Financial Planner

Judson Group is proud to be retained in the search for a Financial Planner on behalf of a $3B AUM, forward-thinking and rapidly evolving investment firm. This is a high-impact opportunity for a strategic, hands-on planning professional. In this vital role, you’ll build, review, and maintain personalized financial plans that align with each client’s unique goals and values. This position is ideal for a Certified Financial Planner® who enjoys blending behind-the-scenes strategy with the occasional opportunity to interface with clients directly.

This is an opportunity to join a dynamic investment firm where financial planning is deeply integrated into the client experience. This individual should be prepared to take ownership of the planning function—enhancing and evolving financial plans while uncovering new opportunities aligned with sophisticated investment strategies.

Why You’ll Love This Role:

• Work in an environment where planning and portfolio strategy go hand-in-hand.
• Partner with high-net-worth and ultra-high-net-worth clients on complex, investment-driven planning decisions.
• Play a key role in aligning financial plans with market insights, portfolio construction, and firm-wide investment philosophy.
• Join a firm that values initiative—your ability to identify planning opportunities will directly impact client growth and retention.
• Work alongside investment professionals on sophisticated strategies, including multi-generational wealth and legacy planning.

What You’ll Be Doing:

• Lead the development, updating, and presentation of comprehensive financial plans, ensuring alignment with investment strategies and market conditions.
• Partner closely with investment teams to integrate asset allocation, portfolio construction, and risk management into client plans.
• Identify gaps and opportunities within existing plans, proactively enhancing strategies to reflect evolving client needs and market dynamics.
• Build and deepen client relationships through ongoing engagement, education, and proactive communication.
• Translate complex investment concepts into clear, actionable planning recommendations.
• Advise clients across key planning areas, including cash flow, tax strategy, estate considerations, and risk management.
• Collaborate on advanced planning scenarios, including concentrated positions, liquidity events, and multi-generational wealth strategies.
• Represent the firm at client events and industry or community initiatives.

What We’re Looking For:

• 3–5 years of financial planning experience within an investment firm, wealth management firm, or RIA.
• Experience working with high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients.
• Series 7 and 63 licenses required.
• CFP® designation required (or active pursuit with a clear completion timeline).
• Strong understanding of investment principles, portfolio construction, and asset allocation.
• Tax planning experience, particularly in HNW contexts, is highly valued.
• High attention to detail with strong organizational and analytical skills.
• A proactive, solutions-oriented mindset with a strong sense of ownership.
• Excellent communication and presentation skills, with the ability to make complex financial and investment concepts accessible.
• Advanced proficiency in Excel and Microsoft Office; experience with financial planning and portfolio management software preferred.

Compensation & Benefits:

• Competitive base salary and bonus
• Comprehensive benefits package

Location: Ann Arbor, Michigan