Reference Number: MHH7900
Location: McLean, Virginia

Judson Group is proud to partner with a highly respected independent wealth management firm that believes exceptional client relationships begin with trust, integrity, and personalized guidance. As the firm continues to grow, they are looking for an experienced Senior Wealth Advisor who is passionate about delivering meaningful advice, building lasting relationships, and making a measurable impact in clients’ lives.

Rather than reacting to market noise or chasing short-term performance, this firm is dedicated to helping clients make thoughtful financial decisions through disciplined investment strategies and comprehensive financial planning. Their collaborative, client-first approach empowers entrepreneurs, executives, newly independent women, and high-net-worth families to confidently navigate every stage of their financial journey.

Why You’ll Love This Role:

• Join a firm built on trust and integrity where independent advice, ethical decision-making, and long-term client success are at the heart of everything they do.
• Make a meaningful impact by helping entrepreneurs, executives, newly independent women, and high-net-worth families build, preserve, and confidently manage their wealth.
• Deliver truly comprehensive advice by partnering with experienced tax, investment, and financial planning professionals to create customized strategies for every stage of a client’s financial journey.
• Be part of a collaborative, growth-oriented culture that values your expertise, encourages professional development, and gives you the opportunity to contribute to the firm’s continued success.
• Focus on relationships—not transactions by providing proactive, holistic financial guidance that helps clients achieve lasting financial confidence rather than chasing short-term market trends.

What You’ll Be Doing:

• Serve as the trusted advisor and primary relationship manager for a dedicated group of clients.
• Develop personalized financial strategies that align with each client’s unique goals, values, and long-term vision.
• Lead client meetings, present financial recommendations, and provide proactive guidance as circumstances evolve.
• Create integrated wealth management solutions spanning retirement, investment, tax, estate, insurance, education, and risk management planning.
• Partner closely with the firm’s investment, tax, and financial planning professionals to deliver a seamless client experience.
• Oversee new client onboarding while ensuring smooth transitions and exceptional service throughout the relationship.
• Provide strategic guidance on portfolio implementation and ongoing investment management.
• Review financial analyses and planning recommendations prepared by team members to ensure accuracy and quality.
• Contribute to business growth by cultivating referral relationships and identifying opportunities to expand the client base.
• Participate as a member of the firm’s Investment Committee, helping shape portfolio strategy and investment decisions.
• Utilize industry-leading technology and planning platforms to deliver an efficient, high-touch client experience.

What We’re Looking For:

• 5+ years of experience providing wealth management, financial planning, or investment advisory services.
• CFP® certification in good standing is required.
• Additional professional credentials such as CPA, CFA®, EA, or other advanced financial designations.
• Demonstrated success leading client relationships and delivering sophisticated financial advice.
• Strong understanding of retirement planning, investment management, tax strategies, estate planning, and risk management.
• Relationship-focused professional with exceptional interpersonal skills and a commitment to delivering an outstanding client experience.
• Proven ability to maintain discretion, professionalism, and the highest standards of client confidentiality.
• Familiarity with platforms such as Tamarac, eMoney, Nitrogen, Morningstar Advisor Workstation, and similar wealth management technologies.
• Experience advising business owners, corporate executives, and affluent families.
• History of building lasting client relationships, generating referrals, and contributing to business development initiatives.
• Outstanding communication and presentation skills with the ability to simplify complex financial concepts.

Compensation & Benefits:

• Competitive compensation package.
• Comprehensive benefits package.

Reference Number: MHH7900
Location: McLean, Virginia