Judson Group · 3 weeks ago
Associate Wealth Advisor - Business Development
Boston, MA
Full-time
Onsite
Entry Level
1+ years expJudson Group is a leading national RIA seeking an Associate Wealth Advisor – Business Development to join their Business Development team. The role involves driving new business initiatives, supporting Senior Wealth Advisors, and engaging with clients to help expand the firm's reach and influence its growth.
EmploymentProfessional ServicesRecruitingStaffing Agency
Responsibilities
Initiate daily outreach to centers of influence and new referrals, collecting key background details, tracking interactions in Salesforce, and coordinating introductions with Advisors
Participate in prospect and client meetings to learn firsthand how to manage relationships, conduct discovery conversations, and lead meetings
Develop and strengthen relationships with custodial partners to enhance referral flow and new business opportunities
Deliver prompt, professional follow-ups after meetings, providing updates on next steps and ensuring seamless communication across teams
Collaborate on proposal creation, meeting materials, and supporting documentation to ensure flawless execution
Work closely with tax, investment, and business development teams to implement strategies, manage liquidity, and support fundraising for alternative investments
Engage in firm-provided training programs to master the art of relationship-building and sales excellence
Respond to client inquiries same-day, upholding the firm’s high standard of professionalism and responsiveness
Qualification
Required
Bachelor's degree required
1+ year of experience in financial services or a related field
1+ year of experience supporting a sales function—or a clear passion for pursuing a career in sales
Series 65 (or equivalent) required within a designated timeframe (CFP® exempt)
Strong organizational and time management skills with exceptional attention to detail
Excellent interpersonal, written, and verbal communication skills
Preferred
Intermediate proficiency with Microsoft Excel and Salesforce
Benefits
Full suite of benefits
Company
Judson Group
Judson Group has provided retained, priority, and contingency search services to a number of leading large, mid-sized, and small organizations nationally.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase