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Associate Wealth Advisor
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$250
- Judson Group has been retained by a growing RIA in their search for an Associate Wealth Advisor.
- The ideal candidate has 4+ years of client facing wealth management experience with a strong background in financial planning and a high attention to detail.
- For new clients, assist with data collection and input into financial planning software.
- Generate reports and other deliverables for both client-facing and back-office needs.
- Bachelor’s Degree required; CFP or CFP track highly preferred.
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