What are the responsibilities and job description for the Senior Wealth Manager position at Judson Group?
Judson Group is excited to partner with a nationally recognized, $29B AUM Registered Investment Advisor (RIA) in the search for a Senior Wealth Manager. This is a high-impact, client-facing role for an experienced professional who thrives on building lasting relationships, delivering exceptional financial guidance, and contributing to a collaborative, growth-oriented team.
This is your opportunity to join a respected, fast-growing firm with a strong national footprint—where your voice matters, and your future has no ceiling.
Why You’ll Love This Job:
- You’ll make a real impact on clients’ financial lives, guiding them through meaningful life decisions with clarity and confidence.
- This firm is expanding rapidly, with significant room for advancement in the short and long term.
- You’ll be surrounded by smart, driven professionals who are generous with their knowledge and focused on shared success.
- Your expertise will be valued, and your contributions will be acknowledged with competitive compensation and ongoing development.
What You’ll Be Doing:
- Be the go-to Advisor for a sophisticated client base, offering white-glove service and proactive relationship management.
- Lead comprehensive financial planning and investment strategy conversations, guiding clients through portfolio performance reviews, tax planning, cash flow projections, and more.
- Create and present customized client reports and investment plans that reflect deep research and analysis.
- Execute trades, reconcile portfolios, and monitor ongoing financial strategies to ensure alignment with client goals.
- Stay ahead of market trends and client needs, offering thoughtful, data-driven recommendations.
- Collaborate with a smart, driven team of professionals—because we grow stronger together.
What We’re Looking For:
- 8 years of client-facing experience in wealth management, preferably within an RIA or similar environment.
- Bachelor’s Degree required.
- CFP® or CFA designation highly preferred.
- Series 65 or 66 required (or willingness to obtain within a specified timeframe).
- Proficient in Microsoft Office, especially Excel.
- A polished communicator with strong relationship-building skills and a deep commitment to client service.
- Highly organized with an obsessive attention to detail and the ability to juggle multiple priorities.
- Proven experience with investment analysis, financial planning, and client portfolio management.
- A team-first mindset—you enjoy working with others and contributing to a collaborative culture.
Compensation & Benefits:
- A competitive compensation package, including base salary, performance bonus, and full benefits.
- Career development with significant upward mobility—this is a firm that invests in your growth.
- The flexibility of hybrid work, with the added benefit of strong local support and presence.
Location: Portland, Oregon