Senior Associate | Atlanta, Georgia

Reference Number: KL6757
Location: Atlanta, Georgia

Judson Group has partnered with a highly regarded fee-only wealth management firm in the search for a Senior Associate. 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 to current and prospective clients.

Responsibilities:

  • Build and maintain client relationships.
  • Lead meetings 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.
  • Work with client support team to provide an exceptional client experience.

Requirements:

  • 5+ 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 highly 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: KL6757

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