Reference Number: MHH7547
Location: Westport, Connecticut

Judson Group has been retained by a growing wealth management firm in the search for a Financial Advisor to develop and manage client relationships. This individual is responsible for business development/new client acquisition and advising HNW clients through comprehensive investment management and financial planning.

The ideal candidate has a strong ability to build a wider network of clients through COIs, niche markets, and referrals.

Responsibilities:

• Source new clients, new business opportunities, and other niche markets.
• Maintain client communication and share relevant information about market updates to may affect their investments.
• Advise clients on a variety of financial matters including preparation of individualized wealth management plans.
• Prepare client financial plans and documents for client meetings.
• Attend client meetings and develop and maintain long-term client relationships.

Requirements:

• 3-5 years of direct experience in business development or sales role.
• Experience as a financial advisor/planner.
• Bachelor’s degree required.
• Series 65 preferred.
• CFP, CIMA desired.
• 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: MHH7547