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Wealth Management Financial Consultant Financial Advisor

Senior Family Wealth Strategist & UHNW Planning Lead

Job in Phoenix, Maricopa County, Arizona, 85003, USA
Listing for: The Judson Group
Full Time position
Listed on 2026-02-03
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A growing wealth management firm in Phoenix seeks an experienced Family Wealth Strategist to lead client relationships and provide integrated wealth and tax planning. The ideal candidate will have over 10 years of experience, preferably with ultra-high-net-worth clients, and hold a Bachelor's degree and advanced financial designations. This role emphasizes building deep client relationships and leading a team while contributing to strategic planning in a respected firm known for exceptional client service.
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Position Requirements
10+ Years work experience
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