Reference Number: MHH7274
Location: Alexandria, Virginia
Judson Group has been retained by a growing RIA in the search for a Financial Planner. The Financial Planner is responsible for running client review meetings, updating/presenting financial plans, and articulating the firm’s investment philosophy. The Financial Planner will be the lead relationship manager for clients and be responsible for providing clients with a trusted advisor experience. The ideal candidate has strong knowledge of financial planning and portfolio management.
Responsibilities:
- Responsible for proactive face-to-face communication and relationship building with clients, centers of influence, and prospects for clients.
- Prepare comprehensive financial plans, including data gathering, analyzing financial conditions, and developing recommendations for a set of HNW clients.
- Research and analyze investments, strategies, and market conditions and provide sound financial advice based on findings.
- Strong knowledge in the areas of financial planning, asset allocation investment strategies and account administration.
- Responsible for satisfaction and retention of the firm’s wealth management clients.
- Participate in client meetings when appropriate and executive client requests.
- Grow and develop client base through client and COI referrals.
- Provide leadership to other team members when issues with client requests arise.
Requirements:
- 5+ years of wealth experience managing a HNW client base.
- CFP required.
- Series 7 & 63 are preferred but must be obtained within the first 6 months of employment if hired.
- Schwab Advisor Center experience preferred; Salesforces CRM preferred.
Compensation: Competitive base salary, bonus, and benefits.
Location: Alexandria, Virginia
Reference Number: MHH7274
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