precise process.
rewarding partnership.

Financial Advisor

Reference Number: DW5759
Location: Hartford, Connecticut

The Judson Group has partnered with an independent RIA with an excess of over $4B AUM in the search for a Financial Advisor focused on working both institutional and Private Client accounts.

The ideal candidate has strong financial planning and investment management experience and the ability to translate complex financial matters. This individual will be providing superior client service to our current client base and network.

Responsibilities and Requirements:

• Advise clients on a variety of financial matters including preparation of individualized wealth management and investment plans.

• Responsible for thorough knowledge of client portfolios and accounts.

• Responsible for performance reconciliation and account trading.

• Prepare client financial plans and documents for client meetings.

• Attend client meetings and develop and maintain long-term client relationships.

• Build and develop HNW client base through various sources including COI’s and networking.

• 3-5 years of wealth experience managing a HNW client base.

• BA/BS Degree required; Strong credentials including CFP, CPWA, CIMA, and/or MBA preferred.

• Series 65 Required.

• 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:

• Base salary competitive with current base and experience level.

Location: Hartford, Connecticut

Ready to take the next step in your career?  Email your resume in MS Word format to solutions@judson-group.com. A search consultant will follow up with you to learn more about your skill set if your skills and experience are determined to be a fit for this opportunity.