Reference Number: MHH7905
Location: Reston, Virginia

Judson Group is proud to partner with an award-winning, rapidly growing Private Wealth Management firm with multiple offices and a reputation for delivering exceptional service to high-net-worth clients in the search for a Senior Financial Advisor. The firm has been recognized by leading industry publications for its commitment to excellence, client service, and professional expertise, reflecting its dedication to helping clients achieve their financial goals.

As a Financial Advisor based in Reston, VA, you’ll play a key role in deepening client relationships, delivering sophisticated financial planning and wealth management strategies, and helping clients achieve their long-term financial goals. This is an exceptional opportunity for an experienced advisor who thrives in a collaborative, entrepreneurial environment where your expertise is valued, your ideas are welcomed, and your impact extends beyond client relationships to helping shape the future of a growing firm.

Why You’ll Love This Role:

• Building long-term, meaningful relationships with sophisticated, high-net-worth clients.
• Working alongside a highly collaborative team that values expertise, integrity, and exceptional client service.
• Making a measurable impact by helping clients achieve their financial goals through comprehensive planning and wealth management.
• Contributing beyond client work by participating in investment and financial planning initiatives that help shape the firm’s future.

What You’ll Be Doing:

• Developing and maintaining strong relationships with high-net-worth and multinational clients through proactive communication and exceptional service.
• Leading the financial planning process using planning software to create customized strategies that help clients achieve their financial objectives.
• Preparing for and participating in client meetings, including portfolio reviews, financial analyses, and implementation of planning recommendations.
• Managing ongoing client service needs, including account maintenance, reporting, portfolio changes, and follow-up communications.
• Coordinating comprehensive wealth management strategies, including investment management, estate planning, tax-efficient planning, and risk management.
• Collaborating with internal team members to deliver a seamless client experience.
• Participating in Investment Committee and Financial Planning Committee meetings and contributing to special projects as needed.
• Helping ensure operational excellence while maintaining the firm’s high standards of fiduciary care and client experience.

What We’re Looking For:

• 12–15+ years of experience advising high-net-worth clients with a strong emphasis on comprehensive financial planning.
• Extensive experience using financial planning software (MoneyGuidePro preferred) as a core part of the client planning process.
• FINRA Series 7 and 66 licenses, along with a Virginia Life & Health Insurance license.
• Bachelor’s degree from an accredited college or university required.
• CFP® designation preferred; candidates must be willing to obtain the CFP® certification if not already credentialed.
• Proficiency with Microsoft Office (Word, Excel, PowerPoint, Outlook), CRM systems, portfolio management platforms, and financial planning software.
• Outstanding written, verbal, and interpersonal communication skills with the ability to build trust and credibility.
• Strong organizational skills with the ability to manage multiple priorities in a fast-paced environment.
• A collaborative, team-oriented approach combined with the initiative to thrive in a growing, entrepreneurial firm where flexibility and adaptability are essential.
• High ethical standards, personal integrity, attention to detail, and a deep commitment to fiduciary responsibility.

Compensation & Benefits:

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

Reference Number: MHH7905
Location: Reston, Virginia