Reference Number: MHH7741
Location: New Haven, Connecticut

Judson Group has been retained by a growing and well-respected financial firm in New Haven, CT, in the search for a Senior Financial Planner – CFP. This is a unique opportunity to join a high-caliber team that prioritizes deep client relationships and meaningful financial outcomes. As a key member of the firm’s planning team, you’ll lead the development and execution of comprehensive wealth plans for high-net-worth individuals and families.

This role is perfect for a driven financial planner who thrives in a collaborative, client-focused environment and is looking to make a direct and lasting impact.

Why You’ll Love This Role:

• You’ll help clients navigate some of life’s biggest decisions and empower them to achieve their goals with confidence.
• Work with a smart, experienced, and supportive team that values your insight and contributions.
• Step into a visible role with opportunities to lead client relationships and mentor junior team members.
• Expand your planning expertise and evolve your career in a firm that is invested in your professional development.

What You’ll Be Doing:

• Collaborate with planning team members to gather, analyze, and understand client goals.
• Create and deliver tailored, high-impact financial planning strategies and recommendations.
• Lead client review meetings and guide clients through plan implementation.
• Oversee the preparation of wealth planning deliverables, ensuring accuracy and clarity.
• Mentor and assign work to Financial Planning Analysts and Associate Planners.
• Contribute to a culture of compliance and maintain risk-aware practices.
• Partner with Lead Advisors and firm leadership on client and business development efforts.

What We’re Looking For:

• BA/BS Degree required.
• CFP® certification required.
• 3–7 years of experience in financial planning or wealth management.
• Strong knowledge of financial planning strategies, tools, and regulations.
• Detail-oriented mindset with the ability to manage multiple priorities.
• Comfortable working in a dynamic, client-centric environment.
• Excellent communication and leadership skills.

Compensation & Benefits:

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

Reference Number: MHH7741
Location: New Haven, Connecticut