Associate Wealth Advisor | Menlo Park, California

Reference Number: MR6773
Location: Menlo Park, California

Judson Group has partnered with a successful wealth management firm with over $2B AUM in the search for an Associate Wealth Advisor. This firm is known for its high-end client service approach and specialization in HNW and UHNW clients.

This person provides technical support for all Wealth Advisors by participating in client meetings, assisting with the development of investment and financial planning strategies, and performing research in regard to complex client issues. The ideal candidate has 2+ years of wealth management experience, preferably in a client facing support role dealing with HNW/UHNW clients. This person would be on a Lead Advisor career path.

Responsibilities:

  • Client relationship management for clients, including ongoing and regular client contact and communications.
  • Client service, including client meeting preparation, portfolio changes and reviews, information data gathering, implementation of recommendations, account service and maintenance.
  • Comprehensive financial planning including coordination of asset management, estate planning, and risk management.
  • Assisting with client asset management, including coordination of complete financial planning and wealth management (analysis, estate planning, tax strategies for assets under management, and portfolio management)

Requirements:

  • 2+ years Wealth Management related experience; preferably with HNW or UHNW clients
  • Bachelor’s Degree in a related field
  • MS Office Suite proficiency; CRM and Financial Planning software proficiency
  • CFP or CFA track highly preferred

Compensation: Attractive compensation package with base salary and bonus.

Location: Menlo Park, California

Reference Number: MR6773

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