Reference Number: HRJ7901
Location: Beachwood, Ohio

Judson Group is proud to partner with a nationally recognized wealth management, retirement advisory, and business management firm that helps individuals, families, business owners, and institutions make confident financial decisions in its search for an SVP, Lead Wealth Advisor to join its Beachwood, Ohio office.

This is more than a traditional advisory role—it’s an opportunity to immediately step into an established client base of 40-50 clients to start, work alongside a highly collaborative team, and grow into a local leadership role for the Beachwood office over the course of 18-24 months. If you’re passionate about building meaningful client relationships, delivering sophisticated financial planning, mentoring advisors, and helping shape the future of an office, this is the opportunity you’ve been waiting for.

Why You’ll Love This Role:

• Step into an established book of high-net-worth client relationships with a long-term succession plan already in place.
• Be positioned to become the future leader of the Beachwood office, with the opportunity to influence strategy, culture, and growth.
• Deliver truly comprehensive wealth management solutions, including advanced financial, tax, estate, charitable, and retirement planning.
• Join a collaborative team that values deep planning over product sales and prioritizes long-term client relationships.
• Partner with experienced professionals across investment management, trust, tax, retirement, and family office services to deliver customized solutions.
• Work for a firm with significant national resources while maintaining the personalized service and flexibility of a local office.

What You’ll Be Doing:

• Serve as a trusted advisor to high-net-worth individuals and families, delivering personalized wealth management and comprehensive financial planning strategies.
• Take ownership of an established client base while cultivating lasting relationships built on trust and exceptional service.
• Develop sophisticated planning recommendations across investments, retirement, tax strategies, estate planning, charitable giving, education funding, lending, and cash flow management.
• Lead client meetings, present thoughtful recommendations, and guide clients through important financial decisions.
• Monitor portfolio performance and proactively recommend adjustments aligned with clients’ evolving goals and market conditions.
• Collaborate closely with investment professionals, attorneys, accountants, and other outside advisors to deliver integrated planning solutions.
• Prepare financial plans, investment proposals, and customized presentations for both existing and prospective clients.
• Oversee client service activities, ensuring a seamless and high-touch experience from onboarding through ongoing relationship management.
• Expand existing relationships through referrals, community involvement, and strategic networking with local COIs.
• Mentor and coach advisory team members, sharing best practices and helping elevate the overall client experience.
• Play an integral role in the continued growth of the Beachwood office while preparing to assume future leadership responsibilities.

What We’re Looking For:

• 10+ years of experience serving high-net-worth clients within a wealth management or financial planning environment.
• CFP® designation or other advanced wealth management credential strongly preferred.
• Bachelor’s degree in Finance, Financial Planning, Accounting, Business, Economics, or a related field.
• An entrepreneurial mindset with the desire to grow a practice while becoming the next leader of a highly respected office.
• A relationship-driven advisor who excels at building trust and delivering thoughtful, comprehensive planning advice.
• Leadership experience—or a demonstrated desire and ability to step into a leadership role and mentor others.
• Strong understanding of investment management, retirement planning, tax planning, estate strategies, insurance, and complex financial planning concepts.

Compensation & Benefits:

• Very Competitive base salary + bonus structure. Guaranteed compensation level while slowly converting a revenue based payout on top of base salary to allow for further compensation growth.
• Comprehensive benefits package.

Reference Number: HRJ7901
Location: Beachwood, Ohio