Support Advisor | Glenview, Illinois

Reference Number: HRJ6588
Location: Glenview, Illinois

Judson Group has been retained by a successful RIA in the search for a Support Advisor. This individual will be in a client-facing role providing support to Advisors. The ideal candidate will have experience handling client transactions, participating in client meetings, and providing a top-notch client service experience.

Responsibilities:

  • Assist Advisors with various client service and project management objectives.
  • Manage account administration, cashiering, and documentation for assigned clients.
  • Build and maintain client relationships in partnership with the Advisors.
  • Attend meetings held by Advisors with clients and prospects.
  • Prepare and review client performance reports.
  • Work with clients to ensure action items are thoroughly executed and documented.
  • Assistant with Advisors’ business development efforts.

Requirements:

  • Bachelor’s degree required; CFA or CFP track highly preferred.
  • 2+ years’ experience with a family office or RIA.
  • Familiarity with wealth management and personal investments.
  • Experience with CRM, financial planning software, and portfolio accounting software.
  • Organized and detail oriented while managing and prioritizing multiple tasks simultaneously.

Compensation & Benefits:
Competitive compensation, bonus, and benefits package.

Location:

Glenview, Illinois

Reference Number: HRJ6588

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