Lead Wealth Advisor – CFP | Hartford, Connecticut

Reference Number: MHH7137
Location: Hartford, Connecticut

Judson Group has partnered with a highly regarded fee-only RIA in the search for a Lead Wealth Advisor – CFP. This individual will be managing current and new client relationships, as well as reviewing and discussing financial strategies to meet client goals. They will work with a team of advisors and support staff to meet the client’s needs.

Responsibilities:

• Build and maintain client relationships.
• Solve complicated financial planning, estate, tax and retirement issues.
• Work with client support team to provide an exceptional client experience.
• Lead 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 assigned clients.
• Understands the role of a fiduciary and that clients come first.

Requirements:

• BA/BS degree required; advanced degree preferred.
• CFP required.
• Has completed at least 30 full financial plans in MoneyGuide Pro (consideration given to other planning software)
• 7+ years of experience with an investment consulting/management firm, family office, or RIA.
• Strong business development track record required.
• Experience with CRM, financial planning software, and portfolio accounting software.
• Organized and detail oriented while managing and prioritizing multiple tasks simultaneously.
• Proof of COVID-19 Vaccination or negative COVID-19 Test Results is required.

Compensation & Benefits:
Competitive compensation, bonus, and benefits package.

Location:
Hartford, Connecticut

Reference Number: MHH7137