Senior Wealth Advisor - San Antonio, United States - Judson Group

Description

Judson Group has been retained by a fast growing, fee-only financial planning firm in San Antonio in the search for a Senior Wealth Advisor CFP. This individual will be providing fiduciary expertise to clients through a passion for service and comprehensive wealth solutions. The ideal candidate will be a CFP and have experience handling client transactions, implementing investment and financial planning recommendations, and participating in or conducting client meetings.

Responsibilities:

• Build and maintain client relationships.
• Provide comprehensive financial planning and investment advisory services that collectively evaluate and plan for retirement, estate planning, risk management, insurance needs, tax planning strategies, and cash flow.
• Work with client support team to provide an exceptional client experience.
• Attend/lead planning 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 clients.
• Schedule financial planning reviews, implementing as necessary.
• Attend networking and professional development opportunities.

Requirements:

• BA/BS degree required; advanced degree preferred.
• CFP required.
• 5+ years of experience with an investment consulting/management firm, family office, or RIA required.
• 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: Competitive compensation, bonus, and benefits package.

Location: San Antonio, Texas