Remote Financial Planner – CFP | Remote

Reference Number: HRJ7404
Location: Remote

Judson Group has been retained by a successful wealth advisory firm in the search for a Financial Planner. This individual will be a key member of the firm’s dedicated planning team, focused on financial planning responsibilities and overseeing the production of wealth planning deliverables for clients. The ideal candidate will have experience leading planning efforts for HNW clients with UHNW planning knowledge a plus.

This firm has a national presence and is highly respected for their client service model and their deep financial planning offerings. This is a fantastic role for someone looking to impact clients through detailed financial planning, working alongside advisors that lead client relationships. The firm offers a strong path for growth and there will be a path to leadership for the right candidate.

Responsibilities:

  • Work with various financial planning team members to understand client goals.
  • Analyze client data to understand trends and develop and assist in preparation of financial plans and recommendations based on findings.
  • Prepare wealth planning deliverables, including proactive, high impact planning solutions with the supervision of a planning team leader.
  • Prepare in accurate and timely fashion, documents and reports needed for planning solutions.
  • Adhere to all aspects of oversight, risk, and compliance.

Requirements:

  • BA/BS Degree; CFP required*.
  • 4+ years of wealth management/planning experience.
  • Strong understanding of financial planning concepts.
  • 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 compensation, bonus, and benefits package

Location: Remote

Reference Number: HRJ7404

    Apply Now

    Applicant Information

    Contact Information