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Associate Wealth Advisor

Reference Number: JM5790
Location: Houston, Texas

The Judson Group has partnered with a highly-regarded independent wealth management firm in the search for an Associate Wealth Advisor. This candidate will have the unique role of providing technical financial planning and client relationship management support to the firm’s Senior Wealth Advisors.

Responsibilities:

• Works cohesively with the Senior Advisors, anticipating their needs and delivering solutions

• Build and maintain client relationships in partnership with the Advisors

• Attend all meetings held by the Advisors with clients and prospects; participate in meetings with clients as appropriate – working towards leading meetings

• Work with clients to ensure action items are thoroughly executed and documented

• Gather client data including financial constraints and goals in order to construct and deliver complex financial plans

• Review and analyze statements and other financial documents provided by clients

Requirements:

• 2-7 years of financial planning, family office, tax, or investment work with high net worth families

• Bachelor’s degree required, further education strongly preferred

• CFP or current enrollment in CFP program required

• FINRA Series 7 and 65 securities license

• 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:

Houston, Texas

Ready to take the next step in your career?  Email your resume in MS Word format to solutions@judson-group.com. A search consultant will follow up with you to learn more about your skill set if your skills and experience are determined to be a fit for this opportunity.