Associate Wealth Advisor

2 weeks 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 firm’s 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: Bachelor’s 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.

#J-18808-Ljbffr

  • Investment Services Client Representative

    1 week ago

    Deerfield, United States Kestra Financial Independent Advisor Full time

    Job DescriptionJob DescriptionHere at David A. Marcus and Associates, Inc., we have been helping our clients protect their current wealth and create long-term financial plans for more than 35 years. In addition to providing clients with a well designed strategy to help them achieve their own goals, our firm also specializes in corporate benefits and estate...

  • Investment Services Client Representative

    Found in: Resume Library US A2 - 2 weeks ago

    Deerfield, Illinois, United States Kestra Financial Independent Advisor Full time

    Here at David A. Marcus and Associates, Inc., we have been helping our clients protect their current wealth and create long-term financial plans for more than 35 years. In addition to providing clients with a well designed strategy to help them achieve their own goals, our firm also specializes in corporate benefits and estate planning. Being a "full...

  • Health Account Manager

    3 weeks ago

    Deerfield, United States Kestra Financial Independent Advisor Full time

    Job DescriptionJob DescriptionHere at David A. Marcus and Associates, Inc., we have been helping our clients protect their current wealth and create long-term financial plans for more than 35 years. In addition to providing clients with a well designed strategy to help them achieve their own goals, our firm also specializes in corporate benefits and estate...

  • Health Account Manager

    Found in: Resume Library US A2 - 3 weeks ago

    Deerfield, Illinois, United States Kestra Financial Independent Advisor Full time

    Here at David A. Marcus and Associates, Inc., we have been helping our clients protect their current wealth and create long-term financial plans for more than 35 years. In addition to providing clients with a well designed strategy to help them achieve their own goals, our firm also specializes in corporate benefits and estate planning. Being a "full...

  • Investment Services Client Representative

    6 days ago

    Deerfield, United States Kestra Financial Full time

    Here at David A. Marcus and Associates, Inc., we have been helping our clients protect their current wealth and create long-term financial plans for more than 35 years. In addition to providing clients with a well designed strategy to help them achieve their own goals, our firm also specializes in corporate benefits and estate planning. Being a 'full...

  • Investment Services Client Representative

    2 weeks ago

    Deerfield, United States Kestra Financial Full time

    Here at David A. Marcus and Associates, Inc., we have been helping our clients protect their current wealth and create long-term financial plans for more than 35 years. In addition to providing clients with a well designed strategy to help them achieve their own goals, our firm also specializes in corporate benefits and estate planning. Being a "full...

  • Investment Services Client Representative

    2 weeks ago

    Deerfield, United States Kestra Financial Full time

    Here at David A. Marcus and Associates, Inc., we have been helping our clients protect their current wealth and create long-term financial plans for more than 35 years. In addition to providing clients with a well designed strategy to help them achieve their own goals, our firm also specializes in corporate benefits and estate planning. Being a "full...

  • Investment Services Client Representative

    Found in: Appcast Linkedin GBL C2 - 3 weeks ago

    Deerfield, United States Kestra Financial Full time

    Here at David A. Marcus and Associates, Inc., we have been helping our clients protect their current wealth and create long-term financial plans for more than 35 years. In addition to providing clients with a well designed strategy to help them achieve their own goals, our firm also specializes in corporate benefits and estate planning. Being a "full...

  • Health Account Manager

    Found in: Appcast Linkedin GBL C2 - 3 weeks ago

    Deerfield, United States Kestra Financial Full time

    Here at David A. Marcus and Associates, Inc., we have been helping our clients protect their current wealth and create long-term financial plans for more than 35 years. In addition to providing clients with a well designed strategy to help them achieve their own goals, our firm also specializes in corporate benefits and estate planning. Being a "full...

  • Physician Advisor-Administration-FT-BHN #7030

    1 day ago

    Deerfield Beach, United States Broward Health Full time

    Broward Health North Shift: Shift 1 FTE: 1.000000 Provides leadership, in collaboration with the Regional Chief Financial Officer, to facilitate optimal utilization of resources. Promotes understanding and cooperation between the physicians and Region through communication, collaboration and education. Facilitates improvements in clinical practice to...

  • Senior Staff Accountant

    1 week ago

    Deerfield, United States Ptclwg Full time

    Inspiring People - Impactful Experiences If there was one common theme to describe what our team members get from a career with Envista Forensics , it’s: An Experience. Envista prides itself on being One Company/One Team . Forensic Consulting relies on scientific principles to investigate all types of failures impacting service, people, and business...

  • Senior Staff Accountant

    2 weeks ago

    Deerfield, United States CareerBuilder Full time

    Inspiring People - Impactful Experiences If there was one common theme to describe what our team members get from a career with Envista Forensics , its: An Experience. Envista prides itself on being One Company/One Team . Forensic Consulting relies on scientific principles to investigate all types of failures impacting service, people, and business...

  • Software Development Manager

    1 week ago

    Deerfield, United States CHAMPRO Full time

    Job DescriptionJob DescriptionAbout Us:Champro® is a privately-owned sporting goods and apparel manufacturer that has been in business for 30+ years. We deliver high-value, traditional & innovative athletic equipment and apparel via outstanding, integrity-driven customer service. Our business philosophy is focused on our customers and we take pride in...

  • Director, Analytics

    5 days ago

    Deerfield Beach, United States Jmfamily Full time

    This Director, Analytics will work in the Analytics Department of Southeast Toyota Finance (SETF), a division of JM Family Enterprises, and will be responsible for guiding a team of Data Scientists to develop solutions that drive improved efficiency and quantify portfolio performance in the areas of credit risk, residual risk, collection, and recovery. The...

  • Director, Analytics

    6 days ago

    Deerfield Beach, United States Jmfamily Full time

    This Director, Analytics will work in the Analytics Department of Southeast Toyota Finance (SETF), a division of JM Family Enterprises, and will be responsible for guiding a team of Data Scientists to develop solutions that drive improved efficiency and quantify portfolio performance in the areas of credit risk, residual risk, collection, and recovery. The...

  • PHYSICIAN ADVISOR-ADMINISTRATION-FT-BHN #7030

    Found in: Careerbuilder One Red US C2 - 21 hours ago

    Deerfield Beach, FL 33442, USA, United States Broward Health Full time

    Broward Health NorthShift: Shift 1FTE: 1.000000Provides leadership, in collaboration with the Regional Chief Financial Officer, to facilitate optimal utilization of resources. Promotes understanding and cooperation between the physicians and Region through communication, collaboration and education. Facilitates improvements in clinical practice to achieve...