Reference Number: HRJ7923
Location: Minneapolis, Minnesota

Judson Group is proud to partner with a highly respected, growing RIA in its search for a Wealth Manager – CFP. This is a key opportunity for an experienced wealth management professional to take ownership of established high-net-worth relationships and build trusted, long-term partnerships with clients as their financial needs evolve. Working closely with a Managing Partner, this individual will have the opportunity to develop into a key relationship leader within the firm over time.

The Wealth Manager will play an important role in both the client experience and the continued growth of the firm. In addition to leading comprehensive planning and developing client relationships, this individual will work closely with the Managing Partner and collaborate with specialists across investments, tax, estate, insurance, and business advisory to deliver integrated advice. The role is well suited for a professional looking to build a long-term career with a growing firm, deepen client relationships over time, and gradually take on increasing responsibility.

Why You’ll Love This Role:

• Build and manage long-term relationships with high-net-worth families, executives, business owners, and other sophisticated clients.
• Work closely with a Managing Partner who provides guidance, collaboration, and mentorship as you grow into greater responsibility.
• Partner with experienced professionals across disciplines to deliver comprehensive, coordinated advice.
• Take meaningful ownership of the client experience, from strategic planning through execution and ongoing relationship management.
• Build a long-term career with potential for increasing responsibility, leadership, and involvement in the firm’s future.

What You’ll Be Doing:

• Serve as a primary relationship manager, working closely with the Managing Partner to develop a deep understanding of clients’ financial priorities, circumstances, and long-term objectives.
• Build trusted relationships over time and become a consistent point of contact for clients as their financial needs and circumstances evolve.
• Lead comprehensive financial planning across retirement, investments, tax, estate, insurance, cash flow, and business-owner considerations.
• Analyze planning scenarios, develop recommendations, and translate complex financial concepts into clear, actionable strategies.
• Lead client meetings and maintain disciplined follow-through to ensure recommendations move from analysis to implementation.
• Work alongside the Managing Partner and coordinate with internal and external specialists to integrate investment, tax, estate, insurance, and other planning considerations into cohesive client strategies.
• Anticipate client needs, identify planning opportunities, and proactively strengthen existing relationships.
• Collaborate with Associate Advisors and Client Service professionals to deliver a high level of ongoing service.
• Contribute to the refinement of planning processes, technology, and service standards as the firm continues to grow.
• Support business development and other strategic initiatives that contribute to the firm’s continued expansion.

What We’re Looking For:

• 5+ years of experience in wealth management, financial planning, investment consulting, or an RIA/family office environment, including meaningful client-facing responsibility.
• CFP® certification required.
• Bachelor’s degree required; advanced degree or additional professional credentials preferred.
• Series 65 or qualifying designation preferred; required registrations must be obtained and maintained as applicable.
• Demonstrated success developing and deepening high-net-worth client relationships.
• Strong technical foundation in comprehensive financial planning and the ability to integrate multiple areas of advice into a cohesive strategy.
• Strong client presence and ability to communicate sophisticated financial concepts with clarity, confidence, and sound judgment.
• Experience with eMoney or comparable financial planning technology strongly preferred.
• Strong organizational discipline, attention to detail, and consistent follow-through.
• A proactive, relationship-oriented approach and the judgment to identify opportunities to improve both the client experience and the business.

Compensation & Benefits:

• Competitive base salary and bonus
• Comprehensive benefits package
• Path to partnership

Reference Number: HRJ7923
Location: Minneapolis, Minnesota