Associate Wealth Advisor | Santa Monica, California

Reference Number: MR7074
Location: Santa Monica, California

Judson Group has partnered with a highly regarded wealth management firm with over $2B AUM in the search for an Associate Wealth Advisor. This candidate will have the unique role of providing technical and client relationship management support to seasoned members of the Advisory Team. Furthermore, this candidate will be handling transactions for the firm’s clients as well as supporting the day-to-day relationships and participating in or conducting client meetings.

Responsibilities:

  • Works cohesively with the lead advisors, anticipating their needs and delivering solutions
  • Build and maintain client relationships in partnership with the lead advisors
  • Attend all meetings held by the lead advisors with clients and prospects; conduct solo meetings with clients as appropriate
  • Work with clients to ensure action items are thoroughly executed and documented
  • Gather client data including financial constraints and goals
  • Review and analyze statements and other financial documents provided by clients

Requirements:

  • 3+ years of financial planning, family office, tax, or investment work with high-net-worth families
  • Bachelor’s degree
  • CFP or current enrollment in CFP program required
  • Financial designations preferred (CFA, MBA)
  • Experience with corporate executives and tax and estate planning highly preferred
  • Strong attention to detail, poised, organized, and keen sense of urgency
  • Exceptional communication and presentation skills
  • Strong Excel skills and experience with Microsoft Office products

Compensation:

Commensurate with experience. Excellent base salary and benefits package.

Location:

Santa Monica, California

Reference Number: MR7074

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