Reference Number: MHH7453
Location: Westport, Connecticut
Judson Group has partnered with a growing wealth management firm in the search for a Financial Advisor to service an existing and prospective client base. This individual is responsible for advising HNW clients through comprehensive investment management and financial planning.
The ideal candidate has a track record of servicing clients as a lead advisor or as part of a team as well as advanced financial planning knowledge. They should have a strong ability to build a wider network of clients through COIs, niche markets, and referrals.
Responsibilities:
- Advise clients on a variety of financial matters including preparation of individualized wealth management plans.
- 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:
- Minimum of 4 years of experience advising clients in a support or lead role.
- Bachelor’s degree required.
- CFP required; Series 7, 65/66 licenses.
- 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: Westport, Connecticut
Reference Number: MHH7453
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