Financial Planning Specialist | Ann Arbor, Michigan

HRJ5740 – Completed

Judson Group has partnered with a well-established RIA in the search for a Financial Planning Specialist. This individual will support the firm’s Senior Advisors in serving clients and the creation of financial plans. The ideal candidate will have experience handling complex client transactions, implementing and preparing financial planning recommendations, and participating in client meetings.

Responsibilities:

  • Work with various financial planning team members to understand client goals
  • Gather and enter client documents and data
  • Analyze client data to develop and prepare financial plans
  • Assist in writing financial plan observations and recommendations
  • Conduct research to support financial plans
  • Monitor client’s financial situation and track results

Requirements:

  • BA/BS Degree; Registered Paraplanner required and or currently enrolled in CFP certification program or completion of CFP certification
  • 2+ years of financial services experience
  • Experience working with financial planning software such as Moneyguidepro and eMoney preferred
  • 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 and benefits package

Location: Ann Arbor, Michigan

Reference Number: HRJ5740