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