Reference Number: HRJ7732
Location: Phoenix, Arizona

Judson Group has partnered with a rapidly growing, nationally recognized RIA managing over $29B in AUM in the search for a driven and relationship-oriented Senior Wealth Manager. This is a high-impact, client-facing role for an experienced professional who thrives on building lasting relationships, delivering exceptional financial guidance, and contributing to a collaborative, growth-oriented team. You’ll also play a key role in supporting business development efforts, helping to grow the client base while deepening existing relationships.

Why You’ll Love This Role:

• Join a thriving RIA with national reach, expanding rapidly with no plans to slow down.
• Clear track for professional growth and leadership opportunities in the short- and long-term.
• Be part of a forward-thinking team that values innovation, integrity, and client service excellence.

What You’ll Be Doing:

• Be the go-to Advisor for a sophisticated client base, offering white-glove service and proactive relationship management.
• Lead comprehensive financial planning and investment strategy conversations, guiding clients through portfolio performance reviews, tax planning, cash flow projections, and more.
• Create and present customized client reports and investment plans that reflect deep research and analysis.
• Execute trades, reconcile portfolios, and monitor ongoing financial strategies to ensure alignment with client goals.
• Stay ahead of market trends and client needs, offering thoughtful, data-driven recommendations.
• Collaborate with a smart, driven team of professionals—because we grow stronger together.

What We’re Looking For:

• CFP® certification required.
• 5-7 years of client-facing advisory experience within an RIA or similar wealth management environment.
• Strong background in financial planning, investment implementation, and complex client servicing.
• Bachelor’s degree required; Master’s degree preferred.
• Proficiency in CRM systems, financial planning software, and portfolio accounting tools.
• Excellent organizational and time management skills, with the ability to prioritize in a fast-paced environment.
• Outstanding communication skills with a proactive, client-first mindset.

Compensation & Benefits:

• Competitive base salary + bonus.
• Comprehensive benefits package.
• Well-defined career path with leadership opportunities.

Reference Number: HRJ7732
Location: Phoenix, Arizona