Wealth Advisor/Financial Planner
Stearns Financial Group, a fee-only wealth management firm with over $1.1B AUM, has partnered with The Judson Group in the search for a Wealth Advisor. This individual will be handling complex financial planning and investment management for the firm’s HNW clients as well as managing the day to day relationships and participating in or conducting client meetings.
Responsibilities:
• Works cohesively with a Senior Client Advisor, anticipating their needs and delivering solutions.
• Build and maintain client relationships in partnership with a Senior Client Advisor.
• Attend all meetings held by a Senior Client Advisor with clients and prospects; conduct solo meetings with clients as appropriate.
• Conduct comprehensive financial plans for HNW clients.
• Draft investment recommendations and reallocation plans for HNW clients.
• Work with clients to ensure action items are thoroughly executed sand documented.
• Gather, review and analyze statements and other financial documents provided by clients.
Requirements:
• 5+ years of financial planning, family office, tax, or investment work with high net worth families.
• Bachelor’s degree.
• CFP or CFA required; CPA, PFS, MBA highly desirable.
• Strong attention to detail, poised, organized, and keen sense of urgency.
• Exceptional communication and presentation skills.
• Strong Excel skills and experience with Microsoft Office products.
Compensation:
Commensurate with experience. Competitive base salary and benefits package.
Location:
Chapel Hill, NC
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.