Reference Number: HRJ7935
Location: May be located in any of the following markets: Chicago, Indianapolis, Cincinnati, Cleveland, Columbus, Detroit, Ann Arbor, Dallas, New York City, Atlanta, Phoenix, Boca Raton, Denver, San Francisco, Nashville, Seattle

Judson Group is proud to partner with a nationally established, independent wealth management firm with an impressive footprint of more than 40 offices across the country and over $45 billion in AUM in the search for an accomplished Private Wealth Advisor to serve high- and ultra-high-net-worth individuals, families, family offices, and foundations.

This is an opportunity to leverage relationships seeded from a referral channel along with internal marketing efforts and drive sophisticated wealth strategies backed by a comprehensive team of investment, financial planning, tax, trust, and estate planning professionals. You’ll have the resources and flexibility to develop a practice aligned with your expertise and long-term goals.

Why You’ll Love This Role:

• Develop meaningful client relationships, expand your book of business, and create opportunities to build a team as your practice grows.
• Leverage an established investment platform and in-house specialists across financial planning, tax, estate planning, trust services, and alternative investments.
• Bring clients access to institutional relationships and private market opportunities, including private equity, private credit, and co-investments.
• Join an expanding independent wealth management organization with opportunities for professional development and future leadership.

What You’ll Be Doing:

• Develop and implement customized wealth management strategies encompassing investment management, financial planning, asset allocation, tax and estate planning, and alternative investments.
• Own and expand a portfolio of high- and ultra-high-net-worth client relationships, serving as a trusted advisor and primary point of contact.
• Build on referral-driven relationships while strengthening outreach through internal marketing efforts.
• Identify opportunities to deepen existing relationships, attract new clients, and grow assets under management.
• Build and maintain referral relationships with attorneys, CPAs, investment bankers, and other centers of influence.
• Lead prospective client meetings and manage the relationship development process from initial engagement through onboarding.
• Conduct ongoing portfolio reviews, monitor investment performance, anticipate client needs, and adjust strategies as objectives evolve.
• Partner with internal investment, planning, tax, trust, and client service teams to deliver coordinated wealth management solutions.
• Maintain accurate records of client interactions, prospect activity, and relationship development.

What We’re Looking For:

• 5–7+ years of experience in wealth management, financial advisory, or a comparable entrepreneurial business development environment.
• Bachelor’s degree in finance, business, or a related discipline.
• CFP, CFA, CPA, or CIMA designation preferred.
• Series 65 license required or must be obtained within 90 days of employment.
• Proven ability to attract, develop, and retain high-net-worth and ultra-high-net-worth client relationships.
• Demonstrated business development skills, including building referral networks and converting prospective clients into long-term relationships.
• Strong knowledge of investment management, financial planning, portfolio construction, and comprehensive wealth strategies.
• Excellent communication and relationship management skills, with the ability to translate complex financial concepts into clear recommendations.
• Proficiency in Salesforce and Microsoft Office; familiarity with financial modeling and portfolio management platforms is a plus.

Compensation & Benefits:

• Base salary range is $200,000 non-recoverable draw. This position is also eligible for performance-based incentive compensation tied to new client acquisition and book growth.
• Full benefits package.

Reference Number: HRJ7935
Location: May be located in any of the following markets: Chicago, Indianapolis, Cincinnati, Cleveland, Columbus, Detroit, Ann Arbor, Dallas, New York City, Atlanta, Phoenix, Boca Raton, Denver, San Francisco, Nashville, Seattle