Reference Number: MHH7654
Location: Hunt Valley, Maryland

Judson Group is proud to partner with a highly respected independent wealth management firm in the search for a Senior Financial Advisor in Hunt Valley, MD. Known for its deep commitment to client service and a collaborative, values-driven culture, this firm offers an exceptional environment for seasoned advisors who thrive on delivering comprehensive financial planning and building long-term client relationships.

This is an outstanding opportunity for a high-performing advisor to step into a leadership role with a well-established client base, while also helping to drive growth and deepen relationships across generations.

Why You’ll Love This Role

• Be the primary advisor to a loyal, high-net-worth client base that values your expertise and guidance.
• Join a team that places integrity, empathy, and long-term client success at the core of everything they do.
• Work alongside experienced financial planners, investment professionals, and client service specialists to deliver a truly integrated planning experience.
• Go beyond portfolios and truly impact lives with holistic planning across retirement, tax, estate, and risk management.
• Tap into new business opportunities within an existing book and through referrals—no aggressive sales tactics, just meaningful connections.

What You’ll Be Doing:

• Serve as the primary relationship manager and trusted advisor for a portfolio of high-net-worth clients.
• Lead client meetings, deliver financial advice, and proactively manage relationships with a focus on long-term satisfaction and retention.
• Develop, present, and implement comprehensive financial plans that address a full range of client needs including cash flow, investments, taxes, insurance, retirement, and estate planning.
• Identify and capture new opportunities within existing relationships while supporting firm-wide business development efforts.
• Collaborate with internal specialists and support staff to ensure seamless execution of plans and a high-touch client experience.
• Maintain detailed documentation and follow-through on all client action items.

What We’re Looking For:

• 5+ years of experience advising high-net-worth individuals and families.
• Bachelor’s degree required; CFP®, CFA, or MBA strongly preferred.
• Series 65 required.
• Strong knowledge of financial planning concepts, investment strategy, and wealth management best practices.
• Proficiency with financial planning software, CRM systems, and portfolio reporting tools.
• Ability to manage multiple priorities with attention to detail and exceptional organizational skills.
• Passion for helping clients achieve their financial goals with empathy and integrity.
• Business development experience and comfort with growth-minded client engagement is a plus.

Compensation & Benefits:

• Competitive base salary + bonus
• Full benefits package including health, retirement, and PTO
• Long-term career growth within a respected, client-focused firm

Reference Number: MHH7654
Location: Hunt Valley, Maryland