Lead Financial Advisor | Naples, Florida

Reference Number: KL6602
Location: Naples, Florida

Judson Group has been retained by a successful RIA in the search for a Lead Financial Advisor. This individual will be in a client-facing role retaining and developing client relationships and continuing to build the practice. This position will take over and oversee a book of business. The ideal candidate will have experience handling complex client transactions, implementing investment and financial planning recommendations, business development, and participating in and conducting client meetings. This position does have opportunity for a Partnership track.

Responsibilities:

  • Build, retain, 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.

Requirements:

  • BA/BS degree, advanced degree preferred.
  • CFP, CFA, CPA, JD a plus.
  • 10+ years of experience with a family office, RIA, or financial institution.
  • Strong financial planning experience.
  • Track record of successful business development.
  • Strong network within the Naples footprint.
  • Experience with CRM, financial planning software, and portfolio accounting software.
  • Able to work under pressure and meet deadlines in a fast-paced, demanding environment.
  • 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.

Compensation: Competitive compensation, bonus, and benefits package.

Location: Naples, Florida

Reference Number: KL6602

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