Senior Financial Planner | Bloomfield Hills, Michigan

Reference Number: HRJ6642
Location: Bloomfield Hills, Michigan

Judson Group has partnered with a successful RIA in the search for a Senior 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. The ideal candidate will have extensive experience handling complex client transactions, implementing investment and financial planning recommendations, and participating in or conducting client meetings.

Responsibilities:

  • Responsible for various client planning needs including investments, estate planning, and tax planning.
  • Responsible for attending client meetings and working collaboratively with Senior Advisors to support client relationships.
  • Build and maintain client relationships.
  • Work with clients to ensure action items are thoroughly executed and documented.
  • Gather client data including financial constraints and goals.

Requirements:

  • 10+ years of financial planning experience.
  • Bachelor’s degree required.
  • CFP 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: Bloomfield Hills, Michigan

Reference Number: HRJ6642

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