Associate Advisor | Grand Rapids, Michigan

Reference Number: HRJ6888
Location: Grand Rapids, Michigan

Judson Group has partnered with a successful independent investment advisory and financial planning firm in the search for an Associate Advisor. This individual is responsible for working alongside a team of Senior Financial Advisors to manage the daily planning and investment activities for clients. Position offers pathway to Lead Advisor over time.

Responsibilities:

  • Build and maintain client relationships in partnership with the Senior Advisors.
  • Attend meetings held by Advisors with clients and prospects; eventually conduct solo meetings with clients as appropriate.
  • Work with clients to ensure action items are thoroughly executed and documented.
  • Gather client data including financial constraints and goals.
  • Manage account administration, cashiering, and forms for assigned clients.
  • Conduct financial planning reviews, implementing as necessary.

Requirements:

  • 5+ years of wealth management experience.
  • Bachelor’s degree required. CFP or CPA highly preferred.
  • Experience with CRM, financial planning software, and portfolio accounting software.
  • Desired traits include client service mentality, self-starter, and sense of urgency.
  • Exceptional communication and presentation skills.

Compensation: Attractive compensation package including base salary, bonus, and benefits

Location: Grand Rapids, Michigan

Reference Number: HRJ6888

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