Financial Planner | Austin, Texas

Reference Number: KL6724
Location: Austin, Texas

Judson Group has partnered with a growing financial management firm to add a Financial Planner to their team. This individual will be supporting the firm’s senior team members with financial planning responsibilities. This individual will be managing existing relationships as well as new clients. The ideal candidate will have experience handling complex client transactions, implementing investment and financial planning recommendations, and participating in or conducting client meetings.

The ideal candidate has strong communication skills and solid financial planning and investment acumen. This individual will provide superior client service to the firm’s current client base.

Responsibilities:

  • Responsible for various client planning needs including investments, estate planning, and tax planning.
  • Responsible for attending client meetings and working collaboratively with Senior Advisors to support client relationships.
  • Build and maintain client relationships.
  • Work with clients to ensure action items are thoroughly executed and documented.
  • Gather client data including financial constraints and goals.

Requirements:

  • BA/BS Degree; advanced degree and/or designations (CFP, MBA, JD) preferred.
  • 1+ years of experience with a financial planning firm, family office, or RIA.
  • Experience working with UHNW/HNW clients preferred.
  • 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: Competitive compensation, bonus, and benefits package

Location: Austin, Texas

Reference Number: KL6724

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