Reference Number: MHH7868
Location: Boston, Massachusetts

Judson Group is proud to partner with a leading wealth management firm in search of a talented Associate Wealth Advisor to join their growing team. The firm is a nationally recognized organization offering integrated wealth, asset, and business management solutions. With over $180B AUM, it combines scale, innovation, and personalized service to support clients at every stage of life.

This is an exciting opportunity to be part of a planning-centric, collaborative environment where your work directly impacts clients’ financial lives. You’ll partner closely with experienced Wealth Advisors to deliver highly personalized, goals-based advice, helping clients navigate everything from retirement to legacy planning with confidence.

If you’re passionate about building relationships, solving complex financial challenges, and growing into a lead advisor role—this position offers the platform to do just that.

Why You’ll Love This Role:

• Help clients achieve meaningful life goals through comprehensive, personalized financial planning.
• Work alongside a team of experienced advisors who value mentorship, idea-sharing, and professional growth.
• Gain hands-on experience leading client relationships and developing into a trusted advisor.
• Go beyond investments—engage deeply in tax, estate, insurance, and retirement strategies.
• Be part of a firm with significant scale and resources, serving clients across all 50 states.

What You’ll Be Doing:

• Play a key role in delivering exceptional client experiences and sophisticated financial strategies.
• Develop, update, and present comprehensive financial plans using advanced planning software.
• Design and deliver strategies across retirement, tax, estate, insurance, and investment planning.
• Identify advanced planning opportunities and contribute to internal best practices.
• Build deep expertise in the firm’s investment philosophy and portfolio construction approach.
• Create and monitor tailored investment strategies aligned with each client’s evolving risk tolerance.
• Partner with Portfolio Management on portfolio implementation, trading, and tax optimization strategies (including tax-loss harvesting).
• Collaborate with fellow Associate Wealth Advisors and cross-functional teams to enhance client outcomes.
• Master the firm’s technology stack, including CRM systems and custodial platforms.
• Serve as a primary point of contact for clients—leading communications, presentations, and ongoing relationship management.
• Maintain detailed and accurate client records within CRM systems.
• Conduct billing reviews and support compliance efforts for the advisory team.
• Contribute to team business planning and support strategic firm initiatives.
• Participate in business development efforts within a team-based environment.
• Lead a select group of client relationships and drive the delivery of planning recommendations.

What We’re Looking For:

• Bachelor’s degree required.
• 4+ years of experience in financial services.
• Series 65 (or equivalent).
• CFP® preferred (or ChFC, CPA/PFS equivalent).
• Strong foundation in financial planning, including investments, tax, risk management, and estate strategies.
• Proven analytical and problem-solving skills, with experience in financial modeling.
• Exceptional attention to detail and organizational skills.
• Strong communication skills with the ability to simplify complex financial concepts for clients.
• Proficiency with financial planning software, CRM systems, and analytical tools.

Compensation & Benefits:

• Competitive base salary + Bonus
• Full suite of benefits

Reference Number: MHH7868
Location: Boston, Massachusetts