Financial Planner | Grand Rapids, Michigan

Reference Number: HRJ6238
Location: Grand Rapids, Michigan

Judson Group has partnered with a successful independent wealth management firm in the search for a Financial Planner. This individual will be supporting the firm’s senior team members with financial planning responsibilities. This individual will be managing existing relationships as well as new clients. This position does have a path to partnership over time. 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
  • Analyze client data to understand trends and develop and prepare complex financial plans and recommendations based on findings
  • Strong knowledge in the areas of financial planning, asset allocation investment strategies and account administration, tax and estate planning, charitable giving, education funding, and retirement planning
  • Participate in client meetings, both in person and over phone

Requirements:

  • 5+ years of wealth management experience in a client facing role
  • BA/BS Degree; CFP/CPA or other designations highly preferred
  • Strong tax knowledge
  • 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, bonus, and benefits package

Location:
Grand Rapids, Michigan

Reference Number: HRJ6238

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