dynamic financial planning and wealth management firm, is seeking a Lead Wealth Advisor to assist us in our mission. We are a small, yet mighty, team and our guiding light is the service to our clients. From the person at the front desk through our firm’s owner, we go out of our...
-
Seaside Wealth Management- Lead Wealth Advisor
1 month ago
Scottsdale, United States Financial Planning Association Full timeSeaside Wealth Management- Lead Wealth Advisor Seaside Wealth Management, a dynamic financial planning and wealth management firm, is seeking a Lead Wealth Advisor to assist us in our mission. We are a small, yet mighty, team and our guiding light is the service to our clients. From the person at the front desk through our firms’ owner, we go out of our...
-
Wealth Strategist Associate
1 day ago
Scottsdale, Arizona, United States Cresset Corporation Full timeAbout Cresset CorporationCresset Corporation is a leading, independent, multi-family office, and private investment firm. Our goal is to revolutionize the way high net worth individuals experience wealth by providing access to the expertise, ideas, and investment opportunities available to the largest single-family offices and endowments. We offer highly...
-
Wealth Strategy Associate
1 week ago
Scottsdale, Arizona, United States Cresset Corporation Full timeAbout CressetCresset is a distinguished, independent multi-family office and private investment firm, committed to transforming the wealth management experience. Established with the goal of providing unparalleled access to expertise, innovative ideas, and exclusive investment opportunities typically reserved for large single-family offices and endowments,...
-
Wealth Strategy Associate
1 week ago
Scottsdale, Arizona, United States Cresset Corporation Full timeAbout CressetCresset is a distinguished, independent multi-family office and private investment firm. Established with the aim of transforming the wealth management experience, Cresset provides access to premier talent, innovative ideas, and exclusive investment opportunities typically reserved for the largest single-family offices and endowments. Our firm...
-
Wealth Strategy Associate
1 week ago
Scottsdale, Arizona, United States Cresset Corporation Full timeAbout CressetCresset is a distinguished, independent multi-family office and private investment firm. Established with the goal of transforming the wealth management experience, Cresset provides access to exceptional talent, innovative ideas, and investment opportunities typically reserved for the largest single-family offices and endowments. Our...
-
Associate, Wealth Strategist
3 weeks ago
Scottsdale, United States Cresset Corporation Full timeAbout Cresset Cresset is an award-winning, independent, multi-family office, and private investment firm. Cresset was founded with a vision to reinvent the way people experience wealth by providing access to the talent, ideas, and investment opportunities available to the largest single-family offices and endowments. We offer individuals and families a...
-
Associate, Wealth Strategist
3 weeks ago
Scottsdale, United States Cresset Full timeAbout CressetCresset is an award-winning, independent, multi-family office, and private investment firm. Cresset was founded with a vision to reinvent the way people experience wealth by providing access to the talent, ideas, and investment opportunities available to the largest single-family offices and endowments. We offer individuals and families a...
-
Associate, Wealth Strategist
2 weeks ago
Scottsdale, United States Cresset Corporation Full timeAbout Cresset Cresset is an award-winning, independent, multi-family office, and private investment firm. Cresset was founded with a vision to reinvent the way people experience wealth by providing access to the talent, ideas, and investment opportunities available to the largest single-family offices and endowments. We offer individuals and families a...
-
Associate, Wealth Strategist
3 weeks ago
Scottsdale, United States Cresset Full timeAbout CressetCresset is an award-winning, independent, multi-family office, and private investment firm. Cresset was founded with a vision to reinvent the way people experience wealth by providing access to the talent, ideas, and investment opportunities available to the largest single-family offices and endowments. We offer individuals and families a...
-
Associate, Wealth Strategist
3 weeks ago
Scottsdale, United States Cresset Corporation Full timeAbout Cresset Cresset is an award-winning, independent, multi-family office, and private investment firm. Cresset was founded with a vision to reinvent the way people experience wealth by providing access to the talent, ideas, and investment opportunities available to the largest single-family offices and endowments. We offer individuals and families a...
-
Associate, Wealth Strategist
4 weeks ago
Scottsdale, United States Cresset Full timeAbout CressetCresset is an award-winning, independent, multi-family office, and private investment firm. Cresset was founded with a vision to reinvent the way people experience wealth by providing access to the talent, ideas, and investment opportunities available to the largest single-family offices and endowments. We offer individuals and families a...
