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Wealth Advisor

2 months ago

Tucson, United States The Judson Group Full time

Reference Number: HRJ7200 Location: Tucson, Arizona Judson Group has been retained by a large, independent RIA to add a

Wealth Advisor

to their advisory team. Our client provides independent investment and financial planning advice to help clients make sound financial decisions. The Wealth Advisor serves as the firm’s primary point of contact for a select group of clients, managing existing client relationships and formulating and implementing advice. There is also expectation to develop new client relationships. This individual will manage client relationships, providing sound financial planning advice and counsel, and work closely with all members of the team to exceed client expectations. Responsibilities: Develop and manage existing client relationships, including ongoing regular client contact and communications Develop new client relationships and networking through various channels including referrals and COIs Develop a knowledge of the client’s entire financial situation and prepare comprehensive financial plans Financial planning duties include retirement modeling, risk management/insurance analysis, education modeling, estate planning and tax reviews Prepare materials for and lead meetings with clients and prospective clients Work with clients to ensure action items are thoroughly executed and documented Work with client support team to provide an exceptional client experience Qualifications: 5+ years of experience in financial advisory services with demonstrated ability to develop and manage existing client relationships Bachelor’s Degree required; advanced degree preferred CFP required Strong technical and software program experience A self-motivated, highly driven, and entrepreneurial personality Client first approach with can-do attitude; decisive, organized, and able to multi-task Compensation: Competitive base salary, bonus, and benefits Judson Group1059 Wealthy Street SE, Suite 201 Grand Rapids, MI 49506

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