Client Advisor | Phoenix, Arizona

Reference Number: HRJ6297
Location: Phoenix, Arizona

Judson Group has partnered with an independent, boutique RIA in the search for a Client Advisor. The Client Advisor acts as the relationship manager, collaborating with firm Partners as well as independently helping to maintain client relationships through communications and coordinated delivery of services to individuals, families, trusts, and foundations.

The ideal candidate has financial services experience and a desire to work in a team-based environment with HNW client relationships.

Responsibilities:

  • Maintain regular client communication, attend client meetings, and handle client service process.
  • Participate in maintenance of client accounts including account opening and compliance reviews.
  • Prepare client meeting materials and custom reporting.
  • Delivers and reviews results and recommendations effectively with clients.
  • Work closely with team members in investment management activities including implementing investment objectives, rebalancing account trades, monitoring asset allocation and investment performance and investment transitions, tax planning and tax compliance.
  • Works collaboratively with attorneys, CPAs, and other of the clients’ advisors, as appropriate.
  • Is viewed by the client as the primary point of contact and a trusted advisor.

Requirements:

  • 5-15 years of financial services experience preferably with exposure to wealth management.
  • Supervisory/mentorship experience required.
  • Bachelor’s degree required; Advanced degree, CFP, CFA, CPA, JD highly preferred.
  • Series 65 required.
  • Knowledge of trust administration and fiduciary laws and policies.

Compensation:
Attractive base salary and bonus potential along with excellent benefits package.

Location: Phoenix, Arizona

Reference Number: HRJ6297

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