-
Associate, Wealth Strategist
4 weeks ago
Scottsdale, United States Cresset Full timeAbout CressetCresset is an award-winning, independent, multi-family office, and private investment firm. Cresset was founded with a vision to reinvent the way people experience wealth by providing access to the talent, ideas, and investment opportunities available to the largest single-family offices and endowments. We offer individuals and families a...
-
Associate, Wealth Strategist
4 days ago
Scottsdale, United States Cresset Corporation Full timeAbout Cresset Cresset is an award-winning, independent, multi-family office, and private investment firm. Cresset’s goal is to reinvent the way people experience wealth by providing access to the talent, ideas, and investment opportunities available to the largest single-family offices and endowments. We offer deeply personalized wealth management,...
-
Associate, Wealth Strategist
5 days ago
scottsdale, United States Cresset Full timeAbout CressetCresset is an award-winning, independent, multi-family office, and private investment firm. Cresset’s goal is to reinvent the way people experience wealth by providing access to the talent, ideas, and investment opportunities available to the largest single-family offices and endowments. We offer deeply personalized wealth management,...
-
Associate, Wealth Strategist
1 week ago
Scottsdale, United States Cresset Full timeAbout CressetCresset is an award-winning, independent, multi-family office, and private investment firm. Cresset’s goal is to reinvent the way people experience wealth by providing access to the talent, ideas, and investment opportunities available to the largest single-family offices and endowments. We offer deeply personalized wealth management,...
-
Associate, Wealth Strategist
5 days ago
Scottsdale, United States Cresset Corporation Full timeAbout Cresset Cresset is an award-winning, independent, multi-family office, and private investment firm. Cressets goal is to reinvent the way people experience wealth by providing access to the talent, ideas, and investment opportunities available to the largest single-family offices and endowments. We offer deeply personalized wealth management, investment...
-
Junior Wealth Management Consultant
1 week ago
Scottsdale, Arizona, United States Beacon Pointe Full timeJunior Wealth Management Consultant | Scottsdale, AZWe are excited to invite skilled professionals to consider a role as a Junior Wealth Management Consultant at Beacon Pointe Advisors, located in Scottsdale, AZ. The successful candidate will play a pivotal role in supporting client advisory services, investment oversight, and the administrative functions...
-
Junior Wealth Management Consultant
1 week ago
Scottsdale, Arizona, United States Beacon Pointe Advisors Full timePosition Overview Beacon Pointe Advisors is in search of dedicated individuals to fill the role of Junior Wealth Management Consultant. This position will be based in our Scottsdale, AZ office. The selected candidate will play a crucial role in supporting client advisory services, investment oversight, and administrative functions related to client...
Associate Wealth Advisor
2 months ago
Associate Wealth Advisor | Scottsdale, Arizona
Reference Number: HRJ7283
Location: Scottsdale, Arizona
Judson Group has been retained by a growing independent advisory firm in their search for an
Associate Wealth Advisor . This individual will support the firm advisors and other team members by providing comprehensive financial planning with existing and prospective clients. They will be responsible for developing financial plans, managing client relationships, reviewing portfolio performance with clients, investment analysis, and performing research.
The ideal candidate has 3+ years of client facing wealth management experience with a strong background in financial planning and a high attention to detail. This person will need to be a team player and have strong client facing skills. This is a fantastic opportunity to work closely with a Senior Wealth Advisor and their UHNW/Family Office clients, growing down the path to advisor quickly.
Responsibilities:
Assist advisors 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.
Assist clients with implementation of recommended and agreed-upon strategies.
Work with firm team, including supporting and assisting advisors, investment strategists, and senior advisors to deliver advice and build client relationships.
Requirements:
Bachelor’s Degree required; CFP or CFP track highly preferred.
Experience working in a client-facing role.
Ability to take initiative and prioritize tasks.
Ability to work independently and collaborate/communicate well in a team environment.
Strong presentation, communication, and technology skills.
Compensation:
Highly competitive compensation package with base salary, bonus, and strong benefits.
Judson Group1059 Wealthy Street SE, Suite 201 Grand Rapids, MI 49506
#J-18808-Ljbffr
