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
Recent Comments