Associate Wealth Manager | Edina, Minnesota

Reference Number: HRJ6519
Location: Edina, Minnesota

Judson Group has partnered with a comprehensive fee-only wealth management firm in the search for an Associate Wealth Manager. The Associate Wealth Manager will be responsible for supporting more senor advisory team members in the identification, analysis, and implementation of planning strategies.

The ideal candidate has some relevant wealth management experience and a desire to grow his/her career as an Advisor.

Responsibilities:

  • In collaboration with a Lead Wealth Manager, support client relationships in terms of day-to-day client communication.
  • Support identification, analysis, and implementation of planning strategies, risks, and opportunities including retirement planning, tax planning, estate planning, cash flow planning, asset protection, etc.
  • Coordinate opening new client accounts, asset transfers, beneficiary changes and other client information updates.
  • Prepare and maintain client reports including balance sheets, cash flow statements, etc.
  • Responsible for satisfaction and retention of the firm’s wealth management clients.

Requirements:

  • 2+ years of wealth experience in a client-facing role.
  • Bachelor’s degree; CFP designation or on track to earn CFP highly preferred.
  • Experience with various planning components including retirement planning, tax planning, estate planning, cash flow planning, asset protection, and/or investment planning highly preferred.
  • Organized and detail oriented while managing and prioritizing multiple tasks simultaneously.

Compensation:
Competitive base salary, strong incentive program, and attractive benefits

Location:
Edina, Minnesota

Reference Number: HRJ6519

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