Associate Wealth Advisor | Indianapolis, Indiana

Reference Number: HRJ7061
Location: Indianapolis, Indiana

Judson Group has been retained by a boutique RIA in the search for an Associate Wealth Advisor. This individual will support the firm’s founder by taking over existing client relationships. This individual will be responsible for developing financial plans, managing client relationships, reviewing portfolio performance with clients, and performing research in regard to complex client issues.

The ideal candidate has 5+ years of client facing wealth management experience with a strong background in financial planning and a high attention to detail. This person will need to be a team player who has the desire/ability to work successfully in a small company environment and should have strong client facing skills.

Responsibilities:

  • Participate in all client meetings, leading when appropriate.
  • Handle client-related requests and account service inquiries without advisor input.
  • For new clients, assist PM with data collection and input into financial planning software.
  • Organize and analyze financial data received from new and existing clients.
  • Formulate financial plans and strategies for clients (give advice).
  • Assist clients with implementation of recommended and agreed-upon strategies.
  • Generate reports and other deliverables for both client-facing and back-office needs.
  • Ad hoc trading to satisfy client withdrawals and deposits.
  • Run scheduled model portfolio rebalances to ensure all client portfolios are within tolerance.
  • Embrace investment strategy of the firm and provide investment education and recommendations.
  • Work together to transfer existing clients, freeing up the founder to continue to drive growth and direction of the firm.

Requirements:

  • Bachelor’s Degree required; CFP highly preferred.
  • Experience developing, positioning, and presenting comprehensive financial planning strategies in an easy-to-understand manner to clients required.
  • Experience with RedTail CRM, eMoney, and Orion a plus.
  • Ability to provide high level of authentic service and compassion to client relationships.
  • Previous experience inputting and managing client case work within CRM database.
  • Ability to work independently and collaborate/communicate well in a team environment.

Compensation: Attractive compensation package with base salary and bonus.

Location: Indianapolis, Indiana

Reference Number: HRJ7061

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