Associate Advisor | Columbus, Ohio

Reference Number: HRJ6606
Location: Columbus, Ohio

Judson Group has partnered with a growing independently held RIA in the search for an Associate Advisor. This individual will support the firm’s Senior Advisors on client relationships while taking on lead Advisor responsibilities for new clients brought into the firm. The ideal candidate will have experience leading client relationships and some exposure to business development. There is a leadership opportunity down the road for the right candidate that is growth-oriented.

Responsibilities:

  • Lead meetings with clients and prospects.
  • Work with clients to ensure action items are thoroughly executed and documented.
  • Gather client data including financial constraints and goals.
  • Work with client support team to provide an exceptional client experience.
  • Conduct financial planning and portfolio reviews.

Requirements:

  • BA/BS degree required.
  • CFP or CFA highly desired.
  • 3+ years of experience with an investment consulting/management firm, family office, or RIA.
  • Strong financial planning experience.
  • Experience with CRM, financial planning software, and portfolio accounting software.
  • 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 & Benefits:
Competitive compensation, bonus, and benefits package.

Location:

Columbus, Ohio

Reference Number: HRJ6606

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