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    Judson Group seeks an expert in comprehensive financial planning to collaborate with a leading wealth management firm in Central New Jersey. As a Financial Advisor - CFP, you will provide exceptional client service and develop personalized financial plans tailored to their needs.The ideal candidate should possess strong communication skills and a solid...

Financial Planner

2 months ago

Martinsville, New Jersey, United States Judson Group Full time
Financial Advisor - CFP Opportunity

Judson Group has partnered with a leading independent, privately-held wealth management firm in Central New Jersey to add a Financial Advisor - CFP to their team. This collaboration will enable the selected candidate to work in a collaborative environment to service clients' financial needs with a reputable RIA.

The ideal candidate will possess strong communication skills and solid financial planning and investment acumen. This individual will provide superior client service to the firm's current client base.

Key Responsibilities:
  • Attend client meetings and work collaboratively with Senior Advisors to support client relationships.
  • Over time, move into a primary contact role for a segment of the firm's existing clients.
  • Develop and communicate holistic financial plans and long-term investment strategies.
  • Assist with estate planning, insurance policies, education funding, and retirement planning.
  • Handle client-related requests and account service inquiries.
  • Assist clients with implementation of recommended and agreed-upon strategies.
  • Generate reports and other deliverables for both client-facing and back-office needs.
  • Work with clients to ensure action items are thoroughly executed and documented.
  • Responsible for ad hoc special projects for clients and across the firm.
Requirements:
  • 3-6 years of experience creating financial plans for HNW clients.
  • CFP required.
  • Bachelor's degree.
  • Prior experience with eMoney, Tamarac, Salesforce or similar platforms.
  • Ability to provide high level of authentic service and compassion to client relationships.
  • Detail-oriented focus and a professional demeanor.

Compensation: Competitive base salary, bonus, and benefits

Location: Martinsville, New Jersey; on-site.