Financial Planner | Southcentral Connecticut

Reference Number: DW6808
Location: Southcentral Connecticut

Judson Group has partnered with a leading independent RIA with over $350 AUM in Southcentral Connecticut to add a Financial Planner to their team. This will be a unique opportunity to work in a collaborative environment to service clients with a reputable RIA.

The ideal candidate has strong communication skills and solid financial planning and investment acumen. This individual will provide superior client service to the firm’s current client base.

Responsibilities and Requirements:

  • Responsible for attending client meetings and working collaboratively with COO to support client relationships
  • Responsible for developing financial plans and long-term investment strategies
  • Responsible for ad hoc special projects for clients and across the firm
  • 5+ years of experience creating financial plans for HNW clients
  • CFP required, CPA/JD/MBA desirable
  • Strong estate, tax, and retirement planning knowledge

Compensation: Base salary competitive with current base and experience level.

Location: Southcentral Connecticut

Reference Number: DW6808

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