Support Advisor | Boston, Massachusetts

Reference Number: MHH7452
Location: Boston, Massachusetts

Judson Group has partnered with a growing independently held RIA in the search for a Support 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:

  • Assist Advisors with various client service and project management objectives.
  • Manage account administration, cashiering, and documentation for assigned clients.
  • Build and maintain client relationships in partnership with the Advisors.
  • Attend meetings held by Advisors with clients and prospects.
  • Prepare and review client performance reports.
  • Work with clients to ensure action items are thoroughly executed and documented.
  • Assistant with Advisors’ business development efforts.

Requirements:

  • Bachelor’s degree required.
  • CFP or CFP track.
  • 2+ years’ experience with a family office or RIA.
  • Familiarity with wealth management and personal investments.
  • Experience with CRM, financial planning software, and portfolio accounting software.
  • Organized and detail oriented while managing and prioritizing multiple tasks simultaneously.

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

Location: Boston, Massachusetts

Reference Number: MHH7452

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