Lead Wealth Advisor – CFP | Glastonbury, Connecticut

Reference Number: MHH7137
Location: Glastonbury, Connecticut

Judson Group has partnered with a highly regarded fee-only RIA in the search for a Lead Wealth Advisor – CFP. This individual will be managing current and new client relationships, as well as reviewing and discussing financial strategies to meet client goals. They will work with a team of advisors and support staff to meet the client’s needs.

Responsibilities:

  • Build and maintain client relationships.
  • Solve complicated financial planning, estate, tax and retirement issues.
  • Work with client support team to provide an exceptional client experience.
  • Lead 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, cashiering, and forms for assigned clients.
  • Understands the role of a fiduciary and that clients come first.

Requirements:

  • BA/BS degree required; advanced degree preferred.
  • CFP required.
  • Has completed at least 30 full financial plans in MoneyGuide Pro (consideration given to other planning software)
  • 7+ 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.
  • Proof of COVID-19 Vaccination or negative COVID-19 Test Results is required.

Compensation & Benefits:
Competitive compensation, bonus, and benefits package.

Location:
Glastonbury, Connecticut

Reference Number: MHH7137

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