Reference Number: HRJ7883
Location: Chicago, Illinois

Judson Group is proud to partner with a highly respected RIA managing more than $2B in AUM in the search for a Senior Client Advisor – Wealth Management. This firm is dedicated to delivering sophisticated wealth management solutions to multi-generational families, business owners, and emerging affluent professionals.

This is an exceptional opportunity for a relationship-driven advisor who thrives in a collaborative environment and is passionate about delivering personalized, high-impact advice. As a trusted advisor, you will work closely with firm Partners to transition and strengthen client relationships while playing a key role in shaping clients’ long-term financial success.

Why You’ll Love This Role:

• Join a well-established, growing RIA with a strong reputation for excellence and client service.
• Deepen meaningful client relationships while serving as a trusted strategic advisor.
• Collaborate with an experienced, supportive team committed to delivering thoughtful, high-quality planning and investment guidance.
• Work with sophisticated High-Net-Worth clients on complex financial planning matters.
• Opportunity to mentor and develop team members while contributing to the continued growth of the firm.
• Enjoy a culture that values collaboration, integrity, professionalism, and long-term client impact.

What You’ll Be Doing:

• Serve as the lead advisor and primary relationship manager for High-Net-Worth clients, delivering tailored financial planning and comprehensive wealth management strategies aligned with clients’ long-term goals.
• Partner closely with firm leadership to transition and strengthen existing client relationships while ensuring continuity and exceptional service.
• Develop and deepen client relationships, identifying opportunities to grow assets under management and convert prospective clients into long-term relationships.
• Lead sophisticated financial planning engagements involving investment strategy, retirement planning, tax planning, estate planning, charitable giving, education funding, and cash flow analysis.
• Analyze complex client financial data, identify trends and opportunities, and deliver strategic recommendations customized to each client’s objectives.
• Collaborate with internal client service and operations teams to ensure a seamless, high-touch client experience.
• Ensure client action items, recommendations, and follow-up activities are executed accurately and documented thoroughly.
• Mentor and support team members by providing coaching and guidance on client service excellence, onboarding, and professional development.

What We’re Looking For:

• Bachelor’s degree required; advanced degree preferred.
• CFP® and/or CFA designation strongly preferred; CPA or JD is a plus.
• 10+ years of experience within a wealth management firm, family office, or RIA.
• Demonstrated success leading High-Net-Worth client relationships and delivering comprehensive financial planning advice.
• Strong expertise across investment management, asset allocation, retirement planning, tax and estate planning strategies, and account administration.
• Leadership experience with a collaborative, team-oriented approach highly preferred.
• Proven ability to build trust, communicate effectively, and cultivate long-term client relationships.
• Experience utilizing CRM systems, financial planning software, and portfolio accounting platforms.
• Highly organized, detail-oriented, and committed to delivering an exceptional client experience.

Compensation & Benefits:

• Competitive base salary + bonus.
• Comprehensive benefits package.

Reference Number: HRJ7883
Location: Chicago, Illinois