Wealth Advisor | Tampa, Florida

Reference Number: MH7195
Location: Tampa, Florida

Judson Group has been retained by a highly regarded fee-only RIA with a national presence in the search for a Wealth Advisor. This individual will be handling financial planning, retirement planning, and investment management for the firm’s clients as well as managing the day-to-day relationships and participating in/conducting client meetings for current and prospective clients.

Responsibilities:

  • Build and maintain client relationships.
  • Introduce financial planning, estate, tax, and retirement plans to prospective clients.
  • Attend meetings with clients and prospects.
  • Work with clients to ensure action items are thoroughly executed and documented.
  • Gather client data including financial constraints and goals.
  • Manage account administration, cash flow, and all financial/retirement planning inquiries.
  • Schedule financial planning reviews, implementing as necessary.
  • Work with client support team to provide an exceptional client experience.

Requirements:

  • BA/BS degree required; advanced degree preferred.
  • CFP required; Series 65 required (or obtained within six months of employment)
  • 3+ years of experience with an investment consulting/management firm, family office, or RIA.
  • Strong business development track record required.
  • 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:
Tampa, Florida

Reference Number: MH7195

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