Reference Number: HRJ7677
Location: Tucson, Arizona

Judson Group has been exclusively retained by a high-touch, boutique RIA in search of a Financial Advisor – CFP to take on a lead advisory role and help shape the future of the firm. This is a rare opportunity to inherit established client relationships, work directly with the firm’s founder, and deliver deep, personalized financial guidance that truly makes a difference.

As the primary point of contact for a select group of high-net-worth clients, you’ll lead meetings, build holistic financial plans, and develop investment strategies tailored to each client’s goals and values. For the right person, this role offers significant growth potential and a clear path to partnership.

Why You’ll Love This Role:

• Take the reins on existing client relationships and lead from day one.
• Collaborate closely with the firm’s founder and gain exposure to high-level strategic decision-making.
• Deliver meaningful, client-first planning in an environment where quality matters more than quantity.
• Opportunity to build equity and grow into a leadership or partnership role within a respected, growing firm.
• No bureaucracy, just great clients, great work, and a tight-knit team focused on doing it right.

What You’ll Be Doing:

• Serve as the lead advisor for a roster of high-net-worth clients, building strong, lasting relationships.
• Plan and conduct client meetings, proactively managing expectations and delivering a seamless advisory experience.
• Create and present comprehensive financial plans and long-term investment strategies tailored to client goals.
• Analyze complex financial data and recommend solutions in estate, retirement, tax, and investment planning.
• Manage client administration, including account setup, documentation, cashiering, and reporting.
• Identify opportunities to deepen relationships, uncover new assets, and drive organic growth within the client base.
• Execute follow-ups and ensure all client action items are completed accurately and on time.
• Collaborate with team members to deliver a holistic and integrated financial planning experience.

What We’re Looking For:

• 7+ years of experience in a client-facing wealth advisory role, preferably with HNW clientele.
• Bachelor’s degree and Series 65 required.
• CFP® designation required; additional credentials such as CPA, CFA, JD, FPQP®, or MBA are a strong plus.
• Proven ability to lead client relationships with professionalism, empathy, and clarity.
• Strong organizational skills with the ability to manage multiple priorities with precision.
• Familiarity with CRM systems, financial planning software, and portfolio management tools.
• Self-starter with excellent communication and presentation skills.
• Business development experience is a plus, but not required—growth will be supported by the firm.

Compensation & Benefits:

• Competitive base salary + Performance-based bonus.
• Comprehensive benefits package.
• Long-term equity/partnership opportunity.
• Supportive and collaborative team culture.

Reference Number: HRJ7677
Location: Tucson, Arizona