Reference Number: MHH7739
Location: Reston, Virginia

Judson Group has been retained by a highly respected, independent fee-only financial planning and investment management firm with deep roots in the Northern Virginia community in the search for a Wealth Advisor. With nearly $700 million in assets under management, this firm is passionate about making a meaningful difference in clients’ lives—delivering exceptional service with compassion, integrity, and a commitment to exceeding expectations.

Here, people come first. That philosophy shapes everything from how the firm serves clients to how they support one another. The firm’s culture is grounded in collaboration, transparency, and respect. They foster a team-oriented environment where professionals genuinely care for one another and are empowered to do their best work. They also provide a clearly defined career path, equipping team members with the tools and mentorship they need to grow and thrive. Lastly, this RIA is firmly committed to independence.

Why You’ll Love This Role:

• You’ll work alongside the firm’s most senior Wealth Advisor and gain hands-on exposure to managing high-value client relationships and developing strategic financial plans.
• This role is designed with progression in mind—you’ll begin by supporting top-tier advisors and evolve into leading your own relationships and bringing in new clients.
• Key Advisors will have a clear path to equity in the firm.
• You’ll play a critical role in helping clients achieve clarity, confidence, and peace of mind about their financial futures.
• Join a team where your voice matters, your work is appreciated, and you’re surrounded by colleagues who have your back.
• We believe in investing in people for the long haul, while celebrating your contributions and milestones along the way.
• A true meritocracy where teamwork, collaboration, and positive contributions are rewarded.

What You’ll Be Doing:

As a Wealth Advisor, you will engage in all aspects of financial planning and investment management, with a clear path toward greater autonomy and business development responsibilities.

Responsibilities:

• Deliver high-quality, personalized financial advice.
• Provide second-chair support in client meetings with the goal of eventually taking the lead on managing relationships.
• Design and implement comprehensive financial plans and investment strategies tailored to client goals.
• Participate in and lead client meetings; clearly communicate planning concepts and recommendations.
• Manage the financial planning process, including:
  • Creating and presenting financial plans
  • Developing retirement, cash flow, and insurance analyses
  • Preparing education funding and estate projections
  • Conducting research and coordinating with clients’ other professional advisors (e.g., CPAs, attorneys)
  • Identifying gaps, risks, and opportunities in clients’ financial lives
• Handle client inquiries and deliver proactive, thoughtful guidance across a range of financial topics.
• Perform specialized analyses (e.g., mortgage optimization, Social Security timing, etc.) to inform decision-making.
• Must have a Leadership Mentality with a strong desire to contribute to all areas of the firm’s business.

What We’re Looking For:

• Bachelor’s degree in finance, accounting, economics, business, or a related field.
• CFP® certification is required.
• 5+ years of experience in the financial services industry (ideally within a fee-only RIA environment).
• Strong proficiency in Microsoft Office; experience with MoneyGuidePro (or other planning software), CRM systems, portfolio management tools, and document management software is a plus.
• A proactive, detail-oriented professional with excellent communication skills and a passion for helping others succeed.

Compensation & Benefits:

• Competitive base salary and bonus
• Comprehensive benefits package
• Long-term career growth within a firm that truly values its people and clients

Reference Number: MHH7739
Location: Reston, Virginia