Senior Wealth Manager - Succession Planning - Taking Existing Book
Listed on 2026-02-01
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Finance & Banking
Wealth Management, Financial Consultant
Judson Group is proud to partner with a powerhouse $29B AUM RIA to identify a Senior Wealth Manager ready to make a meaningful impact. This is more than a job—it’s an opportunity to join a dynamic, client-centric firm known for delivering exceptional service and customized wealth strategies to an elite clientele.
As a Senior Wealth Manager, you’ll be leading client relationships and stepping into a book of clients. You’ll take ownership of high-net-worth relationships, provide expert guidance across investment management and financial planning, and lead strategic conversations that drive long-term success. If you’re passionate about delivering white-glove service and thrive in a high-performing, collaborative environment—this is your next big move.
Why You’ll Love This Role:- You’ll work directly with affluent clients on complex, meaningful financial decisions—your insights will change lives.
- Leverage the resources, research, and tools of a well-respected firm.
- Enjoy the freedom to lead client relationships your way, with the full backing of a seasoned team.
- You’ll be surrounded by ambitious, collaborative professionals who push each other to grow and succeed.
- Serve as the primary point of contact for a sophisticated client base, building lasting relationships through proactive communication and world‑class service.
- Guide clients through personalized investment strategies, portfolio reviews, tax‑efficient planning, and holistic financial roadmaps.
- Prepare and present compelling financial plans and investment insights during client meetings.
- Execute trades, respond to complex inquiries, and solve unique client challenges with confidence and precision.
- Work hand‑in‑hand with internal planning, investment, and operations teams to ensure seamless client experiences.
- 8+ years in a client-facing wealth management or RIA role, managing high-net-worth relationships.
- Bachelor’s degree required; CFP® or CFA strongly preferred. Series 65/66 required (or willing to obtain).
- Proficiency in Microsoft Suite, especially Excel. Familiarity with wealth tech platforms is a plus.
- High attention to detail, exceptional interpersonal skills, and a deep desire to exceed client expectations.
- Ability to self‑manage and thrive in a collaborative, fast‑paced environment.
- Ability for occasional travel to clients.
- Highly competitive base salary + bonus opportunities
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