Wealth Advisor

4 weeks ago

Phoenix, United States The Judson Group Full time

Reference Number: HRJ7502 Location: Phoenix, Arizona Judson Group has partnered with a $8B+ AUM RIA with a national presence in the search for a

Wealth Advisor . This individual will be taking over existing client referral channels, 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 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 a strong growth path for this individual and the firm has a path to equity. Responsibilities: Build and maintain client relationships, mine existing client base for referrals. Lead meetings with clients and prospects. Lead planning and relationship management, including day-to-day client needs and formal reviews. Work closely with senior leadership to help grow the firm, executing on the founder’s vision. Develop referral networks and participate in firm wide business development activities. Work with associates to ensure action items are thoroughly executed and documented. Requirements: CFP required; minimum 6 years of client-facing experience with an RIA or similar firm. 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 & Benefits: Competitive compensation, career path, bonus, and benefits package.

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