Financial Planner | Troy, Michigan

Reference Number: HRJ7279
Location: Troy, Michigan

Judson Group has partnered with a $600MM+ RIA in their search for a dedicated Financial Planner. This individual will be joining a centralized private planning team that supports the firm’s Advisors by owning the financial planning process. The ideal candidate will have deep financial planning experience for HNW and UHNW clients. This is an excellent opportunity for a CFP that enjoys focusing on in-depth planning as their main task.

Responsibilities:

  • Work with client support team to provide an exceptional client experience.
  • Prepare wealth management reports and financial projections.
  • Gather client data including financial constraints and goals.
  • Prepare financial planning recommendations.

Requirements:

  • BA/BS degree required; advanced degree preferred.
  • CFP required; CPA, EA or additional designations a plus.
  • Minimum 3 years of experience with a wealth management firm, family office, or RIA.
  • Strong financial planning experience.
  • Experience with CRM, financial planning software, and portfolio accounting software including eMoney and MoneyGuidePro.
  • 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 & Benefits:
Competitive compensation, bonus, and benefits package.

Location:
Troy, Michigan

Reference Number: HRJ7279

    Apply Now

    Applicant Information

    Contact Information