Reference Number: MHH7733
Location: Fort Worth, Texas

Judson Group is partnering with a forward-thinking, client-focused wealth management firm to find a seasoned and strategic Wealth Advisor – CFP. This is an exciting opportunity to take on a high-impact leadership role where you’ll deepen relationships with high-net-worth clients, deliver sophisticated financial solutions, and mentor the next generation of advisors—all while playing a key role in growing firm assets and enhancing client outcomes.

You won’t just manage wealth—you’ll guide lives, influence outcomes, and build deep trust with clients who rely on your expertise to secure their futures.

Why You’ll Love This Role:

• You’ll have the time and resources to truly get to know your clients and tailor strategies that meet their unique goals.
• Step into a senior role where you’ll mentor junior advisors, lead key client relationships, and help shape the firm’s future.
• Go beyond investment advice by offering estate, tax, and retirement planning in a highly consultative environment.
• Work across departments with planning, investment, and service teams to ensure your clients receive seamless, top-tier support.
• Leverage industry-leading technology like Salesforce and eMoney to provide a proactive, streamlined client experience.
• Be part of a company that values integrity, transparency, and the real impact of financial planning.

What You’ll Be Doing:

• Serve as the primary relationship manager for high-net-worth clients, building trust and delivering exceptional service that drives long-term retention.
• Lead client meetings and develop personalized financial plans that align with clients’ goals, values, and long-term vision.
• Offer strategic guidance in estate planning, income tax strategies, retirement planning, investment policy, and portfolio construction.
• Coordinate closely with clients’ external professionals (CPAs, attorneys, etc.) to ensure holistic planning and execution.
• Proactively communicate and follow up with clients to ensure their financial plans are executed and adapted over time.
• Serve as a brand ambassador—representing the firm’s values, high standards, and client-first approach at all times.
• Manage data, workflows, and compliance processes in Salesforce to ensure operational excellence.
• Mentor team members and contribute to firmwide knowledge-sharing and collaboration.

What We’re Looking For:

• Bachelor’s degree required.
• Series 65 required.
• CFP®, CFA, CPA, JD, CHFC, or other advanced designations.
• 5+ years of financial advisory experience, ideally in a fee-based, planning-focused firm.
• Deep knowledge of wealth planning strategies, tax and estate coordination, and investment management.
• Strong leadership, problem-solving, and decision-making abilities.
• Exceptional interpersonal and communication skills—able to build trust and simplify complex financial ideas for clients.
• Proficiency in eMoney, Salesforce, and Microsoft Office Suite strongly preferred.
• Highly organized and self-driven, with the ability to manage multiple priorities in a fast-paced environment.

Compensation & Benefits:

• Competitive base salary and bonus
• Comprehensive benefits package
• Long-term career growth within a firm that truly values its people and clients

Reference Number: MHH7733
Location: Fort Worth, Texas