Financial Planner | Central New Jersey

Reference Number: MHH7428
Location: Central New Jersey

Judson Group has partnered with a leading independent, privately-held wealth management firm in Central New Jersey to add a Financial Planner to their team. This will be a unique opportunity to work in a collaborative environment to service clients with a reputable RIA.

The ideal candidate has strong communication skills and solid financial planning and investment acumen. This individual will provide superior client service to the firm’s current client base.

Responsibilities and Requirements:

  • Responsible for attending client meetings and working collaboratively with Senior Advisors to support client relationships
  • Responsible for developing holistic financial plans and long-term investment strategies
  • Responsible for ad hoc special projects for clients and across the firm
  • 3-6 years of experience creating financial plans for HNW clients
  • CFP required, CPA/JD/MBA desirable
  • Prior experience with eMoney, Tamarac, Salesforce or similar platforms

Compensation: Base salary competitive with current base and experience level.

Location: Central New Jersey

Reference Number: MHH7428

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