Reference Number: MHH7365
Location: Rochester, New York

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:
Rochester, New York

Reference Number: MHH7365