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Associate Wealth Advisor

2 months ago

Deerfield, United States The Judson Group Full time

Judson Group has been retained by a growing RIA in their search for an Associate Wealth Advisor. This individual will support the firms lead advisors by taking over existing client relationships and assisting new client relationships. They will be responsible for developing financial plans, managing client relationships, reviewing portfolio performance with clients, and performing research regarding complex client issues.

The ideal candidate has 4+ 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 should have strong client facing skills. There is tremendous ability for growth in both the medium and long term for the individual who fills this role; they will be on the path to becoming a Lead Advisor over time.

Responsibilities:

  • Participate in all client meetings, leading when appropriate.
  • Handle client-related requests and account service inquiries without advisor input.
  • For new clients, assist with data collection and input into financial planning software.
  • Organize and analyze financial data received from new and existing clients.
  • Formulate financial plans and strategies for clients (give advice).
  • Assist clients with implementation of recommended and agreed-upon strategies.
  • Generate reports and other deliverables for both client-facing and back-office needs.
  • Work together to transfer existing clients, freeing up senior team members to continue to drive growth and direction of the firm.

Requirements:

  • Bachelors Degree required; CFP or CFP track highly preferred.
  • Experience developing, positioning, and presenting comprehensive financial planning strategies in an easy-to-understand manner to clients required.
  • Ability to provide high level of authentic service and compassion to client relationships.
  • Previous experience inputting and managing client case work within CRM database.
  • Ability to work independently and collaborate/communicate well in a team environment.

Compensation: Highly competitive compensation package with base salary, bonus, and strong benefits.

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