Senior Wealth Advisor — Lead Client Relationships

Redw Llc; Phoenix (AZ); On-site; USD 121,265 - 170,000; Full time

Benefits offered by this job

401(k) with match

HSA/FSA options

Flexible PTO (10 holidays)

Job summary

REDW, one of the nation’s largest accounting and advisory firms, invites you to join a collaborative team in Phoenix. You will build and manage client relationships, lead meetings, and support financial planning and portfolio management while staying current on regulations.

The role emphasizes teamwork, process improvement, and strategic contribution. With compensation reflecting expertise, the firm values diversity and offers growth opportunities, professional credentials, and a supportive

Qualifications

• 7+ years in financial planning/investment management.
• CPA, PFS, CFP®, or CFA® certifications preferred.
• Strong regulatory history and industry reputation.
• Proficiency with Envestnet/Tamarac, Junxure, and Microsoft Office preferred.
• Securities 65 or 66 license preferred.

Responsibilities

• Build and manage client relationships (new + existing)
• Lead client meetings and present recommendations
• Support financial planning and portfolio management
• Collaborate with team and Investment Committee
• Maintain systems knowledge and stay current on regulations
• Improve processes and contribute to team strategy

Skills

Client relationships

Lead meetings

Financial planning

Portfolio management

Regulatory knowledge

Process improvement

Education

CPA

PFS

CFP®

CFA®

Tools

Envestnet/Tamarac

Junxure

Microsoft Office

Job description

REDW, one of the nation’s largest accounting and advisory firms, invites you to join a collaborative team in Phoenix. You will build and manage client relationships, lead meetings, and support financial planning and portfolio management while staying current on regulations.

The role emphasizes teamwork, process improvement, and strategic contribution. With compensation reflecting expertise, the firm values diversity and offers growth opportunities, professional credentials, and a supportive