What are the responsibilities and job description for the Senior Financial Advisor - CFP position at Judson Group?
Judson Group is proud to partner with a highly respected, fee-only financial planning and investment firm in The Woodlands, TX in the search for a Senior Financial Advisor – CFP. This is an exciting opportunity for an experienced financial planning professional to play a key role within a collaborative and client-focused advisory team serving high-net-worth individuals and families.
The Senior Financial Advisor will lead sophisticated planning engagements, oversee the development of comprehensive wealth planning strategies, and collaborate closely with various team members to deliver an exceptional client experience. The ideal candidate is a seasoned planner who thrives in a team-oriented environment, enjoys mentoring others, and is passionate about making a meaningful impact in clients’ lives.
Why You’ll Love This Role:
- Join a highly respected fee-only wealth management firm with a strong reputation for client service and integrity.
- Work in a collaborative, supportive environment where teamwork and professional growth are genuinely encouraged.
- Make a meaningful impact by helping high-net-worth clients navigate complex financial planning decisions.
- Lead engaging client conversations and contribute directly to the overall client experience.
- Mentor and collaborate with fellow planners in a culture that values shared success and continuous learning.
- Enjoy the opportunity to grow personally and professionally within a stable, relationship-driven organization.
What You’ll Be Doing:
- Partner with clients to understand goals, priorities, and long-term objectives.
- Analyze complex financial information and identify planning opportunities for high-net-worth clients.
- Develop and deliver comprehensive wealth planning recommendations and customized financial strategies.
- Prepare high-quality planning deliverables and client presentations in a timely and accurate manner.
- Lead complex client meetings and communicate sophisticated planning concepts clearly and confidently.
- Guide clients through implementation of financial planning recommendations and transactions.
- Collaborate with attorneys, CPAs, and other professional service providers to support client needs.
- Mentor and support junior planners while contributing to the overall growth of the planning team.
- Participate in onboarding new clients and ensuring a seamless client experience.
- Stay current on industry trends, regulations, financial products, and best practices.
- Maintain adherence to compliance, risk management, and firm oversight standards.
What We’re Looking For:
- CFP® designation required.
- Bachelor’s degree required.
- 10 years of experience in wealth management and comprehensive financial planning.
- Strong experience working with high-net-worth clients and complex planning scenarios.
- Deep understanding of financial planning concepts, investment strategies, and wealth management best practices.
- Proven ability to lead client relationships and facilitate complex planning discussions.
- Strong analytical, organizational, and problem-solving skills.
- Detail-oriented with the ability to manage multiple priorities in a fast-paced environment.
- Collaborative team player with strong interpersonal and communication skills.
- Self-motivated, proactive, and eager to continue learning and growing professionally.
Compensation & Benefits:
- Highly competitive base salary bonus opportunities
- Full suite of benefits
Location: The Woodlands, Texas