Judson Group · 4 days ago
Wealth Advisor - CFP
Orlando, FL
Full-time
Hybrid
Senior Level
5+ years expJudson Group is proud to partner with a fast-growing, nationally recognized RIA with over $19B in AUM in the search for a Wealth Advisor – CFP®. This role involves designing and executing holistic wealth strategies for high-net-worth individuals and families, collaborating with Managing Advisors and client service professionals to deliver exceptional client experiences.
EmploymentProfessional ServicesRecruitingStaffing Agency
Responsibilities
Build and manage deep, trusted relationships with clients by leading and supporting ongoing wealth planning conversations
Work closely with Managing Advisors to implement customized financial, estate, tax, and retirement plans
Lead client and prospect meetings, guiding discussions with clarity, professionalism, and empathy
Analyze financial data, identify gaps, and develop sophisticated strategies that reflect client goals and life stages
Handle client action items from start to finish—ensuring follow-through and a seamless advisory experience
Manage account administration, cash flow requests, and all financial planning inquiries
Coordinate investment implementation and trading needs with the Asset Management Department
Collaborate with the client service team to ensure a white-glove client experience at every touchpoint
Qualification
Required
CFP® certification required
Bachelor's degree required
Minimum 5 years of experience in a client-facing, advisor role
Expertise in comprehensive financial planning, portfolio strategy, and client relationship management
High emotional intelligence, strong communication skills, and an unwavering commitment to client service
Detail-oriented, organized, and capable of managing multiple complex priorities with precision
Familiarity with CRM systems, financial planning tools, and portfolio management software
Benefits
Full benefits package including health, retirement, and professional development support.
Company
Judson Group
Judson Group has provided retained, priority, and contingency search services to a number of leading large, mid-sized, and small organizations nationally.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase