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Wealth Management Professional

1 month ago

Phoenix, Arizona, United States Judson Group Full time

Judson Group is seeking a seasoned Wealth Manager to join their team in Phoenix, Arizona. This is a fantastic opportunity for a skilled professional to grow their career with a rapidly expanding firm.

The ideal candidate will have experience handling complex client transactions, implementing investment and financial planning recommendations, leading client meetings, and participating in business development. A strong financial planning background and expertise in CRM, financial planning software, and portfolio accounting software are essential.

Key Responsibilities:

  • Provide exceptional client service and support to senior wealth managers and their client base.
  • Assist with investment analysis, retirement/cash flow projections, research, tax planning, and implementation of recommendations.
  • 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 senior wealth managers.

Requirements:

  • BA/BS degree required; Master's degree preferred.
  • CFP required; minimum 5 years of client-facing experience with an RIA or similar firm.
  • Strong financial planning experience and expertise in CRM, financial planning software, and portfolio accounting software.
  • Organized and detail-oriented with excellent communication skills.
  • Able to work under pressure and meet deadlines in a fast-paced environment.

What We Offer:

Competitive compensation, career path, bonus, and benefits package.