Judson Group · 2 weeks ago
Financial Advisor - CFP
Tucson, AZ
Full-time
Onsite
Senior Level
7+ years expJudson Group is seeking a Financial Advisor – CFP for a boutique RIA. This role involves managing client relationships, leading meetings, and developing personalized financial plans for clients.
EmploymentProfessional ServicesRecruitingStaffing Agency
Responsibilities
Responsible for satisfaction and retention of the firm’s wealth management clients
Manage and set client expectations
Plan and lead client meetings
Handle account administration, cashiering, and all documentation required for portfolio
Responsible for developing and presenting comprehensive financial plans and long-term investment strategies
Analyze client data to understand trends and develop and prepare complex financial and investment plans and recommendations based on findings
Identify new assets within existing book of business as well as new opportunities
Work with clients to ensure action items are thoroughly executed and documented
Conduct financial planning reviews
Collaborate with various team members to ensure a full-scope financial plan is implemented
Qualification
Required
7+ years of HNW client facing experience required
Bachelor's Degree and Series 65 required
CFP required; other credentials including CPA, CFA, FPQP, JD, and MBA a plus
Must possess high self-initiative
Organized and detail oriented while managing and prioritizing multiple tasks simultaneously
Strong communication, presentation, and technology skills
Preferred
Business development experience preferred
Experience with CRM, financial planning software, and portfolio accounting software
Benefits
Bonus
Benefits
Company
Judson Group
Judson Group has provided retained, priority, and contingency search services to a number of leading large, mid-sized, and small organizations nationally.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase