Associate Advisor | Boston, Massachusetts

Reference Number: MHH7451
Location: Boston, Massachusetts

Judson Group has partnered with a growing independently held RIA in the search for an Associate Advisor. This individual will collaborate with the advising team to deliver comprehensive financial planning and fee only investment management to clients. This is a great opportunity to join a well-respected firm known for developing advisors, strong mentorship, and potential future opportunity to buy equity ownership.

Responsibilities:

  • Build and maintain client relationships in partnership with the senior advisors.
  • Work with client support team to provide an exceptional client experience.
  • Prepare and execute trading with supervisor approval.
  • Attend meetings held by advisors with clients and prospects.
  • Work with clients to ensure action items are thoroughly executed and documented.
  • Gather client data including financial constraints and goals.
  • Manage account administration, cashiering, and forms for assigned clients.
  • Conduct financial planning reviews, implementing as necessary.

Requirements:

  • BA/BS degree required; advanced degree preferred.
  • CFP required.
  • Minimum 4 years of experience with an investment consulting/management firm, family office, or RIA.
  • Strong client-centric attitude.
  • Experience with CRM, financial planning software, and portfolio accounting software.

Compensation & Benefits:
Competitive compensation, bonus, and benefits package.

Location: Boston, Massachusetts

Reference Number: MHH7451

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