What are the responsibilities and job description for the RIA'S position at JD Group Holdings, LLC?
Company Description
JD Group Holdings, LLC offers personalized financial and investment services to high-net-worth individuals and families.
Role Description
This is a full-time hybrid role for a RIA (Registered Investment Advisor) at JD Group Holdings, LLC. The RIA will be responsible for providing personalized financial and investment services to high-net-worth clients. This role is located in Newtown Square, PA, with the flexibility for some remote work.
Qualifications
- Financial Planning, Investment Management, and Wealth Management skills
- Strong analytical and problem-solving skills
- Client Relationship Management skills
- Certified Financial Planner (CFP) designation
- Bachelor's degree in Finance, Economics, Business, or related field
- Knowledge of regulatory requirements and compliance
- Excellent communication and interpersonal skills
- Ability to work both independently and as part of a team