Financial Advisor | Wayne, Pennsylvania

Reference Number: MHH7411
Location: Wayne, Pennsylvania

Judson Group has partnered with a growing national RIA in the search for a Financial Advisor to service an existing group of clients as part of a team. This individual is responsible for assisting in new business development activities and manage existing client relationships by implementing financial and investment plans and strategies. The ideal candidate has a track record of growing and servicing clients as well as advanced financial planning knowledge.

Responsibilities:

  • Manage and retain established client relationships.
  • Advise clients on a variety of financial matters including preparation of individualized wealth management plans under the guidance of existing Senior Financial Advisors.
  • Responsible for thorough knowledge of client portfolios and accounts.
  • Prepare client financial plans and documents for client meetings.
  • Attend client meetings and develop and maintain long-term client relationships.

Requirements:

  • 3+ years of experience advising clients in a support or lead role.
  • Bachelor’s degree required.; advanced degree highly desired.
  • CFP, CIMA highly preferred.
  • Series 7, 65, 66.
  • Desired traits include client service mentality, self-starter, and sense of urgency.
  • Exceptional communication and presentation skills.

Compensation: Attractive compensation package including base salary, bonus, and benefits

Location: Wayne, Pennsylvania

Reference Number: MHH7411

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