What are the responsibilities and job description for the Associate Wealth Advisor - CFP position at Judson Group?
Judson Group has been retained by 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
