Reference Number: HRJ7507
Location: Chicago, Illinois

Judson Group has partnered with a successful investment advisory firm that currently manages over $5B in client assets in the search for an Associate Wealth Advisor – CFP. This individual will be part of a centralized planning team supporting the firm’s advisory 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 team to help service UHNW clients with a planning focus.

Responsibilities:

• Work directly with advisory staff to support financial planning needs for UHNW clients
• Work with various financial planning team members to understand client goals
• Support the execution of wealth planning deliverables to clients
• 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

Requirements:

• BA/BS Degree; CFP or CFA required
• 5+ years of wealth management experience
• Familiarity with MoneyGuidePro or comparable wealth planning technology
• 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: HRJ7507