Associate Wealth Advisor Job at Judson Group, Tysons Corner, VA

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  • Judson Group
  • Tysons Corner, VA

Job Description

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.

Location:

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

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

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