Reference Number: MHH7648
Location: Glastonbury, Connecticut

Judson Group has partnered with a boutique wealth management firm in the search for a Senior Wealth Advisor – CFP to develop and manage client relationships. The ideal candidate will be growth-minded with a desire to do outbound client development activities and grow/manage a book of business.

Responsibilities:

• Responsible for proactive face-to-face communication and relationship building with clients, centers of influence, and prospects for clients.
• An entrepreneurial approach of building a business/growth mindset.
• Drive business results by acquiring new assets from existing and new clients.
• Lead financial planning, investment management, and all relationship management needs for client base.
• Effectively communicate investment strategy, planning solutions, and value proposition.
• Ability to deliver a great client experience by effectively arranging internal and external resources to deliver comprehensive wealth management solutions.
• Effectively communicate financial plans during client meetings.
• Collaborate with clients to ensure action items are thoroughly executed and documented.

Requirements:

• 3-5 years of direct experience in a planning role.
• CFP Required.
• 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: Glastonbury, Connecticut

Reference Number: MHH7648