Financial Advisor | Green Bay, Wisconsin

Reference Number: HRJ6088
Location: Green Bay, Wisconsin

Judson Group has been retained by a growing wealth management firm in the search for a Financial Advisor to service an existing group of clients as part of a team. This individual is responsible for advising HNW clients through comprehensive investment management and financial planning.

The ideal candidate has a track record of servicing clients as a lead advisor or as part of a team as well as advanced financial planning knowledge.

Responsibilities:

  • Advise clients on a variety of financial matters including preparation of individualized wealth management plans.
  • Responsible for thorough knowledge of client portfolios and accounts.
  • Prepare client financial plans and documents for client meetings.
  • Attend client meetings and develop and maintain long-term client relationships.
  • Over time, develop new business development skills and build referral network.

Requirements:

  • Minimum of 3 years of experience advising clients in a support or lead role
  • Bachelor’s degree required
  • CFP or CPA required
  • Desired traits include client service mentality, self-starter, and sense of urgency
  • Exceptional communication and presentation skills

Compensation: Attractive compensation package including base salary, bonus, and benefits

Location: Green Bay, Wisconsin

Reference Number: HRJ6088

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