Reference Number: HRJ7893
Location: Hilton Head, South Carolina

Judson Group is proud to partner with a highly respected and rapidly growing RIA in the search for a Senior Wealth Advisor to help establish and expand its presence in the Hilton Head, SC market.

This is a rare opportunity to “plant the flag” in one of the Southeast’s most affluent and underpenetrated wealth markets. Hilton Head represents a strategic priority for the firm, with one of the highest concentrations of wealth per capita in the region and a client base well-suited for a truly integrated, planning-first wealth management approach.

The firm offers institutional-quality resources, a clear growth trajectory, and equity ownership—backed by a strong and expanding footprint across the Carolinas. For the right advisor, this is an opportunity to build meaningful market presence while leveraging a fully integrated platform designed for ultra-high-net-worth and complex client needs.

Why You’ll Love This Role:

• Build and lead the firm’s presence in Hilton Head, one of the Southeast’s most affluent and strategically important wealth markets, with the opportunity to truly “plant the flag” in an underpenetrated region.
• Serve an exceptional client base of retirees, business owners, and multi-generational families who value coordinated, holistic financial advice over transactional investment management.
• Join a planning-first RIA that combines boutique, high-touch client service with institutional-grade resources, equity ownership, and a clear long-term growth trajectory.
• Leverage a fully integrated platform that includes in-house tax strategy and CPA services, estate attorneys, and trust capabilities to deliver deeply coordinated, multi-disciplinary wealth solutions.
• Grow within a collaborative, high-momentum South Carolina team while building your practice in a supportive environment designed for both immediate impact and long-term ownership.

What You’ll Be Doing:

• Serve as the lead advisor for high-net-worth and ultra-high-net-worth client relationships.
• Deliver comprehensive, planning-driven advice across investments, tax strategy, estate planning, and wealth transfer.
• Build deep, long-term client relationships rooted in trust, coordination, and proactive guidance.
• Engage with and convert firm-supported prospects into enduring client relationships.
• Coordinate closely with internal specialists to deliver a seamless, integrated client experience.
• Help establish and grow the firm’s presence and reputation in the Hilton Head market.
• Contribute to a collaborative team environment and support the development of junior advisors.
• Partner with leadership to refine processes and enhance the client experience as the firm scales.

What We’re Looking For:

• 7+ years of wealth advisory experience serving high-net-worth clients.
• CFP® designation required.
• Strong background in comprehensive financial planning and complex client relationships.
• Demonstrated ability to build and sustain long-term client trust.
• Entrepreneurial mindset with a desire to build market presence from the ground up.
• Strong collaboration and communication skills.
• Leadership orientation with interest in mentoring and developing advisors.
• High integrity, professionalism, and commitment to a planning-driven client experience.

Compensation & Benefits:

• Competitive base salary and bonus
• Comprehensive benefits package

Reference Number: HRJ7893
Location: Hilton Head, South Carolina