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Lead Wealth Advisor - CFP

Company: The Judson Group
Location: Hartford
Posted on: May 24, 2023

Job Description:

Reference Number: MHH7137
Location: Hartford, Connecticut Judson Group has partnered with a highly regarded fee-only RIA in the search for a Lead Wealth Advisor - CFP. This individual will be managing current and new client relationships, as well as reviewing and discussing financial strategies to meet client goals. They will work with a team of advisors and support staff to meet the client's needs. Responsibilities:

  • Build and maintain client relationships.
  • Solve complicated financial planning, estate, tax and retirement issues.
  • Work with client support team to provide an exceptional client experience.
  • Lead meetings 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.
  • Understands the role of a fiduciary and that clients come first. Requirements:
    • BA/BS degree required; advanced degree preferred.
    • CFP required.
    • Has completed at least 30 full financial plans in MoneyGuide Pro (consideration given to other planning software)
    • 7+ years of experience with an investment consulting/management firm, family office, or RIA.
    • Experience with CRM, financial planning software, and portfolio accounting software.
    • Organized and detail oriented while managing and prioritizing multiple tasks simultaneously.
    • Proof of COVID-19 Vaccination or negative COVID-19 Test Results is required. Compensation & Benefits:
      Competitive compensation, bonus, and benefits package. Judson Group1059 Wealthy Street SE, Suite 201 Grand Rapids, MI 49506

Keywords: The Judson Group, Hartford , Lead Wealth Advisor - CFP, Other , Hartford, Connecticut

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