You haven't searched anything yet.
Judson Group has been retained by a $19B RIA with a national presence in their search for an Associate Wealth Manager. This individual will be managing and servicing client relationships. They will be responsible for managing client relationships, reviewing portfolio performance with clients, investment analysis, financial planning, and performing research regarding complex client issues.
The ideal candidate has 3 years of client-facing wealth management experience with a strong background in client servicing and a high attention to detail. This person will need to be a team player who has the desire/ability to work successfully with others and should have strong client facing skills. There is tremendous ability for growth in both the medium and long term for the individual who fills this role.
Responsibilities:
Requirements:
Compensation: Highly competitive compensation package with base salary, bonus, and benefits.
Location: New York, New York (Tri-State area)/Remote with travel to Dallas for training
Full Time
$84k-125k (estimate)
06/12/2024
07/05/2024