Investment Advisor | Phoenix, Arizona

Reference Number: MHH7151
Location: Phoenix, Arizona

Judson Group has partnered with a rapidly growing, boutique RIA in the search for an Investment Advisor located in Phoenix, AZ. This is a client facing position responsible for leveraging established custodian referral sources to increase market share in the assigned footprint. The Investment Advisor is responsible for leading investment reviews with clients, implementing portfolio changes in conjunction with the financial plan, and executing on comprehensive planning.

Responsibilities:

  • Maintain the client relationships, administration, and servicing of all investment needs of assigned clients.
  • Analyze client data to understand trends and develop and prepare complex investment strategies.
  • Participate in client meetings and provide clear, concise guidance and investment advice.
  • Create investment analyses, rebalance portfolios, place trades, and maintain portfolio accounting systems.
  • Knowledge and experience in retirement, charitable, and estate planning.
  • Collaborates and assists various team members to ensure client and team objectives are met.
  • Monitor and analyze reports used for investment performance tracking.
  • Strong networking and business development ability through various means including COIs.

Requirements:

  • BA/BS preferably in Accounting or a related field.
  • Minimum of 5+ years of relevant experience.
  • CFP required or willing to acquire within the first two years.
  • Experience consulting mid-to-high net worth clients highly preferred.
  • Working knowledge of various RIA custodian referral platforms.
  • Strong knowledge and passion for investment/financial planning.
  • 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:
Commensurate with experience.

Location:
Phoenix, Arizona

Reference Number: MHH7151

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