Wealth Advisor

Judson Group is proud to partner with a fast-growing, nationally recognized RIA in the search for a Wealth Advisor . This is an outstanding opportunity to join a top-rated firm with a reputation for delivering sophisticated planning, personalized investment strategies, and a client experience that goes beyond expectations. In this client-facing role, you'll partner closely with Managing Advisors and client service professionals, specifically with tax professionals, to design and execute holistic wealth strategies for high-net-worth individuals and families. You'll serve as a trusted resource—building relationships, delivering results, and helping clients live with greater confidence and clarity. If you're a seasoned, credentialed advisor who thrives in a collaborative, fast-paced environment and wants to play a key role in a nationally prominent advisory team, this could be your next big career move. Why You’ll Love This Role: Join a nationally respected RIA with an impressive growth trajectory and deep planning capabilities. Help high-net-worth clients navigate life’s most important financial decisions. Collaborate with smart, supportive professionals who value excellence and partnership. Leverage cutting-edge tools and resources to deliver best-in-class client service. Clear advancement opportunities in a performance-driven and people-first culture. What You'll Be Doing: 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. What We’re Looking For: Minimum 5 years of experience in a client-facing, advisor role. One or more designation required: CFP, CFA, CPA Bachelor’s degree required. 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. Compensation