Reference Number: MHH7897
Location: New Hope, Pennsylvania

Judson Group is proud to be retained by a well-established independent wealth management firm to identify an exceptional Financial Planning Associate. This is an outstanding opportunity to join a collaborative, client-focused team dedicated to serving high-net-worth individuals and families with sophisticated financial planning and investment strategies.

We’re looking for a planning professional who enjoys diving into the details—someone who can build comprehensive financial plans, construct and manage multi-account portfolios across varying tax structures, and confidently communicate complex strategies in a way that clients find clear, engaging, and actionable.

Why You’ll Love This Role:

• Join a respected independent advisory firm with a strong reputation for delivering personalized wealth management solutions.
• Work alongside experienced advisors serving high-net-worth individuals and multi-generational families.
• Play a meaningful role throughout the entire client planning process—from strategy development through implementation and ongoing relationship management.
• Gain exposure to sophisticated financial planning, investment management, tax-aware portfolio construction, and estate planning coordination.
• Contribute to firm-wide initiatives that enhance client experience, operational efficiency, and technology adoption.

What You’ll Be Doing:

• Build, update, and maintain comprehensive financial plans for new and existing clients.
• Partner with advisors to develop thoughtful financial planning strategies tailored to each client’s unique goals.
• Assist with implementing financial planning recommendations and ensure action items are completed accurately and on time.
• Prepare reports, analyses, and presentation materials for client meetings and ongoing service requests.
• Attend client meetings and clearly communicate financial planning recommendations, investment strategies, and planning opportunities.
• Develop trusted relationships with clients through proactive communication and exceptional service.
• Coordinate with clients’ outside professionals—including attorneys, accountants, and insurance specialists—to ensure integrated financial advice.
• Facilitate account openings, transfers, deposits, withdrawals, trading activity, and other account maintenance when needed.
• Monitor client progress, document recommendations, and maintain accurate records throughout the planning process.
• Participate in firm initiatives focused on improving technology, client deliverables, and operational efficiency.
• Stay current on financial planning trends, industry best practices, and regulatory developments while actively contributing ideas to the team.

What We’re Looking For:

• 2–4 years of experience in financial planning or wealth management, preferably working with high-net-worth clients.
• Bachelor’s degree required.
• CFP® certification or active progress toward obtaining the CFP® designation.
• Experience with MoneyGuidePro, Redtail, AssetBook, Fidelity, TD Ameritrade, and Charles Schwab is a plus.
• Experience supporting complex client relationships and delivering an exceptional client experience.
• Strong analytical skills with the ability to translate complex financial concepts into clear, client-friendly recommendations.
• Exceptional attention to detail, organization, professionalism, and follow-through.
• Excellent verbal, written, presentation, and interpersonal communication skills.
• Advanced proficiency in Microsoft Excel and the Microsoft Office Suite.

Compensation & Benefits:

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

Reference Number: MHH7897
Location: New Hope, Pennsylvania