Senior Wealth Advisor: Holistic Planning & High-Net-Worth

Judson Group; Phoenix (AZ); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Health benefits

Retirement plan

Professional development

Job summary

Judson Group is partnering with a nationally recognized RIA to recruit a relationship-driven Wealth Advisor to design holistic plans for high-net-worth clients.

You'll lead wealth discussions, collaborate with Managing Advisors and tax professionals, and deliver sophisticated strategies with a white-glove client experience across life stages.

Join a fast-paced, collaborative culture with clear advancement within a top-tier advisory platform.

Qualifications

• Minimum 5 years of experience in a client-facing, advisor role.
• Expertise in comprehensive financial planning, portfolio strategy, and client relationship management.
• High emotional intelligence, strong communication skills, and an unwavering commitment to client service.
• Detail‑oriented, organized, and capable of managing multiple complex priorities with precision.
• Familiarity with CRM systems, financial planning tools, and portfolio management software.

Responsibilities

• Build and manage deep, trusted relationships with clients by leading and supporting ongoing wealth planning conversations.
• Work closely with Managing Advisors to implement customized financial, estate, tax, and retirement plans.
• Lead client and prospect meetings, guiding discussions with clarity, professionalism, and empathy.
• Analyze financial data, identify gaps, and develop sophisticated strategies that reflect client goals and life stages.
• Handle client action items from start to finish—ensuring follow-through and a seamless advisory experience.
• Manage account administration, cash flow requests, and all financial planning inquiries.
• Coordinate investment implementation and trading needs with the Asset Management Department.
• Collaborate with the client service team to ensure a white‑glove client experience at every touchpoint.

Skills

Client relationship management

Financial planning

Portfolio strategy

CRM systems

Communication skills

Emotional intelligence

Job description

Judson Group is partnering with a nationally recognized RIA to recruit a relationship-driven Wealth Advisor to design holistic plans for high-net-worth clients.

You'll lead wealth discussions, collaborate with Managing Advisors and tax professionals, and deliver sophisticated strategies with a white-glove client experience across life stages.

Join a fast-paced, collaborative culture with clear advancement within a top-tier advisory platform.