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Cresset
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 PointeThe 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 InstituteFinancial Planning Association
Scottsdale, 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
Job Source: Financial Planning AssociationFinancial Planning Association
Scottsdale, AZ, United States
An Associate with Stoker Ostler Wealth Advisors provides administrative and operational support for one or more Portfolio Managers in the delivery of financial and investment planning and advice to deliver an exceptional customer experience. Works collaboratively within the assigned teams. Primary responsibilities include each of the following: Mee
Job Source: Financial Planning AssociationAztec
Scottsdale, AZ, United States
Wealth Management Associate - AZ, Scottsdale (3554) (PIN_38769) Primary Location : UNITED STATES-AZ-SCOTTSDALE Organization : Equitable Advisors Description Equitable Advisors is a respected wealth management firm with a proven track record in the industry. We are driven by our mission to help our clients secure their finan
Job Source: AztecScottsdale, 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 existing and prospective clients. They will be responsible for developing financial plans, managing client relationships, reviewing portfolio performance with clients, investment analysis, and performing research.
The ideal candidate has 3+ years of client facing wealth management experience with a strong background in financial planning and a high attention to detail. This person will need to be a team player and have strong client facing skills. This is a fantastic opportunity to work closely with a Senior Wealth Advisor and their UHNW/Family Office clients, growing down the path to advisor quickly.
Responsibilities:
Assist advisors with investment analysis, retirement/cash flow projections, research, tax planning, and implementation of recommendations as needed.
Create client presentations and assist with client meetings.
Handle client-related requests and account service inquiries.
Organize and analyze financial data received from new and existing clients.
Monitor client portfolios and communicate updates and recommendations.
Assist clients with implementation of recommended and agreed-upon strategies.
Work with firm team, including supporting and assisting advisors, investment strategists, and senior advisors to deliver advice and build client relationships.
Requirements:
Bachelor’s Degree required; CFP or CFP track highly preferred.
Experience working in a client-facing role.
Ability to take initiative and prioritize tasks.
Ability to work independently and collaborate/communicate well in a team environment.
Strong presentation, communication, and technology skills.
Compensation: Highly competitive compensation package with base salary, bonus, and strong benefits.
Judson Group1059 Wealthy Street SE, Suite 201 Grand Rapids, MI 49506
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Associate Wealth Advisor jobs in Scottsdale, AZ, United States
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