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