Reference Number: MHH7353
Location: Canonsburg & 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:
Canonsburg & Pittsburgh, Pennsylvania
Reference Number: MHH7353
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