Reference Number: MHH7869
Location: Boston, Massachusetts

Judson Group is proud to partner with a leading wealth management firm in search of a talented Senior Associate Wealth Advisor to join their growing team. The firm is a nationally recognized organization offering integrated wealth, asset, and business management solutions. With over $180B AUM, it combines scale, innovation, and personalized service to support clients at every stage of life.

This is your opportunity to step into a planning-first, highly collaborative environment where your work has a direct and meaningful impact on clients’ financial futures. As a Senior Associate Wealth Advisor, you’ll partner closely with experienced advisors to deliver tailored, goals-based strategies—guiding clients through everything from retirement planning to legacy design with clarity and confidence.

If you thrive on building trusted relationships, solving complex financial challenges, and are motivated to grow into a lead advisor role, this is the platform to accelerate your career.

Why You’ll Love This Role

• Work directly with clients on meaningful financial decisions that shape their lives and legacies
• Gain the experience, exposure, and mentorship needed to step into a lead advisory role
• Join a team that values partnership, knowledge-sharing, and collective success
• Focus on holistic, goals-based financial planning—not just transactions
• Tackle complex financial scenarios across investments, tax, estate, and risk planning

What You’ll Be Doing:

• Play a central role in delivering comprehensive financial advice and strengthening client relationships.
• Create, refine, and present holistic financial plans using advanced planning software.
• Lead the development of tailored recommendations across retirement, tax, estate, risk, and investment strategies.
• Analyze and model complex financial scenarios to address sophisticated client needs.
• Serve as the primary advisor for a select group of clients and communicate complex concepts clearly through meetings, presentations, and ongoing interactions.
• Develop and implement investment strategies aligned with client goals and evolving risk tolerance.
• Partner with Wealth Advisors and Portfolio Management teams to design and execute portfolio strategies, including trading and tax optimization.
• Stay fluent in the firm’s investment philosophy and technology platforms.
• Build and deepen client relationships through proactive, high-touch engagement.
• Manage and advance the prospect pipeline, including onboarding new clients.
• Contribute to business development efforts both independently and collaboratively.
• Collaborate with peers to enhance team effectiveness and client outcomes.
• Identify advanced planning opportunities and contribute to internal best practices.
• Engage in team business planning and support firm-wide strategic initiatives.
• Maintain accurate and thorough client records within CRM systems.
• Ensure compliance through diligent documentation and billing reviews.

What We’re Looking For:

• Bachelor’s degree required.
• 5+ years of experience in financial services.
• CFP® designation (or equivalent: ChFC or CPA/PFS) required.
• Strong expertise in financial planning, investment strategy, tax, and estate planning.
• Proven ability to analyze complex financial situations and deliver strategic recommendations.
• Exceptional communication skills with the ability to simplify complex concepts for clients.
• Demonstrated success in managing client relationships and prospect pipelines.
• Business development mindset with a collaborative approach.
• High attention to detail and strong organizational skills.

Compensation & Benefits:

• Competitive base salary + Bonus
• Full suite of benefits

Reference Number: MHH7869
Location: Boston, Massachusetts