Lead Financial Advisor | Scottsdale, Arizona

Reference Number: HRJ6966
Location: Scottsdale, Arizona

Judson Group has been retained by a financial planning focused wealth management firm in Scottsdale, AZ in the search for a Lead Financial Advisor. This advisor will be taking over existing relationships and servicing new clients brought in by the firm’s business developers. The ideal candidate will have deep financial planning knowledge. The firm has a passive investment approach and major focus on business owners and entrepreneurs.

Responsibilities:

  • Directly manage 30 – 50 client relationships
  • Take over ~30 existing client relationships within the first 6 months – serving as their lead advisor
  • Serve as the liaison for client’s external attorneys, accountants, bankers, etc.
  • Perform deep financial planning for prospective clients to find gaps & opportunities
  • Develop new ways to continuously provide the best service to the firm’s clients

Requirements:

  • Bachelor’s degree required; advanced degree preferred
  • 5+ years’ experience with RIA in client facing role
  • CFP designation or current enrollment in CFP program highly preferred
  • Corporate finance experience a plus

Compensation:
Very competitive base salary, bonus, and benefits

Location:
Scottsdale, Arizona

Reference Number: HRJ6966

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