Reference Number: MHH7726
Location: The Woodlands, Texas

Judson Group has partnered with a fast-growing, client-first wealth management firm on a mission to empower individuals and families to make confident, informed financial decisions. By deeply understanding each client’s goals, values, and vision, this firm delivers an exceptional planning experience — and it brings that same care and commitment to its team.

We’re seeking a Financial Planner/Relationship Manager who’s driven by purpose, thrives in a collaborative environment, and wants to grow within a firm that’s big on heart and high on impact.

Why You’ll Love This Role:

• Help high-net-worth clients achieve financial clarity and peace of mind.
• Your ideas, initiative, and ambition won’t go unnoticed — they’ll be celebrated.
• Access mentorship, continuous learning, and a clear path to advance.
• Join a tight-knit team where curiosity, generosity, and excellence are the norm — not the exception.
• Serve clients alongside professionals who lead with honesty, empathy, and accountability.

What You’ll Be Doing:

• Working closely with advisors and directly with clients to design and execute wealth strategies that align with each client’s unique story.
• Partnering with Wealth Managers to create, present, and maintain customized financial plans.
• Acting as a go-to relationship contact for clients, delivering proactive, thoughtful service.
• Analyzing complex financial data and modeling planning scenarios.
• Participating in client meetings and collaborating with attorneys, CPAs, and other professionals.
• Overseeing client onboarding, account administration, and ongoing service needs.
• Preparing trade recommendations and contributing to investment discussions.

What We’re Looking For:

• Bachelor’s degree in Finance, Business, Financial Planning, Economics, or related field.
• 1+ year of experience in a financial services role.
• CFP® designation (or actively pursuing).
• Series 65 license (or ability to obtain within 90 days of hire).
• Experience with Tamarac (Advisor View + CRM).
• Experience serving high-net-worth individuals or working at a boutique advisory firm.
• Comfort with investment concepts and portfolio implementation.
• Strong communication skills — both written and verbal.
• High attention to detail with excellent time management and organization.
• A growth mindset and a proactive, client-first attitude.

Compensation & Benefits:

• Competitive salary + performance bonus.
• Defined career development path.
• Full benefits package including health, retirement, and PTO.
• Professional Development: Ongoing mentorship, continuing education support, and advancement opportunities.

Reference Number: MHH7726
Location: The Woodlands, Texas