Wealth Advisor | Phoenix, Arizona

Reference Number: HRJ6435
Location: Phoenix, Arizona

Judson Group has partnered with a highly-regarded wealth management firm in the search for a Wealth Advisor. This candidate will have the unique role of providing technical financial planning and client relationship management support to the firm’s Senior Wealth Advisors.

Responsibilities:

  • Works cohesively with the Senior Advisors, anticipating their needs and delivering solutions
  • Build and maintain client relationships in partnership with the Advisors
  • Attend all meetings held by the Advisors with clients and prospects; participate in meetings with clients as appropriate – working towards leading meetings
  • Work with clients to ensure action items are thoroughly executed and documented
  • Gather client data including financial constraints and goals in order to construct and deliver complex financial plans
  • Review and analyze statements and other financial documents provided by clients

Requirements:

  • 2-5 years of financial planning, family office, tax, or investment work with high net worth families
  • Bachelor’s degree required; further education strongly preferred
  • CFP or current enrollment in CFP program highly desired
  • Strong attention to detail, poised, organized, and keen sense of urgency
  • Exceptional communication and presentation skills
  • Strong Excel skills and experience with Microsoft Office products

Compensation:

Commensurate with experience. Excellent base salary and benefits package.

Location:

Phoenix, Arizona

Reference Number: HRJ6435

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