Associate Wealth Advisor (CFP) | Bloomfield Hills, Michigan

Reference Number: HRJ7541
Location: Bloomfield Hills, Michigan

Judson Group has been retained by a well-established RIA firm located in SE Michigan in the search for an Associate Wealth Advisor (CFP) to take on a client-facing role with financial planning responsibilities. The ideal candidate will have experience handling complex client transactions, preparing and presenting investment and financial planning recommendations, and participating in client meetings. This person will work closely with the Firm’s Founding Partners on client relationships and will receive great coaching and mentorship.

This is a fantastic opportunity for a candidate looking to grow their financial planning career long-term with a highly respected firm that offers employee flexibility, a strong growth path, and mentorship from senior team members. If you are looking for a dynamic, planning centric role as your next step, this role could be a great fit for you. This candidate will be working on HNW and UHNW client needs, helping to deepen the client relationship through in-depth financial planning.

Responsibilities:

  • Responsible for various client planning needs including complex investments, multi-generational planning, estate planning, and tax planning.
  • Build and maintain client relationships in partnership with the advisors and other team members.
  • Responsible for attending client meetings and collaborating with advisors to support client relationships.
  • Complete financial plans making high quality financial recommendations to clients.
  • Participate in marketing efforts.
  • 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.

Requirements:

  • BA/BS Degree; advanced degree.
  • CFP highly preferred.
  • 3-5 years of experience in wealth management, primarily in a planning role.
  • 1+ years of client facing experience.
  • Strong financial planning experience and the ability to develop financial planning analysis to support one’s own advice is required.
  • Estate planning and tax experience.
  • Adaptable to work under pressure and meet deadlines in a fast-paced, demanding environment.

Compensation:
Competitive base salary, bonus, and benefits

Location:
Bloomfield Hills, Michigan

Reference Number: HRJ7541

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