Wealth Advisor | Oklahoma City, Oklahoma

Reference Number: HRJ7546
Location: Oklahoma City, Oklahoma

Judson Group has been retained by a prominent financial advisory firm in their search for a Wealth Advisor. This individual will work closely with the founder of the firm and senior advisors to manage client relationships with the goal of taking over/leading relationships to create capacity for the senior members of the team. Day-to-day, this person will be working to provide comprehensive financial planning, investment management advice, and relationship management for both existing and new client relationships.

The ideal candidate has 3+ years of client facing wealth management experience with a background in financial planning and an interest in growing down the lead advisor path long-term. This is a fantastic opportunity for someone looking to join a firm committed to the growth of their employees and their growth as a firm. The firm’s founder is excited to mentor this individual and help them as they grow as an advisor over time.


  • Coordinate client presentations and assist with client meetings.
  • Lead client relationships, financial planning needs, and day-to-day client communication needs.
  • Handle client-related requests and account service inquiries, including onboarding.
  • Organize and analyze financial data received from new and existing clients.
  • Monitor client portfolios and communicate updates and recommendations.
  • Serve in a support role for complex relationships.
  • Assist clients with implementation of recommended and agreed-upon strategies.
  • Assist the Founder, CIO and other advisors as needed.


  • Bachelor’s Degree required; CFP or CFP track highly preferred.
  • Series 7, 63, 65 or equivalent.
  • 3-5 years of client facing experience.
  • Ability to take initiative and prioritize tasks.
  • Ability to work independently and collaborate/communicate well in a team environment.
  • Strong presentation, communication, and technology skills.

Compensation: Highly competitive compensation package with base salary, bonus, and strong benefits.

Location: Oklahoma City, Oklahoma

Reference Number: HRJ7546