Reference Number: HRJ7775
Location: Manhattan Beach, California

Judson Group is proud to partner with a distinguished, boutique wealth management firm overseeing approximately $700MM in AUM. Known for delivering a personalized, high-touch experience, the firm serves high-net-worth individuals and families through comprehensive, holistic financial planning.

We are seeking a client-centric, strategic, and experienced Private Wealth Advisor – CFP to join this collaborative team. This is an exciting opportunity to work directly with high-net-worth clients, shaping and refining financial strategies that help them reach their life goals. You’ll be a key player in enhancing the client experience while working alongside a tight-knit group of professionals who are passionate about delivering top-tier financial solutions.

Why You’ll Love This Role:

• Work closely with clients on life-changing financial decisions—from retirement to estate planning and beyond.
• Advisors here lead the strategy and execution of financial plans, supported by an internal planning and operations team.
• Help grow the firm’s legacy by nurturing long-term client relationships, including next-generation clients and new referrals.
• Enjoy a hybrid schedule in beautiful Manhattan Beach, promoting both flexibility and in-person collaboration.

What You’ll Be Doing:

• Serve as the primary advisor to existing clients, reviewing and updating financial plans to reflect their evolving goals and market trends.
• Proactively identify new financial opportunities and planning strategies during client interactions.
• Cultivate deep, long-term client relationships—building trust and creating opportunities for multigenerational planning and referrals.
• Collaborate with internal planning and operations teams to build, refine, and implement comprehensive financial plans.
• Provide strategic oversight on financial plans to ensure alignment with clients’ goals, timelines, and risk profiles.
• Integrate a wide range of planning areas into a cohesive strategy.
• Work hand-in-hand with internal financial planners—your focus will be on strategic direction and execution.
• Contribute to a positive, client-first team culture focused on delivering exceptional service and outcomes.

What We’re Looking For:

• Bachelor’s Degree required.
• Certified Financial Planner® (CFP®) designation required.
• Minimum of 5+ years in financial planning, investment strategy, and client relationship management.
• Experience in a broker-dealer or FINRA-registered environment.
• Strong consultative, interpersonal, and communication skills.
• A collaborative mindset with a passion for helping clients succeed.
• Ability to work from the Manhattan Beach office 3 days per week.

Compensation & Benefits:

• Highly competitive base salary + bonus opportunities
• Full suite of benefits

Reference Number: HRJ7775
Location: Manhattan Beach, California