Lead Wealth Advisor CFP - Hartford, United States - The Judson Group

Description

Reference Number:

MHH7137Location: Hartford, ConnecticutJudson 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 clients 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#J-18808-Ljbffr