Reference Number: HRJ7825
Location: Chicago, Illinois

Judson Group is proud to partner with a premier, $29B+ AUM Registered Investment Advisor with a strong national footprint in the search for a Senior Wealth Advisor. This role is tailor-made for a dynamic, results-driven advisor with a passion for business development and a track record of success working with high-net-worth and ultra-high-net-worth clients.

If you’re motivated by growth, thrive in client-facing environments, and want to join a firm known for delivering white-glove service, customized portfolios, and sophisticated financial planning—this could be your next big move.

Why You’ll Love This Role:

• Step into a leadership-track role with direct impact on firm-wide AUM growth.
• Work with HNW and UHNW individuals, offering tailored advice and access to elite resources.
• Partner with service advisors and regional teams that support your success from prospect to close.
• Represent a respected national RIA known for client-first service and deep planning expertise.
• Earn highly competitive compensation with bonuses, benefits, and a clear upward trajectory.

What You’ll Be Doing:

• Drive new business by identifying and engaging prospective HNW/UHNW clients.
• Cultivate relationships through strategic networking, referrals, and Centers of Influence (COIs).
• Collaborate with local service advisors to co-lead meetings and close new client opportunities.
• Create customized investment proposals and reallocation plans tailored to client goals.
• Analyze performance reports and investment data to support client conversations.
• Partner across departments to ensure a seamless handoff and exceptional long-term service for new clients.

What We’re Looking For:

• 5+ years in a client-facing, business development-focused advisory role (RIA experience preferred).
• Bachelor’s degree required; advanced degree and/or CFP® / CFA strongly preferred.
• Organized, detail-oriented, and tech-savvy with strong presentation and proposal skills.
• Demonstrated success acquiring and closing new business in the HNW/UHNW space.
• Excellent communication and relationship-building skills with a strategic, consultative approach.
• Highly self-motivated with a strong entrepreneurial spirit and a solutions-oriented mindset.
• Ability to prioritize and manage multiple opportunities in a fast-paced, high-expectation environment.

Compensation & Benefits:

• Competitive base salary + performance bonus.
• Full benefits package and long-term career growth plan.
• The chance to represent a best-in-class RIA with the infrastructure to support your success.

Reference Number: HRJ7825
Location: Chicago, Illinois