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Beacon 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 PointeFortitude 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: CressetFinancial 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 AssociationConfidential
Phoenix, AZ, United States
Vice President, Regional Branch Manager About the Company Profitable broker & financial advisory firm Industry Financial Services Type Public Company Founded 1989 Employees 5001-10,000 Categories Financial Services Consulting & Professional Services Brokerage Finance Investment Banking San Diego Employee Advisor Financial Advisor Financial Profess
Job Source: ConfidentialPhoenix, 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 handling complex client transactions, implementing investment and financial planning recommendations, leading client meetings, and participating in business development.
This is a fantastic opportunity for an advisor with strong client facing skills to grow their career with a rapidly expanding firm. There is a strong growth path for this individual and the firm has a path to equity.
Responsibilities:
Build and maintain client relationships, mine existing client base for referrals.
Lead meetings with clients and prospects.
Lead planning and relationship management, including day-to-day client needs and formal reviews.
Work closely with senior leadership to help grow the firm, executing on the founder’s vision.
Develop referral networks and participate in firm wide business development activities.
Work with associates to ensure action items are thoroughly executed and documented.
Requirements:
CFP required; minimum 6 years of client-facing experience with an RIA or similar firm.
Strong financial planning experience required.
Experience with CRM, financial planning software, and portfolio accounting software.
Organized and detail oriented while managing and prioritizing multiple tasks simultaneously.
Able to work under pressure and meet deadlines in a fast-paced, demanding environment.
Compensation & Benefits:
Competitive compensation, career path, bonus, and benefits package.
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Wealth Advisor jobs in Phoenix, AZ, United States
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