Associate Wealth Advisor | New York, New York

Reference Number: MHH7252
Location: New York, New York

Judson Group has been engaged by an independent boutique wealth management firm in the search for an Associate Wealth Advisor. This individual will support Senior Wealth Advisors by participating in client meetings, support client relationships and onboarding of new clients, and ensuring a top-notch client service experience.

The ideal candidate has 3+ years of client facing wealth management experience with a strong background in financial planning. This person will need to be a team player, with strong relationship skills who has the desire/ability to work successfully in a small company environment where it is expected that you will wear many hats with varied responsibilities.

Responsibilities:

  • Work with Relationship Managers, Client Service, and Investment teams to ensure day-to-day administrative activities are completed.
  • Articulate the firm’s philosophy, approach and process to clients and prospective clients.
  • Participate in client service meetings and ensure follow up items are accomplished.
  • Troubleshoot and follow up to resolve client issues.
  • Ensure client data, notes, and communications are accurately and timely entered into CRM.
  • Assist Client Service by
  • Continue wealth education by attending sessions/courses and represent the firm at industry and community events.

Requirements:

  • Bachelor’s Degree required; advanced degree preferred.
  • CFP or progress towards CFP preferred.
  • 3+ years of experience in financial services/RIA environment.
  • Experience with holistic financial planning a plus.
  • Client facing experience a plus.
  • Junxure CRM experience.
  • Excellent written and oral communication skills and listening skills.
  • Detail-oriented focus and a professional demeanor.
  • Ability to recognize and empathize with a given client situation.

Compensation: Attractive compensation package with base salary, bonus, and benefits

Location: New York, New York

Reference Number: MHH7252

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