Senior Wealth Manager

2 weeks ago

phoenix, United States Judson Group Full time

Judson Group has partnered with a $19B+ AUM RIA with a national presence in the search for a Senior Wealth Manager. This individual will be helping grow the firm and will have a long-term leadership/opportunity. The ideal candidate will have at least five years experience handling complex client transactions, implementing investment and financial planning recommendations, leading client meetings, and participating in business development.


This is a fantastic opportunity for an advisor with strong client facing skills to grow their career with a rapidly expanding firm. There is tremendous ability for growth in both the medium and long term for the individual who fills this role.


Responsibilities:

  • Serve as a primary point of contact for the client base by anticipating client needs, resolving inquiries, and cultivating deep relationships through superior client service.
  • Assist with investment analysis, retirement/cash flow projections, research, tax planning, and implementation of recommendations as needed.
  • Create client presentations and assist with client meetings.
  • Handle client-related requests and account service inquiries.
  • Organize and analyze financial data received from new and existing clients.
  • Monitor client portfolios and communicate updates and recommendations.
  • Execute and reconcile trades as directed by the senior wealth managers.
  • Assist clients with implementation of recommended and agreed-upon strategies.


Requirements:

  • BA/BS degree required; Master’s degree preferred.
  • CFP required; minimum 5 years of client-facing experience with an RIA or similar firm as an advisor.
  • Strong financial planning experience required.
  • 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, career path, bonus, and benefits package.


Location:

Phoenix, Arizona

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