UHNW Financial Planner – CFP | Dallas, Texas

Reference Number: MHH7466
Location: Dallas, Texas

Judson Group has been retained by a holistic independent financial advisory firm in the search for an UHNW Financial Planner – CFP. This individual will be supporting the firm’s Advisors/Senior Advisors with financial planning and investment management responsibilities. The ideal candidate will have experience handling complex client transactions, preparing and presenting investment and financial planning recommendations and participating in client meetings.


  • Responsible for various client planning needs including investments, estate planning, retirement, asset protection, insurance, and tax planning.
  • Build and maintain client relationships in partnership with the Advisors/Senior Advisors.
  • Responsible for attending client meetings and collaborating with Senior Advisors to support client relationships.
  • Complete financial plans making high quality financial recommendations to clients.
  • Work with clients to ensure action items are thoroughly executed and documented.
  • Gather client data, ensuring accuracy and completeness, and enter data into financial planning software.


  • BA/BS Degree; advanced degree.
  • CFP required.
  • 3+ years of experience with an investment consulting/management firm, family office, or RIA.
  • Financial planning experience and the ability to develop financial planning analysis to support one’s own advice is required.
  • Proficient knowledge of a Financial Planning Program such as eMoney, Naviplan, and/or MoneyGuide Pro.
  • Strong working knowledge of investment concepts such as asset allocation and investment manager selection, along with a thorough understanding of tax consequences.
  • Organized and detail oriented while managing and prioritizing multiple tasks simultaneously.
  • Adaptable to work under pressure and meet deadlines in a fast-paced, demanding environment.

Competitive compensation, bonus, and benefits

Dallas, Texas

Reference Number: MHH7466

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