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Client Advisor

Reference Number: DW5813
Location: Boston, Massachusetts

The Judson Group has partnered with a rapidly growing RIA with over $1.6 billion in AUM in the search for a Client Advisor. The Client Advisor acts as a liaison between Senior Client Advisors and other service areas of the firm by helping to maintain client relationships through client communications and coordinated delivery of services to individuals, families, trusts, and foundations.

The ideal candidate has financial services experience and a desire to work in a team based environment with HNW client relationships.

Responsibilities:

• Maintain regular client communication, attend client meetings, and handle client service process.

• Participate in maintenance of client accounts including account opening and compliance reviews.

• Prepare client meeting materials and custom reporting. 

• Work closely with team members in investment management activities including implementing investment objectives, rebalancing account trades, monitoring asset allocation and investment performance and investment transitions.

Requirements:

• 2-5 years of financial services experience preferably with exposure wealth management.

• Bachelor’s degree required.

• CFP designation or progress towards a CFP.

• Experience working with private, HNW clients.

• Previous experience with Fidelity & Schwab as custodians is a plus.

Compensation:

Attractive base salary and bonus potential along with excellent benefits package.

Location: Boston, Massachusetts

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.