Reference Number: HRJ7489
Location: Clearwater, Florida

Judson Group has been retained by a nationally recognized RIA in the search for a Wealth Advisor – CFP. This individual will take on a client-facing role with financial planning and investment management responsibilities, acting as a liaison between clients, support team, and advisors. The ideal candidate will have experience handling client transactions, supporting meetings, and implementing investment and financial planning recommendations.

This is a great opportunity for a CFP to work closely with the firm’s partners in a client facing role while growing down a path to becoming a Lead Advisor long-term.

Responsibilities:

• Manage and engage directly with a group of clients in tandem with a senior team member to best support their financial, investments, and risk outcomes.
• Conduct/support regular client meetings and communicate regularly with clients to update on progress of their financial goals.
• Prepare and update financial plans, onboarding requirements, and all financial documents/systems.
• Provide guidance and expert advice on technical financial planning and investment planning needs.
• Work with client support team to provide an exceptional client experience.
• Strong knowledge in the areas of financial planning, asset allocation investment strategies and account administration, tax and estate planning, charitable giving, insurance, and retirement planning.

Requirements:

• BA/BS degree, advanced degree preferred.
• CFP required.
• 3+ years with a financial planning/investment management firm, family office, or RIA.
• Strong financial planning and investment management experience.
• Track record of successful business development a plus.
• Experience with CRM, financial planning software, and portfolio accounting software.
• 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: Clearwater, Florida

Reference Number: HRJ7489