Senior Financial Advisor
Company: The Judson Group
Posted on: November 19, 2022
Reference Number: HRJ7320
Location: Clearwater, Florida Judson Group has been retained by a
nationally recognized RIA in the search for a Senior Financial
Advisor. This individual will take on a client-facing lead role
with financial planning and investment management responsibilities.
The ideal candidate will have experience handling client
transactions, implementing investment and financial planning
recommendations, business development exposure, and conducting
client meetings.This is a great opportunity to work closely with
the firm's partners, slowly transitioning current clients while
taking the lead on new clients coming into the firm. This position
does offer a path to partnership.Responsibilities:
- Responsible for all planning, analysis, risk tolerance
discussions for investments and other decisions that affect the
- Conduct regular client meetings and communicate regularly with
clients to update on progress of their financial goals.
- Prepare and update financial plans, insurance documents, estate
and tax plans, and retirement strategies.
- Work with client support team to provide an exceptional client
- Work with clients to ensure action items are thoroughly
executed and documented.
- Strong knowledge in the areas of financial planning, asset
allocation investment strategies and account administration, tax
and estate planning, charitable giving, insurance, and retirement
- 7+ years with a financial planning/investment management firm,
family office, or RIA.
- Strong financial planning and investment management
- Track record of successful business development a plus.
- Experience with CRM, financial planning software, and portfolio
- 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 & Benefits:
Competitive compensation, bonus, and benefits package.
Keywords: The Judson Group, Clearwater , Senior Financial Advisor, Accounting, Auditing , Clearwater, Florida
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