Financial Advisor - CFP

Judson Group has been retained by a boutique RIA in the search for a Financial Advisor – CFP. This individual will report directly to the owner, take over existing client relationships, and will be responsible for leading all client meetings and developing meaningful personalized financial plans.

This is a great opportunity for a growth-oriented advisor with experience leading relationships to join a growing firm with partnership potential.

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.

Requirements:

• 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.
• Business development experience preferred.
• Experience with CRM, financial planning software, and portfolio accounting software.
• Organized and detail oriented while managing and prioritizing multiple tasks simultaneously.
• Strong communication, presentation, and technology skills.

Compensation: Competitive base salary, bonus, and benefits

Location: Tucson, Arizona