Associate Advisor | Redwood City, California

Reference Number: HRJ6640
Location: Redwood City, California

Judson Group has been retained by a growing RIA in the search for an Associate Advisor. This individual will be supporting the firm’s Advisors with 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. The Associate Advisor role is on a career path to become an Advisor.

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; CFP track highly preferred.
  • 3+ years’ experience in wealth management.
  • 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:
Redwood City, California

Reference Number: HRJ6640

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