Reference Number: HRJ7710
Location: Atlanta, Georgia

Judson Group has partnered with a rapidly growing, nationally recognized RIA managing over $29B in AUM in the search for a driven and relationship-oriented Wealth Manager. This is an exciting opportunity for a skilled advisor to step into a client-facing role with strong growth potential—and a clear path to long-term leadership.

In this role, you’ll work directly with senior wealth managers to deliver personalized, high-touch planning and investment guidance to high-net-worth clients. You’ll also play a key role in supporting business development efforts, helping to grow the client base while deepening existing relationships.

Why You’ll Love This Role:

• Join a thriving RIA with national reach, expanding rapidly with no plans to slow down.
• Collaborate directly with senior advisors and gain hands-on experience in managing complex relationships.
• Clear track for professional growth and leadership opportunities in the short- and long-term.
• Be part of a forward-thinking team that values innovation, integrity, and client service excellence.

What You’ll Be Doing:

• Serve as a primary point of contact for an established base of high-net-worth clients, delivering a best-in-class advisory experience.
• Support senior wealth managers in crafting and executing investment, tax, and financial planning strategies tailored to each client.
• Lead and support client meetings, including creating presentations, analyzing data, and implementing recommendations.
• Execute trades and manage account administration, ensuring accuracy and a seamless client experience.
• Conduct portfolio reviews, financial projections, and cash flow analyses to proactively guide client decisions.
• Assist with business development initiatives by identifying new planning opportunities and enhancing client engagement.
• Partner with internal teams (operations, planning, and investment) to deliver fully integrated financial solutions.

What We’re Looking For:

• CFP® certification required.
• 3–5 years of client-facing advisory experience within an RIA or similar wealth management environment.
• Strong background in financial planning, investment implementation, and complex client servicing.
• Bachelor’s degree required; Master’s degree preferred.
• Proficiency in CRM systems, financial planning software, and portfolio accounting tools.
• Excellent organizational and time management skills, with the ability to prioritize in a fast-paced environment.
• Outstanding communication skills with a proactive, client-first mindset.

Compensation & Benefits:

• Competitive base salary + bonus.
• Comprehensive benefits package.
• Well-defined career path with leadership opportunities.
• Collaborative, mission-driven team focused on client success and long-term relationships.

Reference Number: HRJ7710
Location: Atlanta, Georgia