Reference Number: HRJ7778
Location: Los Angeles, California (Remote)

Judson Group is excited to partner with a nationally recognized, fast-growing RIA that is redefining the wealth management experience. Backed by private equity and driven by innovation, this firm combines the rigor of investment and financial planning with a truly personalized, high-touch advisory approach for high-net-worth and ultra-high-net-worth (UHNW) clients.

We’re looking for a Financial Planner with at least 2–5 years of HNW/UHNW planning experience to join a cutting-edge Planning Team that’s transforming how advanced planning is delivered. This is a rare opportunity to help shape a technology-forward, client-centric offering in a collaborative, fast-paced environment.

You’ll work closely with Firm Leadership to design and deliver sophisticated planning strategies across estate planning, retirement, income tax optimization, and investment management. You’ll also play a key role in enhancing internal planning resources, training advisors, and providing strategic insights that go far beyond the basics.

Why You’ll Love This Role:

• You’ll work directly with high-net-worth and ultra-high-net-worth clients, helping them navigate life’s biggest financial decisions with confidence.
• This is more than a job — it’s a chance to influence the design of a modern, scalable planning platform within a high-growth RIA.
• You’ll be mentored by thought leaders in the field and given room to stretch, contribute, and evolve professionally.
• Enjoy remote flexibility with opportunities to collaborate in-person at the Los Angeles office if local.

What You’ll Be Doing:

• Build and maintain advanced, holistic financial plans using tools like eMoney and Holistiplan.
• Analyze estate planning documents (e.g., wills, SLATs, GRATs, QPRTs, charitable trusts) and provide actionable insights beyond software outputs.
• Partner with advisors, attorneys, and internal teams to design and implement estate and tax strategies tailored to UHNW client needs.
• Lead and participate in client meetings to guide decision-making on topics such as trust funding, asset titling, tax optimization, and generational wealth transfer.
• Create client-ready planning materials and contribute to firm-wide educational content, webinars, and social platforms.
• Mentor junior team members and share technical knowledge across the planning team.
• Support advisor education and training initiatives to elevate internal expertise.

What We’re Looking For:

• Bachelor’s degree required; JD, CPA, and/or CFP® strongly preferred.
• 2–5 years of experience in financial planning, estate law, or wealth management.
• Familiarity with complex estate planning techniques for $10M+ clients.
• Ability to interpret legal and financial documents and communicate complex planning topics clearly and confidently.
• Knowledge of income, gift, and estate tax strategies and returns (review experience is a plus).
• Experience with planning software like eMoney, Holistiplan, or similar.
• Licenses: Series 7 and 66 (or willingness to obtain within 6 months).
• Based in or able to work comfortably within Pacific Time Zone. Los Angeles-area candidates may work from the local office.

Compensation & Benefits:

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

Reference Number: HRJ7778
Location: Los Angeles, California (Remote)