Financial Co-Planner – CFP | Falls Church, Virginia

Reference Number: MHH7264
Location: Falls Church, Virginia

Judson Group has partnered with a growing wealth management firm to add a Financial Co-Planner – CFP to their team. This individual will be supporting the firm’s Primary Financial Planner with financial planning responsibilities and extensive client communication. The ideal candidate will have experience handling complex client transactions, requesting/generating various financial documents, and participating in client meetings.

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

Responsibilities:

  • Support the Primary Financial Planner with various client planning needs including investments, estate planning, and tax planning.
  • Responsible for attending client meetings and working collaboratively with Primary Financial Planner to support client relationships.
  • Provide superior client support through answering client questions, consistent communication, and following up on client requests.
  • Work with clients to ensure action items are thoroughly executed and documented.

Requirements:

  • BA/BS Degree; advanced degree preferred.
  • CFP required.
  • 1+ years of experience with a financial planning firm, family office, or RIA.
  • Experience working with UHNW/HNW clients preferred.
  • Experience with Junxure, Orion, MoneyGuidePro, and Morningstar.
  • 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: Falls Church, Virginia

Reference Number: MHH7264

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