Investment Advisor | Pittsburgh, Pennsylvania

Reference Number: DW6499
Location: Pittsburgh, Pennsylvania

Judson Group has partnered with a comprehensive, fee-only wealth management firm in the search for an Investment Advisor. This individual will support the firm’s Senior Advisors in serving clients and the creation of financial plans. The ideal candidate will have experience preparing financial planning recommendations, participating in client meetings and a general understanding of investments and portfolio management. This individual will also be responsible for research and manager/fund due diligence. This position does offer a career path to become a Senior Advisor.

Responsibilities:

  • Attend client meetings with advisors and complete meeting follow-ups
  • Analyze client data to develop and prepare financial plans
  • Assist in writing financial plan observations and recommendations
  • Conduct research to support portfolio management process and client requests, including investment and economic research
  • Prepare for investment committee meetings and participate as an active member of committee

Requirements:

  • BA/BS Degree; Registered Paraplanner and or CFP/currently enrolled in CFP certification program preferred
  • 5+ years of financial services experience
  • Experience working with financial planning software and Morningstar Direct
  • Knowledge of the financial planning process, related services and client servicing needs
  • Knowledge of investments and portfolio management fundamentals
  • 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:
Competitive compensation and benefits package

Location:
Pittsburgh, Pennsylvania

Reference Number: DW6499

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