Wealth Advisor

Job Description

Judson Group is proud to partner with a fast-growing, nationally recognized RIA in the search for a Wealth Advisor . This is an outstanding opportunity to join a top-rated firm with a reputation for delivering sophisticated planning, personalized investment strategies, and a client experience that goes beyond expectations.

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In this client-facing role, you'll partner closely with Managing Advisors and client service professionals, specifically with tax professionals, to design and execute holistic wealth strategies for high-net-worth individuals and families. You'll serve as a trusted resource—building relationships, delivering results, and helping clients live with greater confidence and clarity.

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If you're a seasoned, credentialed advisor who thrives in a collaborative, fast-paced environment and wants to play a key role in a nationally prominent advisory team, this could be your next big career move.

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Why You’ll Love This Role:

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• Join a nationally respected RIA with an impressive growth trajectory and deep planning capabilities.
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• Help high-net-worth clients navigate life’s most important financial decisions.
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• Collaborate with smart, supportive professionals who value excellence and partnership.
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• Leverage cutting-edge tools and resources to deliver best-in-class client service.
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• Clear advancement opportunities in a performance-driven and people-first culture.
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What You'll Be Doing:

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• Build and manage deep, trusted relationships with clients by leading and supporting ongoing wealth planning conversations.
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• Work closely with Managing Advisors to implement customized financial, estate, tax, and retirement plans.
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• Lead client and prospect meetings, guiding discussions with clarity, professionalism, and empathy.
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• Analyze financial data, identify gaps, and develop sophisticated strategies that reflect client goals and life stages.
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• Handle client action items from start to finish—ensuring follow-through and a seamless advisory experience.
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• Manage account administration, cash flow requests, and all financial planning inquiries.
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• Coordinate investment implementation and trading needs with the Asset Management Department.
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• Collaborate with the client service team to ensure a white-glove client experience at every touchpoint.
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What We’re Looking For:

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• Minimum 5 years of experience in a client-facing, advisor role.
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• One or more designation required: CFP, CFA, CPA
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• Bachelor’s degree required.
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• Expertise in comprehensive financial planning, portfolio strategy, and client relationship management.
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• High emotional intelligence, strong communication skills, and an unwavering commitment to client service.
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• Detail-oriented, organized, and capable of managing multiple complex priorities with precision.
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• Familiarity with CRM systems, financial planning tools, and portfolio management software.
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Compensation & Benefits:

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• Competitive base salary with performance-driven bonuses.
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• Full benefits package including health, retirement, and professional development support.
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• Opportunity to grow within a nationally recognized, forward-thinking advisory firm.
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• A team environment that values integrity, innovation, and long-term success—for you and your clients.
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Location: Phoenix, Arizona