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Senior Wealth Advisor

3 months ago

San Antonio, United States Judson Group Full time

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