Private Wealth Advisor

Overview

Judson Group is proud to partner with a premier advisor-owned financial services firm managing over $2.5B in AUM. This firm is setting a new standard in comprehensive wealth management.

We are seeking a Private Wealth Advisor to join a high-performing team focused on delivering personalized, purpose-driven financial strategies. In this role, you’ll lead client engagement, drive strategy, and play a key role in delivering long-term value.

• Opportunity to step into a significant client base to focus on retention.
• Make a genuine difference in your clients’ lives — helping them achieve their most important goals with clarity, confidence, and peace of mind.
• Enjoy the autonomy of a trusted advisor role while being supported by an elite team and robust infrastructure.
• Thrive in a dynamic, fast-paced environment where your ideas are welcomed and your growth is prioritized.

• Deepen and expand existing client relationships — ensuring seamless transitions and exceptional service.
• Drive new business through referral networks, COIs, and active community engagement.
• Lead the development and presentation of holistic financial plans and wealth strategies.
• Align client goals with investment recommendations, covering asset allocation, risk tolerance, cash flow planning, and more.
• Act as a trusted resource for all aspects of your clients  financial lives — from portfolio management to estate planning.
• Deliver proactive, ongoing communication to keep clients informed, confident, and aligned with their financial plan.
• Participate in Investment Committee conversations around asset allocation and security selection.
• Collaborate on complex planning scenarios and multi-generational wealth strategies.
• Represent the firm at events, client programs, and community initiatives.

• 5+ years of direct client-facing experience in wealth management or investment advisory.
• CFP® certification preferred — or a strong plan in place to obtain it.
• Active Series 7, 63, and 65 or 66 licenses required.
• Proven ability to build and maintain long-term, high-trust client relationships.
• A passion for problem-solving and a deep understanding of financial planning principles.
• Outstanding communication skills — able to translate complex financial strategies into actionable advice for clients of all levels.
• Familiarity with tools like eMoney, Salesforce, and Black Diamond is a plus.
• Experience in advanced tax planning, estate strategies, and business planning is highly desired.