Associate Advisor | Chicago, Illinois

Reference Number: HRJ7070
Location: Chicago, Illinois

Judson Group has partnered with a large independently held wealth management firm in the search for an Associate Advisor. This individual will be supporting the firm’s Senior Advisors with financial planning responsibilities while taking on lead client responsibilities as appropriate. The ideal candidate will have experience handling client transactions, implementing investment and financial planning recommendations, and participating in or conducting client meetings.

The ideal candidate has a couple of years of advisory track experience under his/her belt and is ready to move towards a lead advisor role by getting more involved in client relationships.

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.
  • Work with client support team to provide an exceptional client experience.

Requirements:

  • Bachelor’s Degree; advanced degree a plus.
  • CFP or at least significant progress toward certification.
  • Minimum 2 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:
Chicago, Illinois

Reference Number: HRJ7070

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