Financial Advisor | Fulton, Maryland

Reference Number: DW6219
Location: Fulton, Maryland

Judson Group has partnered with an established RIA to add a Financial Advisor to their team. This individual will develop relationships with associated referral-network branches to onboard and manage HNW client relationships through holistic financial planning.

Responsibilities:

  • Cultivate referral relationships with TD Ameritrade advisors by leveraging referral platform
  • Effectively communicate firm’s investment strategy, planning solutions, and value proposition
  • Answer questions and respond to information requests from prospects and their advisors
  • Review client goals and life changes. Client interaction both in-person and via phone
  • Assist in the onboarding of new clients including development of financial plans
  • Manage and grow book of business by converting prospects to clients

Requirements:

  • Bachelor’s Degree in business, finance, or related area of study
  • 2+ years of experience in the industry in a client-facing position
  • CFP designation, other designations or advanced degrees a plus
  • Strong networking and presentation skills
  • Proficiency with MS Office Suite
  • Detail oriented with strong organizational skills
  • Familiarity with TD Ameritrade’s referral platform a plus
  • Client-centric mentality

Location:

Fulton, Maryland

Compensation:

Competitive base salary, benefits, and trailing revenue

Reference Number: DW6219

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