Reference Number: MHH7687
Location: Akron, Ohio

Judson Group is excited to partner with a rapidly growing, client-centric wealth management firm in the search for an Associate Wealth Advisor – CFP®. This is a high-impact opportunity to join a collaborative team and manage an established client base of approximately 100 households, working directly alongside a seasoned Regional Branch Manager.

We’re seeking a service-driven professional who thrives on building lasting relationships, delivering personalized financial guidance, and making a meaningful difference in clients’ lives.

Why You’ll Love This Role:

• Step into a warm book of ~100 clients, with strong retention and trusted relationships already in place.
• Work directly with a senior leader, with clear potential to take on more responsibility and grow your career.
• Tap into a mature network of Centers of Influence (COIs) and referrals.
• Join a team that prioritizes service and long-term client success.
• Focus on what you do best—advising—while supported by a dedicated client service team.
• Be part of a dynamic, evolving firm with over $2.5B in AUM and a modern, technology-enabled platform.

What You’ll Be Doing:

• Serve as the primary point of contact for a defined group of clients, providing proactive wealth management and planning services.
• Lead client meetings and communication with professionalism, empathy, and strategic insight.
• Develop and implement customized financial plans aligned with client goals and evolving needs.
• Expand your impact through referral channels and strong COI relationships.
• Communicate planning strategies and the firm’s value proposition clearly and effectively.
• Ensure execution of financial planning action items and maintain thorough documentation.
• Collaborate closely with a client support team to deliver a seamless, high-touch experience.
• Use financial planning tools (MoneyGuidePro) and CRM (Salesforce) to drive efficiency and impact.

What We’re Looking For:

• Bachelor’s degree required; CFP® designation highly preferred.
• Series 65 preferred.
• At least 4 years of experience as an Investment Advisor Representative (IAR).
• Demonstrated success managing and growing client relationships.
• Strong knowledge of financial planning concepts and client service best practices.
• Experience with MoneyGuidePro, Salesforce, or similar platforms.
• Highly organized with the ability to prioritize and manage multiple tasks.
• Passion for client service and a collaborative, growth-minded attitude.

Compensation & Benefits:

• Competitive compensation with bonus potential
• Significant upside and clear advancement path
• Comprehensive benefits package
• Inclusive, team-oriented culture
• Opportunity to make a real impact on clients’ lives—and your own career

Reference Number: MHH7687
Location: Akron, Ohio