Reference Number: HRJ7842
Location: Huntsville, Alabama

Judson Group is proud to partner with a premier, advisor-owned wealth management firm overseeing more than $2.5B in assets under management. This firm is known for delivering highly personalized, comprehensive financial strategies and setting a new standard in client-first advice.

We are seeking a Financial Planner to join a high-performing team focused on deepening client relationships and delivering holistic, purpose-driven financial planning. This role offers immediate immersion into an established client base and meaningful client impact.

Why You’ll Love This Role:

• Step into an established client base with a strong focus on retention and relationship expansion.
• Make a meaningful difference in clients’ lives by providing clarity, confidence, and peace of mind.
• Enjoy autonomy as a trusted advisor while being supported by an experienced, collaborative team.
• Thrive in a fast-paced, growth-oriented environment where your ideas and development are valued.

What You’ll Be Doing:

• Build, retain, and expand strong client relationships through exceptional service and proactive engagement.
• Lead the development and presentation of comprehensive financial plans and wealth strategies.
• Align client goals with investment recommendations, including asset allocation, risk tolerance, cash flow, and portfolio construction.
• Serve as a trusted resource across investments, tax, estate, and insurance planning.
• Analyze client data to develop integrated, actionable planning recommendations.
• Drive business growth through referrals, COIs, prospect meetings, and community involvement.
• Collaborate on complex planning scenarios and multi-generational wealth strategies.
• Represent the firm at client events and community initiatives.
• Mentor and support a junior paraplanner.

What We’re Looking For:

• 5+ years of experience in financial planning or wealth management.
• Bachelor’s degree required.
• CFP® designation (or active pursuit) required.
• Tax planning experience is a plus, especially in high-net-worth contexts.
• Strong attention to detail, organization, and a sense of urgency.
• Excellent communication and presentation skills—you know how to make data meaningful.
• Proficiency in Excel and Microsoft Office; familiarity with planning software.

Compensation & Benefits:

• Competitive base salary and bonus
• Comprehensive benefits package

Reference Number: HRJ7842
Location: Huntsville, Alabama