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The Judson Group
Phoenix, AZ, United States
Reference Number: HRJ7502 Location: Phoenix, Arizona Judson Group has partnered with a $8B+ AUM RIA with a national presence in the search for a Wealth Advisor . This individual will be taking over existing client referral channels, helping grow the firm, and will have a long-term leadership/opportunity. The ideal candidate will have experience ha
Job Source: The Judson GroupFortitude Family Office
Scottsdale, AZ, United States
The Opportunity Fortitude Family Office is looking for an experienced wealth & tax advisor to join our team. This role will be responsible for taking ownership of all aspects of the client engagement; interacting with clients, delegating and reviewing work, and completing follow-up items. You will engage with families on all Fortitude’s services –
Job Source: Fortitude Family OfficeCFA Institute
Scottsdale, AZ, United States
The Opportunity Fortitude Family Office is looking for an experienced wealth & tax advisor to join our team. This role will be responsible for taking ownership of all aspects of the client engagement; interacting with clients, delegating and reviewing work, and completing follow-up items. You will engage with families on all Fortitude’s services –
Job Source: CFA InstituteThe Judson Group
Scottsdale, AZ, United States
Associate Wealth Advisor | Scottsdale, Arizona Reference Number: HRJ7283 Location: Scottsdale, Arizona Judson Group has been retained by a growing independent advisory firm in their search for an Associate Wealth Advisor . This individual will support the firm advisors and other team members by providing comprehensive financial planning with ex
Job Source: The Judson GroupCresset
Scottsdale, AZ, United States
About Cresset Private equity entrepreneurs Eric Becker and Avy Stein founded Cresset Capital Management with a vision to reinvent wealth management and with a firm belief that clients deserve better. Cresset offers individuals and families access to a comprehensive suite of family office services, deeply personalized wealth management, investment a
Job Source: CressetBeacon Pointe
Scottsdale, AZ, United States
Associate Wealth Advisor | Scottsdale, AZ Job Description We are currently seeking qualified candidates to join Beacon Pointe Advisors as an Associate Wealth Advisor in our Scottsdale, AZ office. The ideal candidate will be responsible for assisting in client advisory, investment management, and administrative aspects of client service. This indivi
Job Source: Beacon PointeLaffer Tengler Investments
Scottsdale, AZ, United States
Laffer Tengler Investments is a growing asset management firm with over $1 billion in assets. The firm is seeking a results-driven individual with a proven track record to serve as Head of Wealth Management in our Scottsdale, Arizona location. This individual will spearhead all aspects of Business Development and Client Services as it relates t
Job Source: Laffer Tengler InvestmentsLaffer Tengler Investments
Paradise Valley, AZ, United States
Laffer Tengler Investments is a growing asset management firm with over $1 billion in assets. The firm is seeking a results-driven individual with a proven track record to serve as Head of Wealth Management in our Scottsdale, Arizona location. This individual will spearhead all aspects of Business Development and Client Services as it relates to ou
Job Source: Laffer Tengler InvestmentsScottsdale, AZ, United States
Seaside Wealth Management- Lead Wealth Advisor Seaside Wealth Management, a dynamic financial planning and wealth management firm, is seeking a Lead Wealth Advisor to assist us in our mission. We are a small, yet mighty, team and our guiding light is the service to our clients. From the person at the front desk through our firms’ owner, we go out of our way to provide superior service. It’s what our clients come for and why they stay!
Position Overview
You are one of the most experienced advisors in our firm and responsible for engaging with and maintaining our most important client relationships. You will focus primarily on providing advisory services and support to your select group of firm clients to help them plan appropriately for their future with an additional focus on expanding those relationships and obtaining referrals. Our service model is deeper than most and we are looking for an advisor that shares our philosophy and embraces the depth of client relationship that we feel is vital to our culture.
The Reasons this Job Exists
Retain the firm’s top 95 client relationships by taking over the relationship from the Founder and providing excellent service - (70%)
Close new business from firm-generated leads and referrals - (20%)
Attract new clients by attending events and joining groups in the community - (10%)
We offer a great working environment in a beautiful and professional office location. This is your chance to play a key role in the continued success of our company. Our culture is responsive, motivational, and focused on improving our clients’ lives. For more information about our company, please visit our website www.seasidewealth.com .
Industry Experience Requirements
Bachelor’s degree, preferably in business, accounting, finance, economics or related experience
5+ years of experience in investment management and/or financial advisory services with demonstrated ability to develop and manage plans and manage client relationships.
Proficiency in Microsoft Office; experience with various financial planning, CRM, portfolio management and document management software
Experience working with various custodial platforms (Schwab, Fidelity, etc.)
FPA of Greater Phoenix
c/o Premium Organization
PO Box 4130, Scottsdale AZ 85261
Website Development by Financier SEO - a digital marketing agency focused on helping financial advisors and planners excel with digital campaigns. We are proud of our ongoing relationship with FPA of Greater Phoenix.
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Seaside Wealth Management- Lead Wealth Advisor jobs in Scottsdale, AZ, United States
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