Senior Financial Planning Specialist
4 days ago
Judson Group is seeking a highly skilled Senior Wealth Advisor to join our team. As a key member of our financial planning team, you will be responsible for providing fiduciary expertise to clients through a passion for service and comprehensive wealth solutions.
Key Responsibilities:
- 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.
- 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:
- 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.
About Judson Group:
Judson Group is a leading financial planning firm dedicated to providing comprehensive wealth solutions to our clients. We are committed to delivering exceptional service and expertise to our clients and are seeking a highly skilled Senior Wealth Advisor to join our team.
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