Reference Number: HRJ7894
Location: Chicago, Illinois

Judson Group is proud to partner with a highly respected boutique wealth management firm in Chicago in the search for a Senior Financial Advisor. With nearly 400 client households and a reputation built on exceptional service, personalized advice, and long-term relationships, this growing RIA serves primarily mass affluent and high-net-worth clients with assets generally under $5 million. The firm’s culture is collaborative, client-centric, and deeply committed to delivering an outstanding wealth management experience.

We are seeking a Senior Financial Advisor to play a key role in the firm’s continued growth and client service model. This advisor will assume responsibility for approximately 150-200 established client relationships, serving as the primary point of contact and trusted advisor. Success in this role will be driven by proactive communication, exceptional follow-through, and a genuine passion for helping clients navigate important financial decisions. While business development opportunities exist, the primary focus is on deepening existing relationships and delivering a high-touch client experience.

This role is ideal for a well-rounded advisor who combines strong financial planning and investment knowledge with a service-first mindset. You’ll work alongside an experienced team in a collaborative environment where client care is valued just as highly as technical expertise.

Why You’ll Love This Role:

• You’ll inherit an established book of client relationships, allowing you to focus on advice, planning, and service rather than aggressive business development.
• You’ll join a boutique, team-oriented firm where collaboration, integrity, and client advocacy drive every decision.
• You’ll have the opportunity to build meaningful, long-term relationships with clients who value trusted advice and personalized service.
• You’ll be part of a firm with a strong reputation, a loyal client base, and a clear vision for the future.

What You’ll Be Doing:

• Serve as the primary advisor for approximately 150-200 existing client relationships, ensuring a consistent and exceptional client experience.
• Build and maintain strong relationships through proactive outreach, regular reviews, and timely follow-up.
• Lead client meetings and deliver comprehensive financial planning advice tailored to each client’s goals and circumstances.
• Provide guidance across investments, retirement planning, risk management, estate planning, and other wealth management needs.
• Monitor client portfolios and collaborate with internal team members to implement investment and planning recommendations.
• Identify opportunities to enhance client outcomes and strengthen engagement with the firm’s services.
• Partner closely with operations and client service professionals to ensure seamless execution and communication.
• Stay current on industry developments, market trends, and planning strategies to deliver informed recommendations.
• Contribute to a positive, collaborative team culture focused on delivering exceptional client outcomes.

What We’re Looking For:

• Bachelor’s degree in finance, business, economics, accounting, or a related field.
• 10+ years of client-facing wealth management, financial planning, or investment advisory experience.
• CFP® designation strongly preferred.
• Strong knowledge of investment management principles and comprehensive financial planning strategies.
• Experience managing and servicing a book of client relationships with a high level of professionalism and responsiveness.
• Exceptional organizational skills with a proven ability to follow through on commitments and manage multiple priorities effectively.
• Outstanding communication and interpersonal skills, with the ability to build trust and simplify complex financial concepts.
• A collaborative, team-oriented approach and a genuine passion for serving clients.
• Proficiency with CRM systems, financial planning software, and Microsoft Office Suite.

Compensation & Benefits:

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

Reference Number: HRJ7894
Location: Chicago, Illinois