precise process.
focused delivery.

Associate Advisor

Reference Number: JM5499
Location: Atlanta, Georgia

The Judson Group has partnered with a highly regarded wealth management firm in the search for a Associate Advisor. The Associate Advisor will work on a client-centric team focusing on the planning needs of UHNW/family office clients. The ideal candidate has significant experience working directly on complex client relationships.

Responsibilities:
• Responsible for various client needs including estate plan flow charting, retirement income needs analysis, numerical estate plan examples, and monitoring wealth transfer vehicles.
• Responsible for ad hoc special projects for clients and across the firm.
• Work with clients to ensure action items are thoroughly executed and documented.
• Review quarterly client asset reports and work with client’s financial partners to ensure investment needs and goals are met.
• Prepare and present client meeting agendas/exhibits for client meetings several times per year.
• Required to prepare income tax and retirement need plans.

Requirements:
• 2-5 years of financial planning experience.
• Bachelor’s degree and CFP required; CPA, MBA 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

Location: Atlanta, Georgia

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.