Reference Number: HRJ7762
Location: Traverse City, Michigan

Judson Group is proud to be retained by a leading wealth management firm with over $17B AUM in the search for an experienced Wealth Advisor – CFP. With multiple offices across the U.S. and a collaborative team of seasoned professionals, this firm delivers truly personalized service and strategic advice to high-net-worth clients.

This is an exciting opportunity to work closely with a firm Partner to take on new and existing relationships in support of the Partner’s succession plan. There is no requirement to bring in a client base with you. This role requires in-office ability in beautiful Traverse City to meet with clients.

Why You’ll Love This Role:

• Deliver fully integrated wealth solutions that make a real impact in clients’ lives.
• Contribute to firm growth as a visible leader.
• Help clients achieve their life goals, plan for future generations, and create lasting legacies.
• Join a high-performing, mission-driven team committed to collaboration, integrity, and excellence.

What You’ll Be Doing:

• Cultivate and manage high-net-worth client relationships with trust and integrity.
• Deliver comprehensive wealth management solutions: investment, tax, estate, and retirement planning.
• Serve as a relationship manager, ensuring proactive, customized advice aligned with client goals.
• Engage the next generation of clients to secure long-term relationship continuity.
• Work with a support team to enhance client service and efficiency.
• Drive business growth via client referrals, strategic networking, and community involvement.
• Collaborate with in-house and external specialists to provide seamless service.
• Maintain fiduciary standards and strong compliance practices.
• Present financial plans, analyze portfolios, and introduce prospective clients to the firm.
• Represent the firm in events, workshops, and presentations as needed.

What We’re Looking For:

• Bachelor’s degree required; Master’s or advanced credential a plus.
• 10+ years of client-facing experience in wealth management, financial planning, or tax.
• CFP® designation required; CPA, CFA, ChFC, CIC, or PFS also considered.
• Strong grasp of investments, retirement planning, estate strategies, and tax concepts.
• Proven ability to acquire and retain clients through sales, relationship-building, and referrals.
• Experience with financial planning tools like eMoney.
• Exceptional communication, analytical, and presentation skills.
• Entrepreneurial mindset with a collaborative, client-first attitude.

Compensation & Benefits:

• Competitive base salary and bonus
• Comprehensive benefits package

Reference Number: HRJ7762
Location: Traverse City, Michigan