Reference Number: HRJ7892
Location: Greenville, South Carolina

Judson Group is proud to partner with a highly respected and rapidly growing RIA serving high-net-worth and ultra-high-net-worth individuals and families in the search for a Senior Wealth Advisor to join its Greenville, SC team.

This opportunity is ideal for an experienced advisor who thrives on comprehensive planning, values deep client relationships, and is looking to grow within a collaborative, entrepreneurial environment. The Greenville office has developed a proven platform for advisors at every stage of their career, combining sophisticated clients, institutional-quality resources, and a clear path toward leadership and equity ownership.

Why You’ll Love This Role:

• Work with sophisticated high-net-worth and ultra-high-net-worth clients on complex financial planning and wealth management strategies.
• Integrated Tax Practice: Advisors work alongside professionals providing tax planning, tax preparation, bookkeeping, and payroll services, creating a more comprehensive client experience, strengthening client relationships, and generating valuable referral opportunities.
• Leverage industry-leading financial planning technology to uncover opportunities and deepen client relationships.
• Proven Advisor Development Model: Advisors benefit from hands-on mentorship, collaborative client engagement, and a team structure designed to support long-term success.
• Enjoy a clear path toward increased responsibility, leadership opportunities, and potential equity ownership.

What You’ll Be Doing:

• Serve as the lead advisor for high-net-worth client relationships and a key advisor on ultra-high-net-worth engagements.
• Deliver comprehensive planning solutions across investments, retirement, tax, estate, and wealth transfer strategies.
• Build trusted, long-term relationships through proactive advice and exceptional client service.
• Lead financial planning reviews and guide clients through complex financial decisions.
• Engage with qualified, firm-generated prospects and help convert opportunities into long-term client relationships.
• Collaborate with the firm’s integrated tax professionals to deliver a more comprehensive client experience.
• Mentor and support the development of junior advisors while contributing to a collaborative team environment.
• Partner with leadership to enhance planning processes, client experience, and firm scalability.

What We’re Looking For:

• 7+ years of wealth advisory experience serving high-net-worth clients.
• CFP® designation required.
• Demonstrated expertise in comprehensive financial planning and complex client engagements.
• Strong relationship management and business development skills.
• Proven ability to build trust and maintain long-term client relationships.
• Leadership mindset with a passion for mentoring and developing other advisors.
• High integrity, professionalism, and commitment to delivering an exceptional client experience.
• Growth-oriented, collaborative, and motivated to contribute to the continued success of the firm.

Compensation & Benefits:

• Competitive base salary and bonus
• Comprehensive benefits package

Reference Number: HRJ7892
Location: Greenville, South Carolina