Senior Wealth Advisor - Strategic Client Growth

REDW Advisors & CPAs; Phoenix (AZ); On-site; USD 121,265 - 170,000; Full time

Benefits offered by this job

Medical, dental, vision, life, disability

401(k) with match

HSA and FSA options

Flexible PTO + 10 holidays

Monthly wellness reimbursement

$150 annual WFH allowance

Tech provided

Job summary

REDW Advisors & CPAs is seeking a Senior Wealth Advisor for an on-site position in Phoenix, Arizona. The candidate will build and manage client relationships, lead client meetings, and support financial planning and portfolio management.

Qualified candidates should have at least a Bachelor’s degree, 7+ years in financial planning or investment management, and strong communication skills. The role offers a competitive salary range between $121,265 - $170,000 plus various benefits like medical, dental, and flexible PTO.

Qualifications

• Minimum 7 years in financial planning/investment management.
• Strong regulatory history and industry reputation.
• Securities 65 or 66 license preferred.

Responsibilities

• Build and manage client relationships.
• Lead client meetings and present recommendations.
• Support financial planning and portfolio management.
• Collaborate with the team and Investment Committee.

Skills

Client relationship management

Financial planning

Investment management

Communication skills

Education

Bachelor’s degree

Tools

Envestnet/Tamarac

Junxure

Microsoft Office

Job description

REDW Advisors & CPAs is seeking a Senior Wealth Advisor for an on-site position in Phoenix, Arizona. The candidate will build and manage client relationships, lead client meetings, and support financial planning and portfolio management.

Qualified candidates should have at least a Bachelor’s degree, 7+ years in financial planning or investment management, and strong communication skills. The role offers a competitive salary range between $121,265 - $170,000 plus various benefits like medical, dental, and flexible PTO.