What are the responsibilities and job description for the Financial Advisor - CFP position at Judson Group?
Judson Group has been retained by a boutique RIA in the search for a Financial Advisor – CFP. This individual will report directly to the owner, take over existing client relationships, and will be responsible for leading all client meetings and developing meaningful personalized financial plans.
This is a great opportunity for a growth-oriented advisor with experience leading relationships to join a growing firm with partnership potential.
Responsibilities:
- Responsible for satisfaction and retention of the firm’s wealth management clients.
- Manage and set client expectations.
- Plan and lead client meetings.
- Handle account administration, cashiering, and all documentation required for portfolio.
- Responsible for developing and presenting comprehensive financial plans and long-term investment strategies.
- Analyze client data to understand trends and develop and prepare complex financial and investment plans and recommendations based on findings.
- Identify new assets within existing book of business as well as new opportunities.
- Work with clients to ensure action items are thoroughly executed and documented.
- Conduct financial planning reviews.
- Collaborate with various team members to ensure a full-scope financial plan is implemented.
Requirements:
- 7 years of HNW client facing experience required.
- Bachelor’s Degree and Series 65 required.
- CFP required; other credentials including CPA, CFA, FPQP, JD, and MBA a plus.
- Must possess high self-initiative.
- Business development experience preferred.
- Experience with CRM, financial planning software, and portfolio accounting software.
- Organized and detail oriented while managing and prioritizing multiple tasks simultaneously.
- Strong communication, presentation, and technology skills.
Compensation: Competitive base salary, bonus, and benefits
Location: Tucson, Arizona
