Senior Wealth Manager

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: Cleveland, Ohio