Reference Number: MHH7730
Location: Morristown, New Jersey

Judson Group is proud to partner with a premier wealth and financial services firm in the search for a Lead Wealth Advisor. Renowned for its sophisticated approach to serving ultra-high-net-worth (UHNW) individuals and families, this firm delivers best-in-class financial planning and investment management—enhanced by elite offerings in Private Placements, advanced Insurance Solutions, Business Planning, and world-class Wealth Management strategies.

This is a rare opportunity for a seasoned advisor to take their career to the next level with a forward-thinking firm known for its personalized, high-touch client service and deeply collaborative culture.

Why You’ll Love This Role:

• Work with an elite UHNW client base seeking sophisticated, personalized financial strategies.
• Access a full suite of advanced planning tools—Private Placements, business planning, insurance optimization, and more.
• Join a dynamic, growth-focused firm that values initiative, creativity, and new ideas.
• Be part of a collaborative, expert team that supports your success and encourages continuous learning.
• Help clients achieve their most important life goals and leave lasting legacies.
• Play a central role in shaping client relationships, team dynamics, and strategic direction.

What You’ll Be Doing:

• Serve as a trusted financial partner, guiding clients through complex financial decisions with clarity and confidence.
• Provide timely, relevant advice by staying current on economic trends, regulatory updates, and investment strategies.
• Collaborate with internal specialists to deliver comprehensive, customized wealth plans that reflect each client’s unique needs and goals.
• Proactively deepen relationships with existing clients while identifying and securing new opportunities.
• Prepare and deliver persuasive presentations and proposals that highlight the firm’s differentiated value.
• Handle sensitive client situations with empathy and professionalism, ensuring long-term satisfaction and loyalty.

What We’re Looking For:

• Bachelor’s degree (MBA, CFA, or CFP highly preferred).
• At least 5 years of investment advisory or wealth management experience working with high-net-worth or UHNW clients.
• Deep knowledge of investment markets, financial planning, and complex wealth strategies.
• Strong communication, presentation, and client-facing skills.
• A proven ability to interpret client needs and deliver tailored, effective solutions.
• Collaborative mindset with a high level of personal initiative and integrity.

Compensation & Benefits:

• Competitive base salary + bonus.
• Comprehensive benefits package.

Reference Number: MHH7730
Location: Morristown, New Jersey