Reference Number: MHH7919
Location: Potomac, Maryland

Judson Group is proud to partner with a highly respected financial services organization known for delivering sophisticated wealth management, retirement, and business advisory solutions. The firm works closely with individuals, families, business owners, and institutions to help them navigate complex financial decisions and build strategies designed for long-term success.

We are seeking an AVP, Lead Wealth Advisor to join the team in Potomac, Maryland. This is an opportunity for an experienced wealth management professional to take a leading role in client relationships, investment strategy, and comprehensive financial planning while partnering with a collaborative team of advisors and outside professionals.

Why You’ll Love This Role:

• Play a meaningful role in the financial lives of high-net-worth clients and their families.
• Lead sophisticated wealth planning and investment conversations while building trusted, long-term relationships.
• Work alongside experienced professionals and collaborate with attorneys, accountants, and other trusted advisors.
• Enjoy a role that combines strategic thinking, client interaction, investment management, and financial planning.
• Have opportunities to expand your expertise, pursue professional development, and contribute to the growth of the practice.

What You’ll Be Doing:

• Lead and support client relationships, partnering with advisors to deliver thoughtful, highly personalized wealth strategies.
• Evaluate client goals, risk profiles, financial circumstances, and investment experience to develop appropriate portfolio strategies.
• Implement and oversee a broad range of investment and planning initiatives, including portfolio rebalancing, tax-loss harvesting, RMDs, charitable giving, lending, and education funding.
• Monitor portfolios and investment performance, identifying opportunities to enhance or adjust strategies as client needs evolve.
• Develop comprehensive financial plans and present recommendations and solutions directly to clients.
• Prepare for and participate in client meetings, ensuring seamless execution of follow-up items and ongoing service needs.
• Serve as a trusted resource for client questions involving investments, planning, transactions, and broader financial matters.
• Develop proposals and presentations for prospective clients and support business development efforts.
• Coordinate with clients’ attorneys, CPAs, and other professional advisors to deliver integrated wealth solutions.
• Stay current on evolving wealth planning strategies, including estate and gift planning, taxation, insurance, credit, education, and philanthropy.
• Contribute to a culture of continuous learning through professional development, training, networking, and industry engagement.

What We’re Looking For:

• 5+ years of experience in wealth management or a closely related field.
• CFP® or another recognized wealth management/financial planning designation required.
• Bachelor’s degree or higher in finance, financial planning, business, accounting, law, or a related discipline preferred.
• Strong understanding of investment management and comprehensive financial planning.
• Excellent verbal and written communication skills, with the ability to build trust and communicate complex concepts clearly.
• Highly organized and detail-oriented, with the ability to manage competing priorities and follow through on commitments.
• Strong analytical, problem-solving, and decision-making abilities.
• A collaborative, adaptable mindset with the confidence to bring forward ideas and influence outcomes.
• Proficiency with Microsoft Office; experience with CRM, portfolio management, and financial planning platforms.
• Demonstrated professionalism, integrity, initiative, and sound judgment.
• Ability to work effectively across teams and build consensus with clients and professional partners.
• Previous experience leading or supervising a team is a plus.

Compensation & Benefits:

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

Reference Number: MHH7919
Location: Potomac, Maryland