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

  • 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...

  • 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...

  • Wealth Manager

    1 month 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 Wealth Manager. This individual will be helping grow the firm and will have a long-term leadership/opportunity. The ideal candidate will have experience handling complex client transactions, implementing investment and financial planning recommendations, leading...

  • Wealth Manager

    2 months 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 Wealth Manager. This individual will be helping grow the firm and will have a long-term leadership/opportunity. The ideal candidate will have experience handling complex client transactions, implementing investment and financial planning recommendations, leading...

  • Wealth Manager

    2 months 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 Wealth Manager. This individual will be helping grow the firm and will have a long-term leadership/opportunity. The ideal candidate will have experience handling complex client transactions, implementing investment and financial planning recommendations, leading...

  • Senior Wealth Associate

    7 days ago

    Phoenix, United States Versant Capital Management, Inc. Full time

    Are you interested in shaping the future of delivering financial advice? Are you adept at helping people solve complex challenges and supporting them through change? Do you want to be part of a team working toward a shared goal? Are you committed to professional development and personal success?At Versant, Senior Wealth Associates are pivotal in delivering...

  • Senior Tax Manager

    4 months ago

    Phoenix, United States Southwest Accounting Resources, Inc Full time

    Growing wealth management firm is looking for Senior Tax Manager. Senior Manager Tax position has a salary of $150K to $175K plus bonus, with a hybrid remote arrangement in Phoenix, AZ. The ideal candidate will have 10+ years of public accounting experience, CPA or EA certification, and supervisory experience. A Master's in Tax is preferred. The role...

  • Wealth Manager

    3 weeks ago

    Phoenix, AZ, United States Judson Group Full time

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

  • Versant Capital Management, Inc. | Senior Wealth Associate | phoenix, az

    1 week ago

    phoenix, United States Versant Capital Management, Inc. Full time

    Are you interested in shaping the future of delivering financial advice? Are you adept at helping people solve complex challenges and supporting them through change? Do you want to be part of a team working toward a shared goal? Are you committed to professional development and personal success?At Versant, Senior Wealth Associates are pivotal in delivering...

  • Versant Capital Management, Inc. | Senior Wealth Associate | phoenix, az

    6 days ago

    phoenix, United States Versant Capital Management, Inc. Full time

    Are you interested in shaping the future of delivering financial advice? Are you adept at helping people solve complex challenges and supporting them through change? Do you want to be part of a team working toward a shared goal? Are you committed to professional development and personal success?At Versant, Senior Wealth Associates are pivotal in delivering...

  • Wealth Management Advisor

    2 weeks ago

    Phoenix, United States Garry Executive Search Full time

    Garry Executive Search is working with a top-tier wealth management firm that is seeking an experienced Wealth Management Advisor to join their team. This is an exciting opportunity for a driven professional who is passionate about helping clients achieve their financial goals through personalized planning and investment strategies. Key Responsibilities: ...

  • Client Quantitative Analytics Senior Manager

    3 weeks ago

    Phoenix, Arizona, United States Bank of America Full time

    Job Description:Bank of America is seeking a highly skilled Client Quantitative Analytics Manager to join our team. As a key member of our Analytics organization, you will be responsible for managing and overseeing the analytical, team, and client responsibilities across a targeted group of Analytical resources. This includes serving one or more senior...

  • Senior Property Manager

    4 weeks ago

    Phoenix, United States Colliers Full time

    Make your next move an expert one. At Colliers it's not our success that sets us apart, it's how we achieve it. Our people are passionate, take ownership and always do what's right for our clients, people and communities. Why Colliers? Our enterprising environment needs your expertise to facilitate Colliers' continued growth as an industry leader. Our...

  • Senior Strategist

    4 weeks ago

    Phoenix, AZ, United States Edward Jones Full time

    Maybe the markets keep you up at night. Or your idea of a perfect day at the office is a deep dive into equity research. What you do every day helps people achieve and protect their financial goals. Position Schedule: Full-Time Do you have a desire to be a part of the wealth management process? Do you have a strong background in financial planning and...

  • Senior Portfolio Strategist- High Net Worth Team

    4 weeks ago

    Phoenix, United States Edward Jones Full time

    Your passion. Our purpose. This could be powerful.Maybe the markets keep you up at night. Trusts are your forte. Or your idea of a perfect day at the office is a deep dive into equity research. Whatever your passion, at Edward Jones it will have purpose. Your work is meaningful - because it has a singular focus: client relationships. What you do every day...

  • Senior Strategist

    1 month ago

    Phoenix, AZ, United States Edward Jones Full time

    Maybe the markets keep you up at night. Or your idea of a perfect day at the office is a deep dive into equity research. What you do every day helps people achieve and protect their financial goals. Position Schedule: Full-Time Do you have a desire to be a part of the wealth management process? Do you have a strong background in financial planning and...

  • Senior Portfolio Strategist- High Net Worth Team

    4 weeks ago

    Phoenix, United States Edward Jones Full time

    Your passion. Our purpose. This could be powerful.Maybe the markets keep you up at night. Trusts are your forte. Or your idea of a perfect day at the office is a deep dive into equity research. Whatever your passion, at Edward Jones it will have purpose. Your work is meaningful - because it has a singular focus: client relationships. What you do every day...

  • Senior Tax Strategist

    4 weeks ago

    Phoenix, United States Edward Jones Full time

    Your passion. Our purpose. This could be powerful.Maybe the markets keep you up at night. Trusts are your forte. Or your idea of a perfect day at the office is a deep dive into equity research. Whatever your passion, at Edward Jones it will have purpose. Your work is meaningful - because it has a singular focus: client relationships. What you do every day...

  • Senior Tax Strategist

    4 weeks ago

    Phoenix, United States Edward Jones Full time

    Your passion. Our purpose. This could be powerful.Maybe the markets keep you up at night. Trusts are your forte. Or your idea of a perfect day at the office is a deep dive into equity research. Whatever your passion, at Edward Jones it will have purpose. Your work is meaningful - because it has a singular focus: client relationships. What you do every day...

  • Senior Estate Strategist

    4 weeks ago

    Phoenix, United States Edward Jones Full time

    Your passion. Our purpose. This could be powerful.Maybe the markets keep you up at night. Trusts are your forte. Or your idea of a perfect day at the office is a deep dive into equity research. Whatever your passion, at Edward Jones it will have purpose. Your work is meaningful - because it has a singular focus: client relationships. What you do every day...