Judson Group has partnered with a $19B+ AUM RIA with a national presence in the search for a Senior Wealth Manager . This individual will be helping grow the firm and will have a long-term leadership/opportunity. The ideal candidate will have at least five years 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 client base by anticipating client needs, resolving inquiries, and cultivating deep relationships through superior client service.
- Assist 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 5 years of client-facing experience with an RIA or similar firm as an advisor.
- 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:
Competitive compensation, career path, bonus, and benefits package.
Location:
Phoenix, Arizona