Wealth Manager

Judson Group has partnered with a $19B+ AUM RIA with a national presence in the search for a Wealth Manager. This individual will be 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 tremendous ability for growth in both the medium and long term for the individual who fills this role.

Responsibilities:

• Serve as a primary point of contact for the senior wealth manager’s client base by anticipating client needs, resolving inquiries, and cultivating deep relationships through superior client service.
• Assist senior wealth managers with investment analysis, retirement/cash flow projections, research, tax planning, and implementation of recommendations as needed.
• Create client presentations and assist with client meetings.
• Handle client-related requests and account service inquiries.
• Organize and analyze financial data received from new and existing clients.
• Monitor client portfolios and communicate updates and recommendations.
• Execute and reconcile trades as directed by the senior wealth managers.
• Assist clients with implementation of recommended and agreed-upon strategies.

Requirements:

• BA/BS degree required; Master’s degree preferred.
• CFP required; minimum 7 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