Reference Number: HRJ7593
Location: Boulder, Colorado

Judson Group is proud to partner with a nationally recognized, $29B+ AUM Registered Investment Advisor in the search for a Wealth Manager to join their growing Boulder office.

This is an outstanding opportunity for a client-focused advisor to join one of the most respected firms in the industry. You’ll work with high-net-worth clients who have complex planning needs, provide strategic investment advice, and contribute to the continued success of a collaborative and mission-driven team.

Why You’ll Love This Role:

• High visibility within a top-tier, rapidly expanding national RIA.
• Focus on building deep client relationships—no need to bring a book.
• Opportunity to work with a seasoned, high-performance team.
• Culture of collaboration, continuous learning, and client-first values.

What You’ll Be Doing:

• Serve as the primary contact for a book of high-net-worth clients—proactively manage relationships and deliver exceptional service.
• Collaborate with senior advisors to develop and implement comprehensive financial plans.
• Lead client meetings and support the execution of investment, tax, and retirement planning strategies.
• Monitor client portfolios and provide ongoing advice and updates.
• Assist with research, data analysis, and trade execution.
• Contribute to business growth through outstanding service and client referrals.

What We’re Looking For:

• Bachelor’s degree required; Master’s preferred.
• CFP® preferred.
• 5+ years of client-facing experience with an RIA or similar wealth management firm.
• 2+ years as an Investment Advisor Representative (IAR).
• Strong expertise in financial planning, investment strategy, and client service.
• Excellent organizational skills with the ability to manage multiple priorities.
• Proficiency in CRM systems, financial planning software, and portfolio management tools.

Compensation & Benefits:

• Competitive salary + performance bonus.
• Defined career development path.
• Full benefits package including health, retirement, and PTO.

Reference Number: HRJ7593
Location: Boulder, Colorado