Reference Number: HRJ7832
Location: Oakbrook Terrace, Illinois

Judson Group is proud to partner with a nationally recognized, fee-only RIA known for delivering sophisticated, client-centric investment and wealth management solutions. The firm serves individuals and institutions by creating, building, and managing wealth—allowing clients to focus on life’s most meaningful priorities.

As the firm continues its strategic growth, we are seeking a seasoned and relationship-focused Senior Wealth Advisor to join its expanding Mid-West team and take over an existing book of clients. This role is ideal for an advisor who values fiduciary responsibility, excels in client engagement, and is motivated by long-term impact rather than transactional outcomes.

As a Senior Wealth Advisor, you will serve as a primary point of contact for a substantial client base, delivering thoughtful advice, disciplined investment oversight, and comprehensive financial planning.

Why You’ll Love This Role:

• Fiduciary-first culture: Operate within a fee-only environment where advice is objective, aligned, and client-focused.
• Meaningful advisory relationships: Manage sophisticated clients and serve as a long-term strategic partner in their financial decision-making.
• Institutional-quality platform: Leverage robust investment capabilities, research, and planning resources.
• Collaborative leadership environment: Work alongside experienced professionals who value intellectual rigor, accountability, and shared success.
• Career longevity and growth: Join a firm with a strong national presence, consistent growth, and opportunities for professional advancement.

What You’ll Be Doing:

• Managing a portfolio of wealth management clients, serving as their trusted advisor across all aspects of their financial lives.
• Driving exceptional client retention through proactive communication, strategic guidance, and regularly scheduled portfolio and planning reviews.
• Advising clients on complex financial planning matters, including multi-generational wealth considerations and evolving life events.
• Partnering with the wealth management team to design and oversee customized investment portfolios, utilizing equities, fixed income, ETFs, structured notes, and alternative investments.
• Supporting new client acquisition efforts through collaboration with strategic partners and internal stakeholders.

What We’re Looking For:

• Bachelor’s degree.
• 1–5 years of experience in the financial services industry, preferably advising high-net-worth individuals or families.
• Series 65 and/or CFP® designation, or a commitment to pursuing advanced credentials.
• Demonstrated success building long-term client relationships and delivering tailored financial solutions.
• Strong investment acumen, financial planning knowledge, and polished presentation skills.
• Exceptional communication and interpersonal abilities, with a high level of professionalism and attention to detail.
• Ability to perform effectively in a fast-paced, collaborative environment.
• Willingness to travel periodically to other offices in other states.

Compensation & Benefits:

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

Reference Number: HRJ7832
Location: Oakbrook Terrace, Illinois