Reference Number: MHH7882
Location: Falls Church, Virginia

Judson Group is proud to partner with a respected and growing wealth management firm in the search for an Associate Financial Advisor – CFP. This firm is committed to delivering personalized financial guidance and comprehensive wealth management strategies that help individuals and families build confidence in their financial future.

This is an exciting opportunity for a motivated financial planning professional to deepen their expertise, work alongside experienced advisors, and make a meaningful impact in clients’ lives while building a rewarding long-term career in wealth management.

If you’re passionate about financial planning, thrive in a collaborative environment, and enjoy building meaningful client relationships, this is an outstanding opportunity to grow your career alongside an experienced advisory team.

Why You’ll Love This Role:

• Join a client-focused firm that values long-term relationships and personalized planning.
• Work directly with experienced lead advisors and planners in a collaborative team environment.
• Play a meaningful role in helping clients achieve important life and financial goals.
• Opportunity to shape your career path — whether as a technical planning expert or future lead advisor.

What You’ll Be Doing:

• Partner with lead planners and financial advisors to support the full financial planning process.
• Gather and organize client financial information to conduct detailed financial analyses.
• Prepare financial plans, reports, and presentation materials for client meetings.
• Collaborate on the development of customized financial strategies tailored to each client’s goals and circumstances.
• Assist with investment strategy implementation and ongoing portfolio monitoring.
• Deliver exceptional client service by responding to inquiries with professionalism and urgency.
• Maintain accurate client records and ensure adherence to compliance and regulatory standards.
• Stay informed on industry trends, market developments, and evolving financial planning technologies.

What We’re Looking For:

• Bachelor’s degree in Financial Planning, Finance, Economics, or a related field.
• 2–3 years of experience in financial planning, wealth management, or a related advisory environment.
• CFP® designation obtained or actively in progress.
• Strong analytical, organizational, and problem-solving skills with exceptional attention to detail.
• Proficiency with financial planning software and Microsoft Office Suite.
• Excellent communication and interpersonal skills with a client-first mindset.
• High level of integrity, professionalism, and commitment to confidentiality.
• A collaborative team player who is motivated to learn and grow.
• Interest in becoming a lead advisor is welcomed, but not required.
• 2 days a week in office; Wednesday is mandatory.

Compensation & Benefits:

• Competitive base salary + Bonus
• Full suite of benefits

Reference Number: MHH7882
Location: Falls Church, Virginia