Reference Number: HRJ7534
Location: Remote

Judson Group has been retained by a leading wealth management firm in Atlanta in the search for a Financial Planner. The Financial Planner will work on a client-centric team focusing on the planning needs of HNW individuals and families. The ideal candidate has significant experience working directly on complex client relationships.

This is an ideal fit for someone that is looking to work in a collaborative environment to deliver “best-in-class” service to clients. This firm prides itself on their client service and is looking for someone that is passionate about maintaining and building meaningful relationships with clients. There is tremendous opportunity for growth within this firm that will be dependent on candidate’s interests and personal goals.

Responsibilities:

• Manage client relationships and provide financial planning services to family office clients.
• Build and maintain client relationships in partnership with the Advisors/Senior Advisors.
• Responsible for attending client meetings and collaborating with Advisors/Senior Advisors to support client relationships.
• Complete financial plans making high quality financial recommendations to clients.
• Work with clients to ensure action items are thoroughly executed and documented.
• Gather client data, ensuring accuracy and completeness, and enter data into financial planning software.
• Responsible for ad hoc special projects for clients and across the firm.

Requirements:

• 3-6 years of financial planning experience.
• Bachelor’s degree and CFP highly desired.
• Tax experience a plus.
• Strong attention to detail, poised, organized, and keen sense of urgency.
• Exceptional communication and presentation skills.
• Strong Excel skills and experience with Microsoft Office products.

Compensation: Commensurate with experience

Location: Remote

Reference Number: HRJ7534