Job summary
Job post source
This job is from a recruiting firm hiring for a separate company
Job overview
The Wealth Manager will play a crucial role in growing the firm and will have long-term leadership opportunities, focusing on complex client transactions and financial planning.
Responsibilities and impact
Daily tasks include serving as a primary contact for clients, assisting with investment analysis, creating presentations, handling inquiries, monitoring portfolios, and executing trades as directed.
Compensation and benefits
The position offers competitive compensation, a career path, bonuses, and a comprehensive benefits package.
Experience and skills
Candidates must have a BA/BS degree (Master’s preferred), CFP certification, and at least 7 years of client-facing experience in an RIA or similar firm, along with strong financial planning skills.
Career development
There are significant opportunities for professional growth within the firm, both in the medium and long term.
Company information
Judson Group partners with a $19B+ AUM RIA with a national presence, focusing on wealth management services.
Job location and travel
The job is located in Phoenix, Arizona.
Unique job features
This role offers the chance to grow within a rapidly expanding firm, emphasizing strong client-facing skills.
Company overview
Judson Group is a specialized executive search firm that focuses on recruiting top-tier talent for the financial services and wealth management sectors. They generate revenue through client fees for successful placements and consulting services. Established in 2007, the company has built a reputation for its personalized approach and deep industry knowledge, helping firms find the right candidates to drive their business forward.
How to land this job
Tailor your resume to highlight your CFP® certification and 3-5 years of client-facing advisory experience within an RIA or wealth management environment, emphasizing your expertise in financial planning, investment implementation, and complex client servicing.
Focus on showcasing your proficiency with CRM systems, financial planning software, and portfolio accounting tools, as well as your strong organizational and time management skills to handle a fast-paced, client-first role.
Apply through multiple channels including Judson Group's corporate website and LinkedIn to maximize your chances of being noticed for the Wealth Manager position.
Connect on LinkedIn with senior wealth managers and team members in Judson Group’s wealth management division; use ice breakers like complimenting their leadership in client service excellence or asking about their approach to integrating financial solutions for high-net-worth clients.
Optimize your resume for ATS by incorporating keywords from the job description such as 'CFP® certification,' 'financial planning,' 'investment implementation,' 'client-facing advisory,' and 'portfolio reviews' to ensure it passes initial screenings.
Leverage Jennie Johnson's Power Apply feature to automate tailored applications, identify the best application channels, and find relevant LinkedIn contacts, allowing you to focus your time on networking and interview preparation.
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