Judson Group · 4 days ago
Wealth Advisor - CFP
Exeter, NH
Full-time
Onsite
Mid LevelJudson Group is a well-established wealth management firm recognized for its exceptional client service and collaborative culture. They are seeking a detail-oriented Wealth Advisor – CFP to assist in preparing financial plans, developing investment recommendations, and ensuring clients receive outstanding service.
EmploymentProfessional ServicesRecruitingStaffing Agency
Responsibilities
Prepare for and participate in client and prospect meetings alongside Advisors
Coordinate and manage follow-up tasks to ensure outstanding client service
Attend new client onboarding and document-signing meetings
Maintain detailed records of client communications and meeting notes
Prepare financial plans, run analyses, and generate investment reports using industry-leading software
Provide thoughtful recommendations on financial planning, insurance, tax, and estate strategies
Collaborate with the Client Services and Operations teams to ensure a seamless client experience
Manage client access and data within financial planning systems
Oversee annuity, life, disability, and long-term care insurance quoting and paperwork
Continuously monitor clients’ financial situations and help identify strategic opportunities
Keep CRM systems accurate and up-to-date with client tasks, notes, and updates
Qualification
Required
Bachelor's Degree required
Proven experience in wealth management, financial planning, or investment management
Solid understanding of securities regulations and the financial planning process
Strong communication skills — both written and verbal — with a client-centered mindset
Excellent organizational, analytical, and time management abilities
Proficiency with CRM and financial planning/investment management software
A professional, proactive, and collaborative approach to your work
Ability to thrive under pressure and maintain composure through market changes
Preferred
CFP certification preferred or eligibility to sit for the exam
Benefits
Highly competitive base salary + bonus opportunities
Full suite of benefits
Career advancement opportunities
Company
Judson Group
Judson Group has provided retained, priority, and contingency search services to a number of leading large, mid-sized, and small organizations nationally.
Founded in 2002
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase