Judson Group has been retained by a fast growing, fee-only financial planning firm in San Antonio in the search for a Senior Wealth Advisor – CFP. This individual will be providing fiduciary expertise to clients through a passion for service and comprehensive wealth solutions. The ideal candidate will be a CFP and have experience handling client transactions, implementing investment and financial planning recommendations, and participating in or conducting client meetings.
Responsibilities:
- Build and maintain client relationships.
- Provide comprehensive financial planning and investment advisory services that collectively evaluate and plan for retirement, estate planning, risk management, insurance needs, tax planning strategies, and cash flow.
- Work with client support team to provide an exceptional client experience.
- Attend/lead planning 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 clients.
- Schedule financial planning reviews, implementing as necessary.
- Attend networking and professional development opportunities.
Requirements:
- BA/BS degree required; advanced degree preferred.
- CFP required.
- 5+ years of experience with an investment consulting/management firm, family office, or RIA required.
- Strong financial planning experience.
- Experience with CRM, financial planning software, and portfolio accounting software.
- 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 compensation, bonus, and benefits package.
Location:
San Antonio, Texas
