Financial Advisor – Existing Clients | Madison, Wisconsin

Reference Number: HRJ6925
Location: Madison, Wisconsin

Judson Group has been retained by a successful independent financial services firm in the search for a Financial Advisor – Existing Clients. This individual will be in a client-facing role advising clients through financial plans and will take over existing relationships from the firm’s founder. The ideal candidate will have experience handling client transactions, participating in client meetings, and providing a top-notch client service experience.

Responsibilities:

  • Partner with founder to manage and grow existing client relationships.
  • 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.
  • Work with clients to ensure action items are thoroughly executed and documented.
  • 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, and retirement planning.

Requirements:

  • Bachelor’s degree required; CFP highly preferred.
  • Life/Health Licenses, Series 65/66 strongly preferred. Series 7 preferred.
  • Ideally a minimum of 3 years’ experience with in a financial advisory role.
  • Familiarity with wealth management and personal investments.
  • Experience with CRM, financial planning software, and portfolio accounting software.
  • Organized and detail oriented while managing and prioritizing multiple tasks simultaneously.

Compensation & Benefits:
Competitive base salary, bonus, and benefits package. This is not a commission role.

Location:
Madison, Wisconsin

Reference Number: HRJ6925

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