Financial Planner | Bloomfield Hills, Michigan

Reference Number: HRJ6924
Location: Bloomfield Hills, Michigan

Judson Group has been retained by a successful RIA in the search for a Financial Planner. This individual will be providing comprehensive financial planning services by partnering with the financial planning team. The ideal candidate will have experience handling complex client transactions, implementing investment and financial planning recommendations, and participating client meetings as appropriate.

Responsibilities:

  • Collaboratively work with various team members to understand client goals.
  • Analyze client data to understand trends and develop and prepare complex financial plans and recommendations based on findings.
  • Work with clients to ensure action items are thoroughly executed and documented.
  • Conduct financial planning reviews, implementing as necessary.
  • Provide top quality client service.

Requirements:

  • BA/BS degree required; advanced degree preferred.
  • CFP required.
  • 4+ years of experience with an investment consulting/management firm, family office, or RIA.
  • Strong financial planning experience.
  • Organized and detail oriented while managing and prioritizing multiple tasks simultaneously.
  • Experience with Emoney preferred.
  • Able to work under pressure and meet deadlines in a fast-paced, demanding environment.

Compensation:
Competitive compensation, bonus, and benefits package.

Location: Bloomfield Hills, Michigan

Reference Number: HRJ6924

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