Associate Wealth Manager jobs in United States
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Judson Group ยท 3 weeks ago

Associate Wealth Manager

positionBellevue, WA
timeFull-time
remoteOnsite
seniorityMid Level
date3+ years exp

Judson Group is partnering with a leading national RIA to find an Associate Wealth Manager, a role designed for an ambitious professional eager to deepen client relationships and grow their expertise. In this position, you will support senior advisors, manage client relationships, develop financial plans, and contribute to the success of the wealth management team.

EmploymentProfessional ServicesRecruitingStaffing Agency

Responsibilities

Support senior advisors in all aspects of client relationship management, including complex planning and investment strategies
Take ownership of select existing client relationships and lead new relationships as appropriate
Develop and present financial plans, retirement and cash flow projections, and tax planning recommendations
Conduct investment research and portfolio performance reviews
Manage and respond to client service requests with precision and care
Collaborate closely with advisors, investment strategists, and client service teams to deliver a seamless wealth management experience
Organize, analyze, and interpret client financial data to inform planning and investment decisions

Qualification

Financial planningClient relationship managementCRM proficiencySeries 65 certificationCFP certificationCommunication skillsAttention to detailTeam collaboration

Required

Bachelor's Degree required
3+ years of client-facing experience in a wealth management or RIA environment
Strong background in financial planning and client relationship management
Excellent communication skills with an ability to explain complex concepts clearly
Proficiency with CRM and financial planning tools
Strong attention to detail, initiative, and the ability to balance multiple priorities
Collaborative mindset and a genuine desire to work as part of a team

Preferred

Series 65 and CFP highly preferred

Benefits

Full suite of benefits

Company

Judson Group

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Judson Group has provided retained, priority, and contingency search services to a number of leading large, mid-sized, and small organizations nationally.
dateFounded in 2002
location
Grand Rapids, Michigan, USA
people-size11-50 employees
web-link
https://www.judson-group.com/

Funding

Current Stage
Early Stage
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