What are the responsibilities and job description for the Financial Planning Specialist position at Judson Group?
Judson Group is proud to be retained by a comprehensive, fee-only wealth management firm in the search for a Financial Planning Specialist. This is an exciting opportunity for a planning professional who thrives in a collaborative environment and is passionate about delivering thoughtful, data-driven advice that truly impacts clients’ lives.
As a Financial Planning Specialist, you’ll play a critical role in the financial planning process—from discovery and analysis to strategy development and implementation. You’ll work alongside experienced advisors to craft sophisticated, personalized plans that help clients make confident financial decisions.
Why You’ll Love This Role:
- This is a collaborative environment where your insights are valued, your voice matters, and advisors see you as a strategic partner—not just support.
- With exposure to complex planning scenarios and direct client interaction, this role offers strong development opportunities for professionals pursuing long-term advisory or advanced planning careers.
- Operate in a fiduciary-focused culture where advice is objective, comprehensive, and always aligned with client best interests.
- This role balances analytical rigor with relationship-building—ideal for someone who enjoys both solving complex problems and seeing the difference those solutions make.
What You’ll Be Doing:
- Gather, organize, and analyze client financial data, including income, expenses, assets, liabilities, insurance, and estate documents.
- Prepare meeting materials and clearly document client goals and evolving priorities.
- Develop comprehensive planning analyses across cash flow, retirement, tax, insurance, education, and estate planning.
- Build and stress-test financial plan scenarios using advanced planning software.
- Draft clear, actionable observations and recommendations for advisor review.
- Prepare polished, client-ready financial plan deliverables.
- Attend client meetings alongside advisors and present planning findings as appropriate.
- Coordinate and track implementation of planning recommendations.
- Collaborate with clients and third-party professionals (CPAs, attorneys) to drive action and accountability.
- Conduct annual and event-driven plan reviews reflecting life changes, tax law updates, and market conditions.
- Monitor client progress and proactively flag material variances.
- Maintain accurate records in CRM and planning systems.
- Conduct investment and economic research to support portfolio management and client inquiries.
What We’re Looking For:
- Bachelor’s degree required; CFP® designation or active enrollment in the CFP® certification program strongly preferred.
- 3 years of experience in financial services.
- Proficiency with financial planning software.
- Strong understanding of the financial planning process and client service best practices.
- Working knowledge of investments and portfolio management fundamentals.
- Exceptional organization and attention to detail, with the ability to manage multiple priorities.
- Proficiency in Microsoft Office Suite.
- Familiarity with financial technology platforms and AI tools is a plus.
Compensation & Benefits:
- Competitive base salary.
- Full suite of benefits.
Location: Pittsburgh, Pennsylvania