Reference Number: HRJ7915
Location: Royal Oak, Michigan

Judson Group is proud to partner with a highly respected boutique Registered Investment Advisor (RIA) in the search for a 401(k) Advisor. This is an exciting opportunity to join a collaborative, growth-oriented firm with an established retirement plan practice and a strong reputation for delivering exceptional client service.

In this role, you’ll inherit an existing book of approximately 40 retirement plans while playing a key role in expanding the firm’s 401(k) business. With a newly established partnership creating additional referral opportunities, you’ll have the support and resources to grow your client base while making a meaningful impact on small business retirement programs.

Why You’ll Love This Role:

• Join a respected boutique RIA with a collaborative, client-first culture.
• Step into an established book of business with approximately 40 existing retirement plans.
• Grow your own practice by bringing existing client relationships, if applicable.
• Capitalize on new business opportunities through a recently established property and casualty insurance partnership.
• Work with small business owners to help strengthen their employees’ retirement outcomes.
• Be based in the firm’s Royal Oak office with the opportunity to build lasting client relationships.

What You’ll Be Doing:

• Manage and deepen relationships with an established portfolio of 401(k) plan clients.
• Serve as a trusted advisor to plan sponsors, delivering ongoing guidance and exceptional service.
• Identify and pursue new business opportunities to expand the firm’s retirement plan practice.
• Leverage referral opportunities through strategic business partnerships.
• Consult with employers on retirement plan design, participant education, and fiduciary best practices.
• Build long-term relationships with business owners and key decision-makers.

What We’re Looking For:

• 5–7+ years of experience advising or servicing 401(k) retirement plans.
• Experience managing employer-sponsored retirement plan relationships.
• Demonstrated business development skills and a passion for growing client relationships.
• Existing retirement plan book of business is a plus, but not required.
• Strong communication, relationship management, and consultative sales skills.
• Ability to work independently while contributing to a collaborative team environment.

Compensation & Benefits:

• Competitive base salary and bonus
• Comprehensive benefits package

Reference Number: HRJ7915
Location: Royal Oak, Michigan