Investment Advisor | Birmingham, Michigan

Reference Number: HRJ6592
Location: Birmingham, Michigan

Judson Group has been retained by a growing RIA in the search for an Investment Advisor. This individual will have client facing responsibilities including client meeting preparation, account administration, and client communications. The ideal candidate will have experience handling client transactions, implementing investment and financial planning recommendations, and participating in client meetings. This individual will be working with other investment advisors and managing directors.

Responsibilities:

  • Manage account administration, cashiering, and documentation for assigned clients.
  • Build and maintain client relationships.
  • Attend meetings with clients and prospects.
  • Prepare and review client performance reports.
  • Work with clients to ensure action items are thoroughly executed and documented.
  • Assist with managing director’s business development efforts.

Requirements:

  • Bachelor’s degree required; CFA or CFP highly preferred.
  • 5-7 years’ experience with a family office or RIA.
  • Life and health insurance license/Series 65 both preferred; however, if not, it is required one obtain such upon hire. The cost of licensing and fees will be reimbursed when successfully completed during the assigned time-frame.
  • 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:
Competitive compensation and benefits package

Location:
Birmingham, Michigan

Reference Number: HRJ6592

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