Reference Number: MHH7715
Location: College Station, Texas

Judson Group is partnering with a highly successful and client-centric financial firm in the search for a Financial Planner (CFP®) to join their growing team in College Station. In this role, you’ll be a core member of the financial planning department, delivering in-depth planning strategies and helping high-net-worth clients navigate major life decisions with confidence.

This is an exceptional opportunity for a detail-oriented and analytical planner who wants to focus on creating meaningful financial plans—without the pressure of sales—while collaborating closely with advisors and a top-tier client base.

Why You’ll Love This Role:

• Impact lives through thoughtful, holistic financial planning—without product quotas or sales targets.
• Work side-by-side with advisors and experts who value teamwork, mentorship, and continuous improvement.
• Guide individuals and families through major life decisions and transitions with clarity and care.
• Gain hands-on experience with complex planning scenarios and develop deeper expertise working with HNW clients.
• Join a firm that values your well-being and respects your time, both in and outside the office.

What You’ll Be Doing:

• Partner with advisors and fellow planning professionals to understand each client’s unique goals, priorities, and financial landscape.
• Analyze client data and develop custom financial plans with actionable, forward-thinking recommendations.
• Craft and present comprehensive wealth planning deliverables that reflect each client’s life stage and aspirations.
• Support plan implementation, assist with transactions, and help clients stay on track toward their goals.
• Lead ongoing client review meetings to ensure plans remain aligned with evolving needs.
• Prepare clear and timely reports, summaries, and documentation to support planning strategies.
• Ensure full compliance with internal risk standards and regulatory requirements.

What We’re Looking For:

• Bachelor’s degree required.
• Certified Financial Planner™ (CFP®) designation is a must.
• 2+ years of experience in financial planning or wealth management.
• Deep understanding of core financial planning concepts (retirement, tax, estate, insurance, etc.).
• Highly organized with strong attention to detail and the ability to manage multiple tasks simultaneously.
• Thrive in a fast-paced environment with a proactive and client-service-oriented mindset.

Compensation & Benefits:

• Competitive base salary.
• Comprehensive benefits package.

Reference Number: MHH7715
Location: College Station, Texas