Family Wealth Advisor – CFP | Phoenix, Arizona

Reference Number: HRJ7250
Location: Phoenix, Arizona

Judson Group has been retained by a highly respected Phoenix firm that is known for their UHNW focus and high-end client service to add a Family Wealth Advisor to their team. The ideal candidate has extensive experience working directly with UHNW clients with a focus on wealth and tax planning and strategies. This individual will be taking over existing clients, focusing on retaining and growing their client base.

Responsibilities:

  • Lead client meetings, ensure that all follow-up and action items are completed.
  • Responsible for preparing financial plans, delivery of those plans, and identifying key action steps.
  • Responsible for implementing investment portfolios based on the firm’s investment philosophy and client’s specific goals and objectives.
  • Build deep relationships with clients, retaining and growing the existing client base.
  • Work with clients to serve a wide variety of their needs; including estate planning, financial literacy and philanthropic strategies, preparing tax returns, and trust returns.

Requirements:

  • 6+ years of client facing wealth management experience preferred.
  • Advanced education and designations desired: CFA, CPA/PFS, JD/LLM
  • CFP designation required.
  • Strong tax experience desired.
  • Ability to take on lead advising responsibilities.
  • Experience with various planning components including retirement planning, tax planning, estate planning, cash flow planning, asset protection, and/or investment planning highly preferred.
  • 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:
Very competitive base salary, bonus, and benefits

Location:
Phoenix, Arizona

Reference Number: HRJ7250

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