What are the responsibilities and job description for the Senior Wealth Manager position at Judson Group?
Judson Group has partnered with a rapidly growing, nationally recognized RIA managing over $29B in AUM in the search for a driven and relationship-oriented Senior Wealth Manager. This is a high-impact, client-facing role for an experienced professional who thrives on building lasting relationships, delivering exceptional financial guidance, and contributing to a collaborative, growth-oriented team. You’ll also play a key role in supporting business development efforts, helping to grow the client base while deepening existing relationships.
Why You’ll Love This Role:
- Join a thriving RIA with national reach, expanding rapidly with no plans to slow down.
- Clear track for professional growth and leadership opportunities in the short- and long-term.
- Be part of a forward-thinking team that values innovation, integrity, and client service excellence.
What You’ll Be Doing:
- Be the go-to Advisor for a sophisticated client base, offering white-glove service and proactive relationship management.
- Lead comprehensive financial planning and investment strategy conversations, guiding clients through portfolio performance reviews, tax planning, cash flow projections, and more.
- Create and present customized client reports and investment plans that reflect deep research and analysis.
- Execute trades, reconcile portfolios, and monitor ongoing financial strategies to ensure alignment with client goals.
- Stay ahead of market trends and client needs, offering thoughtful, data-driven recommendations.
- Collaborate with a smart, driven team of professionals—because we grow stronger together.
What We’re Looking For:
- CFP® certification required.
- 5-7 years of client-facing advisory experience within an RIA or similar wealth management environment.
- Strong background in financial planning, investment implementation, and complex client servicing.
- Bachelor’s degree required; Master’s degree preferred.
- Proficiency in CRM systems, financial planning software, and portfolio accounting tools.
- Excellent organizational and time management skills, with the ability to prioritize in a fast-paced environment.
- Outstanding communication skills with a proactive, client-first mindset.
Compensation & Benefits:
- Competitive base salary bonus.
- Comprehensive benefits package.
- Well-defined career path with leadership opportunities.
Location: Phoenix, Arizona
