Wealth Advisor – CFP | Remote

Reference Number: MHH7365
Location: Remote, but MUST live in either Rochester, New York; Greater NYC Area, or Florida

Judson Group has been retained by a full-service wealth management and financial planning firm in the search for a Wealth Advisor – CFP. The Wealth Advisor will be responsible for managing current and prospective HNW client relationships, play a key role in client meetings, and provide a superior client service experience. The firm is known for its client-first approach and strong offering of services. The ideal candidate has extensive wealth and financial planning experience, investment knowledge, and business development capabilities.

Responsibilities:

  • Build relationships with current and prospective HNW clients and work with them on how to achieve their financial goals.
  • Strong networking and business development ability through various means including COIs.
  • Introduce financial planning, estate, tax, and retirement plans to prospective clients.
  • Attend 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, cash flow, and all financial/retirement planning inquiries.
  • Schedule financial planning reviews, implementing as necessary.
  • Work with client support team to provide an exceptional client experience.
  • ADVISOR MUST HAVE STRONG EXISTING RELATIONSHIPS THAT WILL TRANSITION

Qualifications:

  • 5+ years of wealth experience managing and growing a HNW/UHNW client base required.
  • Bachelor’s degree in finance, accounting or related field is required.
  • CFP required; CFA, CPA, MBA, and/or JD a plus.
  • Knowledge of financial services operational functions, terminology, and software (eMoney).
  • High degree of customer service, confidentiality, and urgency.
  • Excellent interpersonal and communication skills.

Compensation:
Strong base salary, bonus, and benefits

Location:
Remote, but MUST live in either Rochester, New York; Greater NYC Area, or Florida

Reference Number: MHH7365

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