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 experience
• Build and develop financial plans
• Document and update the Investment Policy Statement, investment models, and due diligence substantiation
• Manage the execution of various wealth management services
• Coordinate among clients and service providers to ensure the timely completion of various client deliverables
• Actively manage new business development opportunities

Requirements:

• Bachelor’s Degree
• Must have a CFP/CFA or be currently enrolled in a program
• 3-5 years’ experience with a financial services or RIA firm working with HNW clients
• Must be passionate about planning 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:

Pittsburgh, Pennsylvania