Reference Number: MHH7353
Location: Pittsburgh, Pennsylvania

Judson Group has partnered with a comprehensive, fee-only wealth management firm in the search for an Associate Wealth Advisor. This individual will support the firm’s Senior Wealth Advisors in serving clients, the creation of financial plans/research, and sales support. The ideal candidate will have experience preparing financial planning recommendations, participating in client meetings and a general understanding of investments and portfolio management. This individual will also be responsible for research and manager/fund due diligence and will be an active member of the firm’s Investment Committee. This position does offer a long-term career path to become a Senior Wealth Advisor.

Responsibilities:

• Attend client meetings with advisors and complete meeting follow-ups.
• Assist with onboarding new clients.
• Analyze client data to develop and prepare financial plans.
• Assist in writing financial plan observations and recommendations.
• Support financial plans with stock and market research.
• Conduct research to support portfolio management process and client requests, including investment and economic research.
• Prepare for investment committee meetings and participate as an active member of committee.

Requirements:

• BA/BS Degree; Registered Paraplanner and or CFP/currently enrolled in CFP certification program preferred.
• Series 65/66 preferred and required once employed.
• 5+ years of financial services experience.
• Experience working with financial planning software and Morningstar Direct.
• Knowledge of the financial planning process, related services and client servicing needs.
• Knowledge of investments and portfolio management fundamentals.
• 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 and benefits package

Location:
Pittsburgh, Pennsylvania

Reference Number: MHH7353