Reference Number: HRJ7723
Location: Minneapolis, Minnesota

Judson Group is proud to partner with a powerhouse RIA to identify a Lead Wealth Advisor ready to make a meaningful impact. This is more than a job—it’s an opportunity to join a dynamic, client-centric firm known for delivering exceptional service and customized wealth strategies to an elite clientele.

As a Lead Wealth Advisor, you’ll be the trusted advisor at the center of your clients’ financial lives. You’ll take ownership of high-net-worth relationships, provide expert guidance across investment management and financial planning, and lead strategic conversations that drive long-term success. If you’re passionate about delivering white-glove service and thrive in a high-performing, collaborative environment—this is your next big move.

Why You’ll Love This Role:

• You’ll work directly with affluent clients on complex, meaningful financial decisions—your insights will change lives.
• Leverage the resources, research, and tools of a well-respected firm.
• Enjoy the freedom to lead client relationships your way, with the full backing of a seasoned team.
• You’ll be surrounded by ambitious, collaborative professionals who push each other to grow and succeed.
• Join a firm that truly puts clients first—and empowers you to do the same, without compromise.

What You’ll Be Doing:

• Serve as the primary point of contact for a sophisticated client base, building lasting relationships through proactive communication and world-class service.
• Guide clients through personalized investment strategies, portfolio reviews, tax-efficient planning, and holistic financial roadmaps.
• Prepare and present compelling financial plans and investment insights during client meetings.
• Execute trades, respond to complex inquiries, and solve unique client challenges with confidence and precision.
• Work hand-in-hand with internal planning, investment, and operations teams to ensure seamless client experiences.

What We’re Looking For:

• 5+ years in a client-facing wealth management or RIA role, managing high-net-worth relationships.
• Bachelor’s degree required; CFP® or CFA strongly preferred. Series 65/66 required (or willing to obtain).
• Proficiency in Microsoft Suite, especially Excel. Familiarity with wealth tech platforms is a plus.
• High attention to detail, exceptional interpersonal skills, and a deep desire to exceed client expectations.
• Ability to self-manage and thrive in a collaborative, fast-paced environment.

Compensation & Benefits:

• Highly competitive base salary + bonus opportunities
• Full suite of benefits

Reference Number: HRJ7723
Location: Minneapolis, Minnesota