Client Advisor – CFP | Plymouth Meeting, Pennsylvania

Reference Number: MHH7448
Location: Plymouth Meeting, Pennsylvania

Judson Group has partnered with a well-established and growing RIA in the search for a Client Advisor. This individual will be supporting UHNW clients. This individual will be responsible for developing all-encompassing financial plans and managing client relationships.

The ideal candidate has 8+ years of client facing wealth management experience with a strong background in financial planning and a high attention to detail.

Responsibilities:

  • Responsible for the direct management and oversight of HNW clients.
  • Partner with existing Financial Advisors and client services to support established client relationships.
  • Participate in all client appointments (in person and virtual).
  • Handle client-related requests and account service inquiries without advisor input.
  • Organize and analyze financial data received from new and existing clients.
  • Work with outside advisors including attorneys and accountants to facilitate a holistic wealth plan.
  • Assist clients with implementation of recommended and agreed-upon strategies.
  • Generate reports and other deliverables for both client-facing and back-office needs.
  • Embrace investment strategy of the firm and provide investment education and recommendations.

Requirements:

  • Bachelor’s Degree required.
  • CFP required.
  • 8+ years managing UHNW/HNW client relationships.
  • Experience developing, positioning, and presenting comprehensive financial planning strategies in an easy-to-understand manner to clients required.
  • Detail-oriented focus and a professional demeanor.
  • Strong interpersonal, written, and telephone communication skills.
  • Ability to provide high level of authentic service and compassion to client relationships.
  • Previous experience inputting and managing client case work within CRM database.
  • Dedication to high quality of work, significant attention to detail, and on-time deliverables.

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

Location: Plymouth Meeting, Pennsylvania

Reference Number: MHH7448

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