Reference Number: MHH7687
Location: Akron, Ohio

Judson Group has partnered with a growing wealth management firm with AUM over $2.5B in the search for an Associate Wealth Advisor – CFP. This individual will work with a Regional Branch Manager and service a client base of ~100 clients. This is an ideal position for someone who is a true relationship builder and is service-minded.

Responsibilities:

• Manage existing client relationships, including ongoing regular client contact and communications.
• Cultivate new client opportunities through a well established referral channel and COI Network.
• Introduce and implement financial plans and wealth management decisions.
• Responsible for high level of personalized wealth management services to clients.
• Prepare for and lead meetings with clients and prospects.
• Effectively communicate wealth strategy, planning solutions, and value proposition.
• Work with clients to ensure action items are thoroughly executed and documented.
• Gather client data including financial constraints and goals.
• Work with client support team to provide an exceptional client experience.

Requirements:

• BA/BS Degree; CFP highly preferred.
• Series 65 preferred.
• Minimum 4 years as an IAR.
• Track record of direct management of client relationships.
• Experience working with financial planning software, Salesforce, and/or MoneyGuidePro.
• Strong knowledge of the financial planning process, related services and client servicing needs.
• Organized and detail oriented while managing and prioritizing multiple tasks simultaneously.
• A growth mindset along with a commitment to client retention and satisfaction.

Compensation:
Competitive compensation, bonus, and benefits package. Significant upside potential.

Location: Akron, Ohio

Reference Number: MHH7687