Reference Number: HRJ7221
Location: Chicago, Illinois
Judson Group has partnered with a successful investment advisory firm that currently manages over $7B in client assets in the search for an Associate Wealth Planner. This individual will be supporting the firm’s senior team members with financial planning responsibilities, providing client-centric financial analyses and recommendations to UHNW clients. The ideal candidate will have experience handling complex client transactions, preparing financial planning documents and recommendations, and providing superior client service. This is a great role for someone looking to partner with a strong business developer to help service UHNW clients with a planning focus.
Responsibilities:
- Work directly with a firm principal to support a book of UHNW clients
- Work with various financial planning team members to understand client goals
- Analyze client data to understand trends and develop and assist in preparation of financial plans and recommendations based on findings
- Prepare for and participate in client meetings; document and execute meeting follow-up as appropriate
- Assist in managing client portfolios including preparing asset allocation charts and executing trades
- Serve as primary point of contact when lead advisor is unavailable; handle day-to-day client service tasks
Requirements:
- BA/BS Degree; CFP highly preferred
- 5+ years of wealth management experience
- Strong understanding of financial planning concepts
- 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:
Competitive compensation, bonus, and benefits package
Location:
Chicago, Illinois
Reference Number: HRJ7221
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