Associate Financial Advisor/Financial Planner | Houston, Texas

Reference Number: HRJ7296
Location: Houston, Texas

Judson Group has been retained by a boutique independent RIA in the search for an Associate Financial Advisor/Financial Planner. The right candidate will serve as a primary collaborator with the lead advisor and owner and support client relationships with financial plan creation and updates. There is long-term growth potential and equity shareholder potential in this role, and the ideal candidate desires to be a part of a growing team with direct impact on the business growth.

Responsibilities:

  • Build and maintain client relationships in partnership with lead advisor and owner.
  • Attend meetings held by lead advisor and owner with clients and prospects.
  • Prepare client financial plans and documents, ensuring compliance and objectives are met.
  • Work with clients to ensure action items are thoroughly executed.
  • Gather client data including financial constraints and goals.
  • Run ad hoc reports using Orion, Holistiplan, and Morningstar Advisor Workstation.
  • Ensure an exceptional client experience.

Requirements:

  • BA/BS degree required; advanced degree preferred.
  • CFP required; Series 65.
  • Enrolled Agent a plus.
  • 3+ years of experience with an investment consulting/management firm, family office, or RIA.
  • Strong financial planning experience.
  • Experience with CRM, financial planning software, and portfolio accounting software.
  • Strong communicator with excellent interpersonal and writing skills.
  • 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:
Houston, Texas

Reference Number: HRJ7296

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