Reference Number: HRJ7675
Location: Redwood City, California

Judson Group is excited to partner with a dynamic, independently held fee-only RIA based in Redwood City, CA in the search for a Wealth Manager. This is an incredible opportunity for a talented financial advisor who’s ready to take the next step—guiding high-net-worth clients through complex planning and investment strategies without the pressure of building a book from scratch.

As a Wealth Manager, you’ll be at the forefront of client relationships—leading in-depth planning engagements, delivering actionable investment advice, and driving strategic growth both for clients and the firm. You’ll work closely with a team of passionate professionals who are deeply committed to delivering an exceptional wealth management experience.

Why You’ll Love This Role:

• Step into an existing book of business and lead sophisticated client relationships.
• Work with a tight-knit, high-performing team that values collaboration, excellence, and innovation.
• Enjoy strong career upside and leadership opportunities in a growing, client-first organization.
• Make a real difference in the lives of clients—no sales quotas, just trusted relationships.

What You’ll Be Doing:

• Serve as the primary advisor to a select group of high-net-worth clients.
• Lead client meetings and planning sessions, delivering tailored strategies and solutions.
• Translate complex financial topics into clear, actionable advice.
• Collaborate with and mentor junior advisors and support staff to drive client success.
• Support business development efforts through client referrals and firm-wide initiatives.
• Manage all aspects of client financial planning, investment implementation, and service.
• Ensure clients’ goals, values, and action plans are consistently aligned and executed.

What We’re Looking For:

• CFP® designation required.
• 3-5 years of client-facing experience with an RIA, family office, or investment advisory firm.
• Proven expertise in financial planning and investment strategy.
• Strong communication skills with a passion for delivering exceptional client experiences.
• Detail-oriented, highly organized, and thrives in a fast-paced, team-driven environment.
• Proficient with CRM, financial planning tools, and portfolio management systems.

Compensation & Benefits:

• Competitive compensation package with bonus opportunities.
• Clearly defined career path and growth trajectory.
• Full benefits including health, retirement, and generous PTO.

Reference Number: HRJ7675
Location: Redwood City, California