Associate Advisor | Atlanta, Georgia

Reference Number: KL6676
Location: Atlanta, GA

Judson Group has partnered with a highly regarded independent wealth management firm in the search for an Associate Advisor. The firm is well respected for their commitment to building client relationships and providing expertise and solutions to meet client needs. This candidate will have the unique role of providing technical and client relationship management support to the Principals and Advisors of the firm. This role will garner more client facing experience over time.

Responsibilities:

  • Works cohesively with the Principals, anticipating their needs and delivering solutions
  • Build and maintain client relationships in partnership with the Principals
  • Attend all meetings held by the Principal with clients and prospects
  • Work with clients to ensure action items are thoroughly executed and documented
  • Gather client data including financial constraints and goals
  • Review and analyze statements and other financial documents provided by clients

Requirements:

  • 3+ years of financial planning, family office, tax, or investment work with high net worth families
  • Bachelor’s degree
  • CFP or current enrollment in CFP program desirable
  • Strong attention to detail, poised, organized, and keen sense of urgency
  • Exceptional communication and presentation skills
  • Strong Excel skills and experience with Microsoft Office products

Compensation:

Commensurate with experience. Excellent base salary and benefits package.

Location: Atlanta, Georgia

Reference Number: KL6676

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