Reference Number: HRJ7887
Location: Los Angeles, California

Judson Group is proud to partner with a highly respected $60B RIA in search of an exceptional Associate Client Advisor – Wealth Management to join its growing team. This is an exciting opportunity to work alongside seasoned advisors and investment professionals supporting the complex financial needs of ultra-high-net-worth clients.

In this role, you will play a key part in delivering a sophisticated and highly personalized client experience by helping implement investment strategies, coordinating portfolio administration, and partnering with internal and external professionals across tax, estate, and financial planning disciplines. The ideal candidate is proactive, detail-oriented, intellectually curious, and passionate about providing best-in-class client service in a collaborative and fast-paced environment.

Why You’ll Love This Role:

• Gain exposure to sophisticated investment strategies and comprehensive wealth planning for ultra-high-net-worth individuals and families.
• Work closely with experienced advisors and industry professionals in a highly collaborative team environment.
• Enjoy meaningful client interaction and the opportunity to make a direct impact on the client experience.
• Benefit from a flexible hybrid work model that supports both collaboration and work-life balance.
• Build your long-term career within a dynamic organization that values professional growth, development, and continuous learning.

What You’ll Be Doing:

• Support the implementation and ongoing management of customized investment and strategic financial plans for ultra-high-net-worth clients.
• Coordinate account openings, transfers, and portfolio administration with accuracy and efficiency.
• Prepare polished client presentations, reporting packages, and meeting materials tailored to client objectives.
• Monitor portfolios to ensure alignment with target asset allocations, investment guidelines, and client goals.
• Assist with trading support, transaction tracking, and investment-related operational activities.
• Serve as a trusted point of contact for client requests, delivering responsive and high-touch service.
• Partner with tax advisors, estate planners, and other external professionals to support comprehensive wealth planning strategies.
• Contribute to special projects, analyses, and process improvement initiatives designed to enhance the client experience and operational excellence.
• Maintain strict confidentiality and ensure all activities adhere to firm policies and regulatory requirements.

What We’re Looking For:

• Bachelor’s degree in Finance, Economics, or a related field.
• 4–7 years of relevant experience within wealth management, investment management, private banking, or financial services.
• Demonstrated interest in pursuing advanced certifications such as the CFA, CFP, or related designations preferred.
• Strong technical proficiency in Microsoft Office Suite, particularly Excel and PowerPoint; experience with platforms such as Addepar or RedBlack is a plus.
• Exceptional organizational skills with the ability to manage multiple priorities and deadlines effectively.
• Strong analytical and problem-solving abilities with a meticulous attention to detail.
• Excellent written and verbal communication skills with a polished and professional presence.
• Self-motivated, collaborative, and adaptable with the ability to thrive in an entrepreneurial and client-focused environment.

Compensation & Benefits:

• Competitive base salary + bonus.
• Comprehensive benefits package.

Reference Number: HRJ7887
Location: Los Angeles, California