Reference Number: HRJ7769
Location: Atlanta, Georgia

Judson Group is proud to be retained by a leading, family-owned RIA firm in Atlanta with almost $3B AUM that has spent over four decades building lifelong client relationships rooted in trust, transparency, and personalized service. This firm is more than just a financial advisory practice—it’s a tight-knit community that puts people first: clients, employees, and partners alike.

We are seeking a senior, client-focused Lead Advisor to join the C-suite and help lead the next chapter of growth. This is a unique opportunity with a clearly defined path that, after 6–18 months, will evolve into overseeing the advisory team. In the near term, this role is centered on serving as a primary advisor to complex, high-net-worth relationships while partnering with leadership on strategy, growth, and advisor development.

Why You’ll Love This Role:

• Serve as a trusted Lead Advisor to key client relationships while shaping the future direction of the firm.
• Be a key decision-maker, working alongside the CEO and COO to influence firm-wide strategy, policy, and growth initiatives.
• Play an instrumental role in mentoring and elevating Wealth Managers as the firm grows.
• Join a mission-led, client-centric firm that balances professional performance with emotional intelligence and respect.
• Work with a well-established, independent firm with a trusted 40+ year reputation and a long-term outlook.

What You’ll Be Doing:

• Serve as Lead Advisor on complex, high-net-worth client relationships.
• Deliver holistic wealth planning, investment oversight, and trusted guidance to multi-generational families.
• Provide leadership-level client service and act as a senior resource for relationship management.
• Partner with CEO/COO on firm leadership decisions and long-term planning.
• Support and mentor Wealth Managers through coaching, collaboration, and shared client work.
• Help define and evolve the Wealth Manager role and service standards over time.
• Champion the firm’s values and communicate the mission through client and internal interactions.
• Help guide the firm through industry trends, change, and growth.
• Support Wealth Managers with complex client needs, transitions, and problem-solving.
• Mediate and strengthen key relationships with clients, their families, and external partners.
• Collaborate on investment strategy, portfolio reviews, and COI engagement.
• Lead by example in client service, communication, and crisis resolution.
• Help advisors grow their books and deepen client engagement.
• Serve as a liaison between Wealth Managers and Marketing/BD teams.
• After 6–18 months, transition into leading and developing the advisory team, including performance management and hiring.

What We’re Looking For:

• 10+ years of experience in the RIA or wealth management space, with deep expertise in client relationship management, portfolio oversight, and holistic planning.
• A proven Lead Advisor with the ability to manage complex client relationships and act as a trusted confidant.
• Exceptional communication and listening skills—you lead with empathy and clarity.
• High emotional intelligence, self-awareness, and the ability to navigate sensitive client and team dynamics with professionalism.
• Strong strategic thinking and a collaborative mindset, with interest in future people leadership.
• A passion for client service excellence, growing others, and making a meaningful impact.

Compensation & Benefits:

• Competitive base salary and bonus
• Comprehensive benefits package

Reference Number: HRJ7769
Location: Atlanta, Georgia