Reference Number: MHH7800
Location: West Conshohocken, Pennsylvania

Judson Group is proud to partner with a highly respected, $6B+ AUM RIA in the search for an experienced, client-focused Financial Advisor to join a collaborative, growth-minded team. You’ll have the opportunity to deliver comprehensive, personalized financial advice to a diverse group of clients—each with unique goals, life stages, and planning needs. From sophisticated investment strategies to multigenerational estate planning, this role offers the chance to make a measurable impact on clients’ lives.

Why You’ll Love This Role:

• You’ll help individuals and families achieve clarity, confidence, and long-term financial security—all in a true fiduciary environment.
• Work with clients across the full spectrum of wealth and estate planning, not just portfolio management.
• Join a firm with a strong reputation, top-tier resources, and a culture that encourages professional development and thought leadership.
• You’ll partner with talented specialists across investments, operations, and client service, supported by a team-oriented environment that values your perspective.
• This firm places immense value on trust, integrity, and exceptional service—hallmarks of both the culture and client experience.

What You’ll Be Doing:

• Serve as the primary point of contact for assigned client relationships, overseeing investments, planning, and administrative needs to deliver a seamless wealth management experience.
• Develop and implement customized financial plans that reflect each client’s goals, time horizon, and risk tolerance—ranging from focused investment guidance to comprehensive financial and estate planning.
• Design and communicate tailored wealth strategies addressing retirement, education, tax efficiency, and legacy goals, ensuring alignment with clients’ long-term vision.
• Manage and monitor client investment portfolios, conducting regular reviews, rebalancing, and ensuring appropriate diversification.
• Collaborate with internal teams across Investments, Operations, and Client Services to ensure precise execution, accurate reporting, and an exceptional client experience.
• Coordinate with clients’ external advisors, including attorneys and accountants, to ensure alignment across all areas of clients’ financial and estate plans.
• Clearly articulate investment philosophy and market perspectives through ongoing communication, meetings, and client updates.

What We’re Looking For:

• 7–10 years of experience in a client-facing role within wealth or investment management, serving high-net-worth individuals and families.
• Strong professional credentials: CFP® or CFA strongly preferred; additional designations (CPA, JD, ChFC) highly valued.
• Series 65 license (or equivalent).
• Comprehensive understanding of financial planning principles, including retirement, tax optimization, estate strategies, and investment management.
• Exceptionally detail-oriented and highly organized, with the ability to manage multiple client relationships and priorities.
• Curious, analytical thinker with the ability to solve complex problems creatively and strategically.
• Outstanding interpersonal and communication skills, capable of building deep, trusted relationships with sophisticated clients.
• A proactive, collaborative teammate with the ability to work effectively across remote and in-office partners.
• Unwavering commitment to fiduciary responsibility and a client-first mindset.

Compensation & Benefits:

• Competitive base salary.
• Comprehensive benefits package.

Reference Number: MHH7800
Location: West Conshohocken, Pennsylvania