Financial Planning Associate | New Hope, Pennsylvania

Reference Number: MHH7138
Location: New Hope, Pennsylvania

Judson Group has partnered with an established independent financial advisory firm in the search for a Financial Planning Associate. The Financial Planning Associate will work on a client-centric team focusing on the planning needs of HNW individuals and families. The ideal candidate has some experience working directly on complex client relationships.

Responsibilities:

  • Responsible for various client interactions including cultivating current and prospective clients.
  • Participate in various aspects of financial plan implementation.
  • Responsible for ongoing updates to existing financial plans.
  • Prepare reports and analysis for client service requests.
  • Work with clients to ensure action items are thoroughly executed and documented.
  • Prepare for and attend client meetings.

Requirements:

  • 1-3 years of financial planning experience.
  • Bachelor’s degree; CFP or progress towards CFP.
  • Strong attention to detail, poised, organized, and keen sense of urgency.
  • Exceptional communication and presentation skills.
  • Strong Excel skills and experience with Microsoft Office products, MoneyGuidePro, Redtail, Assetbook, Fidelity, TD Ameritrade, and Charles Schwab are a plus.

Compensation: Commensurate with experience

Location: New Hope, Pennsylvania

Reference Number: MHH7138

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