Financial Advisor | Westport, Connecticut

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.


  • 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.


  • 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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