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    Associate Wealth Planner - Chicago, United States - The Judson Group

    The Judson Group
    The Judson Group Chicago, United States

    3 weeks ago

    Default job background
    Description
    Judson Group has partnered with a successful investment advisory firm that currently manages over $7B in client assets in the search for an

    Associate Wealth Planner.


    This individual will be supporting the firm's senior team members with financial planning responsibilities, providing client-centric financial analyses and recommendations to UHNW clients.

    The ideal candidate will have experience handling complex client transactions, preparing financial planning documents and recommendations, and providing superior client service.

    This is a great role for someone looking to partner with a strong business developer to help service UHNW clients with a planning focus.


    Responsibilities:
    Work directly with a firm principal to support a book of UHNW clients
    Work with various financial planning team members to understand client goals
    Analyze client data to understand trends and develop and assist in preparation of financial plans and recommendations based on findings
    Prepare for and participate in client meetings; document and execute meeting follow-up as appropriate
    Assist in managing client portfolios including preparing asset allocation charts and executing trades
    Serve as primary point of contact when lead advisor is unavailable; handle day-to-day client service tasks

    Requirements:
    BA/BS Degree; CFP highly preferred
    5+ years of wealth management experience
    Strong understanding of financial planning concepts
    Organized and detail oriented while managing and prioritizing multiple tasks simultaneously
    Able to work under pressure and meet deadlines in a fast-paced, demanding environment

    Compensation:
    Competitive compensation, bonus, and benefits package
    Judson Group1059 Wealthy Street SE, Suite 201 Grand Rapids, MI 49506

    #J-18808-Ljbffr
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