Associate Wealth Advisor | Bloomfield Hills, Michigan

Reference Number: HRJ6777
Location: Bloomfield Hills, Michigan

Judson Group has been engaged by a privately-held RIA in the search for an Associate Wealth Advisor. This person provides technical support for all Wealth Advisors by participating in client meetings, assisting with the development of investment and financial planning strategies, and performing research in regard to complex client issues.

The ideal candidate has 2+ years of wealth management experience, an ability to multi-task, manage time effectively, and prioritize. This person will need to be a team player, with strong leadership skills who has the desire/ability to work successfully in a small company environment where it is expected that you will wear many hats with varied responsibilities.

Duties and Responsibilities:

  • Client relationship management for clients, including ongoing and regular client contact and communications.
  • Client service, including client meeting preparation, portfolio changes and reviews, information data gathering, implementation of recommendations, account service and maintenance.
  • Comprehensive financial planning including coordination of asset management, estate planning, and risk management.
  • Assisting with Client asset management, including coordination of complete financial planning and wealth management (analysis, estate planning, tax strategies for assets under management, and portfolio management)
  • Collaborate with clients’ CPAs, estate planning attorneys and other professionals to ensure their holistic wealth management strategies are implemented.

Requirements:

  • Bachelor’s Degree (Preferably in Accounting, Business, Finance related studies)
  • CFP track highly preferred
  • Proficiency in Microsoft Word, Excel, PowerPoint, and Outlook., as well as experience with financial planning, client relationship management (CRM), and portfolio management (PM) software preferred but not required.
  • Excellent written and oral communication skills and listening skills.
  • Detail-oriented focus and a professional demeanor.
  • Ability to recognize and empathize with a given client situation.

Compensation: Attractive compensation package with base salary and bonus.

Location: Bloomfield Hills, Michigan

Reference Number: HRJ6777

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