Wealth Advisor | Orange County, California

Reference Number: HRJ7485
Location: Orange County, California

Judson Group has been retained by a fee-only RIA in the search for a Wealth Advisor to manage and retain client relationships. This individual will work closely with firm Partners to transition 50~ client relationships and will be responsible for financial planning and investment management duties.

The ideal candidate has solid experience leading client relationships and a background in financial planning. They should be a strong communicator and have strong financial servicing experience, ensuring a thorough and well-rounded financial experience. They should also be proactive in finding new sources of revenue including referrals.

This is a fantastic opportunity for an advisor that enjoys servicing complex client relationships to join an established and reputable firm that offers long-term growth opportunities for their employees, including an ESOP.


  • Build and maintain client relationships, converting prospects into clients of the firm.
  • Lead meetings with clients and prospects.
  • Lead planning and relationship management, including day-to-day client needs and formal reviews.
  • Work with client support team to provide an exceptional client experience.
  • Work with clients to ensure action items are thoroughly executed and documented.
  • Develop referral networks and participate in firm wide business development activities.
  • Strong knowledge in the areas of financial planning, asset allocation investment strategies and account administration, tax and estate planning, charitable giving, education funding, and retirement planning.


  • BA/BS degree required; advanced degree preferred.
  • CFP required; CFA, CPA, JD a plus.
  • 5+ years of experience with a wealth management firm, family office, or RIA.
  • Strong financial planning/investment experience.
  • Leadership experience highly preferred.
  • Experience with CRM, financial planning software, and portfolio accounting software (Orion, Junxure, eMoney, etc.)

Compensation & Benefits:
Competitive base salary, discretionary bonus, and benefits package.

Location: Orange County, California

Reference Number: HRJ7485

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