Wealth Advisor – CFP | Phoenix, Arizona

Reference Number: HRJ7285
Location: Phoenix, Arizona

Judson Group has partnered with a $4B+ AUM RIA with a national presence in the search for a Wealth Advisor – CFP. This individual will be taking over existing client referral channels, helping grow the firm, and will have a long-term leadership/opportunity. The ideal candidate will have experience handling complex client transactions, implementing investment and financial planning recommendations, leading client meetings, and participating in business development.

This is a fantastic opportunity for an advisor with strong client facing skills to grow their career with a rapidly expanding firm. There is a strong growth path for this individual and the firm has a path to equity.

Responsibilities:

  • Build and maintain client relationships, mine existing client base for referrals.
  • Lead meetings with clients and prospects.
  • Lead planning and relationship management, including day-to-day client needs and formal reviews.
  • Work closely with senior leadership to help grow the firm, executing on the founder’s vision.
  • Develop referral networks and participate in firm wide business development activities.
  • Work with associates to ensure action items are thoroughly executed and documented.

Requirements:

  • BA/BS degree required; Master’s degree preferred.
  • CFP required; minimum 6 years of client-facing experience with an RIA or similar firm.
  • Strong financial planning experience required.
  • Experience with CRM, financial planning software, and portfolio accounting software.
  • 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 & Benefits:
Competitive compensation, career path, bonus, and benefits package.

Location: Phoenix, Arizona/San Diego, California

Reference Number: HRJ7285

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