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Financial Planner

Reference Number: JM5816
Location: West Deptford, New Jersey

The Judson Group has partnered with a highly regarded and ambitious wealth management firm in West Deptford, NJ with around $300MM AUM in the search for a Financial Planner. This individual will be supporting the firm’s financial advisors and clients with financial planning responsibilities. The ideal candidate will have experience handling complex client transactions, implementing investment and financial planning recommendations, and participating in client meetings. This individual will be expected to deliver unwavering commitment to exceeding client and community expectations.

Responsibilities:

• Serves as resource for financial advisors in designing a tailored financial analysis or comprehensive financial plan for a client that meets their financial needs or goals.

• Build and maintain client relationships in partnership with the financial advisors.

• Monitor asset allocation models and asset rebalancing.

• Attend meetings held by the financial advisors with clients and prospects.

• Summarizes client meeting notes and provides recommended planning options with summary and forecast.

• Work with clients to ensure action items are thoroughly executed and documented.

• Gather client data including financial constraints and goals.

• Conduct financial planning reviews, implementing as necessary.

• Assist in development of marketing materials.

Requirements:

• BA/BS Degree; advanced degree and/or designations (CFP, MBA, JD) strongly preferred.

• 2+ years of experience with an investment consulting/management firm, family office, or RIA.

• Series 7 and 66 or ability of achieve within 6 months.

• CFP designation or ability to achieve within 36 months.

• Life, Health and Variable annuity license or ability to obtain within 12 months.

• Strong working knowledge of investment concepts such as asset allocation, retirement plans, equities, fixed income, mutual funds and insurance based products.

• 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 base salary.

• Bonus potential based on individual goals and company performance.

Location:

West Deptford, NJ

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.