Financial Advisor | Boston, Massachusetts

Reference Number: HRJ7004
Location: Boston, Massachusetts

Judson Group has partnered with a women-owned RIA in the search for a Financial Advisor. The Financial Advisor will be responsible for managing new and existing client relationships, play a key role in client meetings, and provide a superior client service experience. This position serves as an active member of the Investment Committee and potentially offers equity and path to partnership for the right candidate.

Our client is specifically looking for an experienced Advisor that can quickly take over large, complex client relationships to create capacity for other Advisors. Financial planning experience is a must.

Responsibilities:

  • Work with Associate Advisors to analyze, research, and implement financial solutions with clients.
  • Build relationships with current and prospective clients and work with them on how to achieve their financial goals.
  • Source and execute on new client relationships.
  • Prepare materials and attend/lead meetings with clients and prospective clients.
  • Draft investment and financial plans for clients.
  • Work with various firm members to ensure the client’s financial needs are met.

Requirements:

  • 10+ years of experience in a client facing role required.
  • Bachelor’s degree; advanced degree a plus.
  • CFP required; CIMA preferred.
  • Demonstrated ability to build client relationships.
  • Self-confident, high entrepreneurial spirit, and enthusiastic.
  • 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 base salary, bonus, and benefits package

Location:
Boston, Massachusetts

Reference Number: HRJ7004

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