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Associate Wealth Advisor
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- Judson Group has been retained by a growing independently held RIA in the search for an Associate Wealth Advisor.
- The ideal candidate will have experience handling complex client transactions, implementing investment and financial planning recommendations, and participating in or conducting client meetings.
- Manage account administration, cashiering, and forms for assigned clients.
- BA/BS degree required, with major course work in finance or accounting preferred.
- 3-5 years of client-facing experience with an investment consulting/management firm, family office, or RIA.
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