Reference Number: MHH7699
Location: Tysons Corner, Virginia – Remote in Eastern or Central Time Zones

Judson Group has partnered with a fast-growing wealth management firm located in Pittsburgh in the search for an Associate Wealth Advisor. This individual will support the firm’s Wealth Managers in serving clients, the creation of financial plans/research, and sales/business development support. The ideal candidate will have experience deepening client relationships with a “client first” mentality.

Responsibilities:

• Proactively work with Wealth Managers and other firm members to deliver an exceptional client experience
• Provide ongoing support to the firm’s clients
• Build, maintain, and strengthen client relationships, resulting in increased client retention
• Maintain client communication and share relevant information about market updates that may affect their investments
• Prepare client financial plans and documents for client meetings
• Attend client meetings and develop and maintain long-term client relationships
• Actively support new business development opportunities
• Engage in ongoing professional development to increase industry, product, sales and service skills

Requirements:

• Bachelor’s Degree required
• CFP preferred or must be currently enrolled in a program
• Series 65 highly preferred
• 3-5 years’ experience with a financial services or RIA firm working with HNW clients
• Must be passionate about client service and relationship management
• Excellent technology, communication, and presentation skills
• Ability to work independently, self-motivated, and proactive

Compensation:
Very competitive base salary, bonus, and benefits

Location:
Tysons Corner, Virginia – Remote in Eastern or Central Time Zones

Reference Number: MHH7699