Associate Wealth Advisor

Judson Group has been retained by a nationally recognized wealth management firm located in Pittsburgh in the search for an Associate Wealth Advisor. This individual will support the firm's Senior Advisors in serving clients, the creation of financial plans/research, and sales support. The ideal candidate will have experience preparing financial planning recommendations, participating in client meetings and a general understanding of investments, retirement plans, and portfolio management.Responsibilities:Proactively work with Senior Advisor to deliver an exceptional client experienceBuild and develop financial plansDocument and update the Investment Policy Statement, investment models, and due diligence substantiationManage the execution of various wealth management servicesCoordinate among clients and service providers to ensure the timely completion of various client deliverablesActively manage new business development opportunitiesRequirements:Bachelor's DegreeMust have a CFP/CFA or be currently enrolled in a program3-5 years' experience with a financial services or RIA firm working with HNW clientsMust be passionate about planning and relationship managementExcellent technology, communication, and presentation skillsAbility to work independently, self-motivated, and proactiveCompensation:Very competitive base salary, bonus, and benefitsLocation:Pittsburgh, Pennsylvania

Created: 2025-01-16