Financial Advisor/Planner – CFP | Austin, Texas

Reference Number: MHH7516
Location: Austin, Texas

Judson Group has partnered with a growing RIA in Austin in the search for a Financial Advisor/Planner – CFP. This individual will be supporting the firm’s Senior Advisors with financial advising/planning responsibilities while taking on lead client responsibilities as appropriate. The ideal candidate will have experience handling client transactions, implementing investment and financial planning recommendations, and participating in or conducting client meetings.

Responsibilities:

• Build and maintain client relationships in partnership with the Senior Advisors.
• Work with client support team to provide an exceptional client experience.
• Attend meetings held by Advisors with clients and prospects.
• Work with clients to ensure action items are thoroughly executed and documented.
• Gather client data including financial constraints and goals.
• Manage account administration, cashiering, and forms for assigned clients.
• Schedule financial planning reviews, implementing as necessary.

Requirements:

• BA/BS degree required; advanced degree preferred.
• CFP required; Series 65.
• 5+ years of experience with an investment consulting/management firm, family office, or RIA.
• Strong financial planning experience.
• Experience with CRM, financial planning software, and portfolio accounting software.
• Organized and detail oriented while managing and prioritizing multiple tasks simultaneously.
• Able to work under pressure and meet deadlines in a fast-paced, demanding environment.

Compensation & Benefits:
Competitive compensation, bonus, and benefits package.

Location: Austin, Texas

Reference Number: MHH7516