Lead Financial Advisor | Greensboro, North Carolina

Reference Number: KL6505
Location: Greensboro, North Carolina

Judson Group has been retained by a boutique fee-only wealth management firm in the search for a Lead Financial Advisor. This individual will be in a client-facing role with financial planning and investment management responsibilities. The ideal candidate will have experience handling client transactions, implementing investment and financial planning recommendations, business development, and participating in and conducting client meetings.

Responsibilities:

  • Build and maintain client relationships, converting prospects into clients of the firm.
  • Work with client support team to provide an exceptional client experience.
  • Work with clients to ensure action items are thoroughly executed and documented.
  • Analyze client data to understand trends and develop and prepare complex financial plans and recommendations based on findings.
  • Strong knowledge in the areas of financial planning, asset allocation investment strategies and account administration, tax and estate planning, charitable giving, education funding, and retirement planning.

Requirements:

  • BA/BS degree, advanced degree preferred.
  • CFP highly desired; CFA, CPA, JD a plus.
  • 10+ years of experience with an investment consulting/management firm, family office, or RIA.
  • Strong financial planning experience.
  • Track record of successful business development.
  • 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:

Greensboro, North Carolina

Reference Number: KL6505

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