Associate Wealth Advisor - CFP

Judson Group has been retained by a growing wealth management firm with AUM over $2.5B in the search for an Associate Wealth Advisor - CFP. This individual will work with a Regional Branch Manager and service a client base of ~100 clients. This is an ideal position for someone who is a true relationship builder and is service-minded.Responsibilities:Manage existing client relationships, including ongoing regular client contact and communications.Cultivate new client opportunities through a well established referral channel and COI troduce and implement financial plans and wealth management decisions.Responsible for high level of personalized wealth management services to clients.Prepare for and lead meetings with clients and prospects.Effectively communicate wealth strategy, planning solutions, and value proposition.Work with clients to ensure action items are thoroughly executed and documented.Gather client data including financial constraints and goals.Work with client support team to provide an exceptional client experience.Requirements:BABS Degree; CFP highly preferred.Series 65 preferred.Minimum 4 years as an IAR.Track record of direct management of client relationships.Experience working with financial planning software, Salesforce, andor MoneyGuidePro.Strong knowledge of the financial planning process, related services and client servicing anized and detail oriented while managing and prioritizing multiple tasks simultaneously.A growth mindset along with a commitment to client retention and pensation:Competitive compensation, bonus, and benefits package. Significant upside potential.Location: Akron, Ohio

Created: 2025-02-21