Reference Number: MHH7833
Location: Bethesda, Maryland

Judson Group is proud to partner with a fast-growing, client-centric $1.2B RIA in the search for an Associate Advisor. This is an exceptional opportunity for a motivated, detail-oriented advisor to deepen technical expertise, gain meaningful client exposure, and build toward a long-term career as a Lead Advisor.

The Associate Advisor supports Lead Advisors in delivering comprehensive, objective advice and an exceptional client experience. You’ll focus on financial planning execution, client meeting preparation and follow-up, and cross-team coordination—while steadily building client-facing, technical, and relationship management skills.

Why You’ll Love This Role:

• Clear path to Lead Advisor with mentorship and increasing responsibility.
• Team-based advisory model with strong internal support.
• Hands-on planning experience across sophisticated client needs.
• Growth-oriented culture that supports learning and professional credentials.

What You’ll Be Doing:

• Partner with Lead Advisors to support client relationships, engagement, and retention.
• Serve as a secondary advisory contact for assigned clients, handling planning-related inquiries and communication.
• Prepare for and participate in client meetings, including agendas, materials, notes, and follow-up tracking in the CRM.
• Develop a strong understanding of client goals, financial circumstances, and risk profiles.
• Support proactive client engagement and planning-related follow-up.
• Collaborate with the Financial Planning team to prepare and maintain comprehensive financial plans.
• Assist with implementation and monitoring of planning recommendations across retirement, cash flow, education, insurance, estate planning coordination, and tax-aware strategies.
• Support portfolio-related planning needs in partnership with the Investment Management team.
• Translate complex planning concepts into clear, client-friendly materials.
• Work closely with Client Relations to ensure seamless execution of service requests and follow-ups.
• Track advisory tasks and deliverables to ensure consistency and accountability.
• Identify opportunities to improve workflows and the overall client experience.
• Assist with firm events, referrals, and new business tracking.

What We’re Looking For:

• Bachelor’s degree in finance, business, accounting, economics, or related field (or equivalent experience).
• 2–5 years of experience in financial planning, wealth management, or investment support.
• CFP® progress or completion preferred.
• Familiarity with the RIA/independent advice model.
• Proficiency in Microsoft Office and planning, CRM, and portfolio management systems.
• Strong analytical and organizational skills with high attention to detail.
• Clear, professional written and verbal communication.
• Ability to manage multiple priorities in a collaborative environment.
• Intellectual curiosity, professionalism, and strong fiduciary values.

Compensation & Benefits:

• Competitive base salary.
• Full suite of benefits.

Reference Number: MHH7833
Location: Bethesda, Maryland