Client Relationship Manager/Financial Advisor | New York, New York

Reference Number: MHH7090
Location: New York, New York

Judson Group has partnered with a growing, highly regarded independent advisory firm in the search for a Client Relationship Manager/Financial Advisor. The firm is known for its team-oriented environment, collaborative approach, and high touch client service capabilities.

The ideal candidate has financial planning and/or investment advisory experience. In this role the employee oversees the client service process, proactively nurturing and enhancing the client relationships. You will handle all aspects of investment management and financial planning for a segment of the firm’s amazing clients. This includes regular reviews, initiating outreach and resolving incoming client inquiries. You’ll be comfortable and confident when interacting with clients’ outside professionals to ensure a thorough and robust financial planning experience. Their outstanding operations and administrative team members are responsible for the day to day while you proactively nurture and enhance client relationships.

Our client believes in a team-oriented environment of motivated people who genuinely enjoy being around each other and having a work/life balance. They welcome like-minded, passionate individuals who are actively pursuing both personal and professional growth. They are currently remote but anticipate a hybrid schedule beginning in the fall.

Responsibilities:

  • Coordinate efforts between the advisors and all service areas of the firm.
  • Lead day-to-day client communication and client service.
  • Review client reports and assist with all planning and implementation for the client.
  • CRM may have direct reports and supervisory responsibilities.
  • Work closely to support advisors with ad hoc client projects, meeting prep and follow up, business development actives and other day-to-day tasks.

Requirements:

  • Bachelor’s degree; advanced degree a plus.
  • 3+ years relevant experience within a wealth management firm.
  • CFP or CRPC preferred.
  • Fully licensed; if not, ability to obtain licenses within 90 days.
  • Strong analytical skills and ability to read and understand legal documents.

Compensation: Competitive compensation package with base salary, bonus, and benefits.

Location: New York, New York

Reference Number: MHH7090

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