Associate Wealth Manager | Melville, New York

Reference Number: MHH7407
Location: Melville, New York

Judson Group has partnered with a highly regarded independent fee-only RIA in the search for an Associate Wealth Manager. This candidate will have the unique role of providing technical and client relationship management support to seasoned members of the Wealth Management Team. Furthermore, this candidate will be handling transactions for the firm’s clients as well as supporting the day-to-day relationships and participating in or conducting client meetings. There is opportunity for career progression, including path to partnership.

Responsibilities:

  • Works cohesively with the lead advisors, anticipating their needs and delivering solutions
  • Build and maintain client relationships in partnership with the lead advisors
  • Attend all meetings held by the lead advisors with clients and prospects
  • Gather client data including financial constraints and goals
  • Prepare and analyze comprehensive financial plans
  • Work with clients to ensure action items are thoroughly executed and documented

Requirements:

  • 2-5 years of wealth management or financial planning experience
  • Bachelor’s degree
  • CFP or current enrollment in CFP program required
  • Financial designations preferred (CFA, MBA)
  • Knowledge of E-Money, Orion, and Junxure is a plus
  • 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, bonus, and benefits package.

Location: Melville, New York

Reference Number: MHH7407

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