Wealth Service Advisor

Judson Group is proud to be partnered with a dynamic, fast-growing RIA in the search for a Wealth Service Advisor. The firm’s mission comes to life through proactive planning, deep client relationships, and an unwavering commitment to trust and integrity. This is a close-knit, highly collaborative team where service is the north star—from the front desk to the firm’s owner.

This is a high-impact role for an experienced financial professional who excels at building lasting relationships, delivering exceptional client service, and supporting wealth planning. As a key team member, you’ll manage and deepen relationships with existing clients, helping them achieve their financial goals with precision, care, and a commitment to excellence.

We’re seeking a high-integrity, detail-oriented Wealth Service Advisor who partners closely with Lead Advisors to deliver comprehensive planning and serve as a trusted client contact. You’ll help maintain strong, long-term relationships and ensure a seamless experience across the planning lifecycle—from data gathering to ongoing service.

Why You’ll Love This Role:

• You’ll become a trusted day-to-day resource for clients while developing deep expertise in financial planning.
• You’ll build meaningful, long-term relationships and become a trusted day-to-day resource for clients.
• You’ll work alongside experienced advisors and accelerate your growth through real client situations.
• You’ll see the direct impact of your work in helping clients make confident financial decisions.

What You’ll Be Doing:

• Serve as a primary service contact for an assigned group of client relationships, with a strong focus on responsiveness, accuracy, and retention.
• Support the delivery of objective, fiduciary advice by assisting with financial planning, investment analysis, and client service needs.
• Prepare for client meetings by reviewing financial plans, portfolio data, and prior communications.
• Participate in client meetings and calls, ensuring follow-through on action items and a high-quality client experience.
• Execute ongoing service requests including account maintenance, planning updates, and portfolio-related changes.
• Coordinate comprehensive wealth management services, including financial planning, tax strategies, estate considerations, and investment implementation.
• Collaborate with internal team members and external professionals (CPAs, attorneys, insurance specialists) to support client needs.
• Maintain accurate and timely documentation within the CRM system.
• Adhere to firm processes for communication, service cadence, and relationship management.
• Assist in data gathering, scenario modeling, and financial plan development.
• Utilize planning technology to support analysis, reporting, and client deliverables.
• Guide clients through onboarding, account setup, and asset transfers in coordination with operations.
• Identify opportunities to enhance the client experience and deepen relationships through proactive service and planning support.

What We’re Looking For:

• Bachelor’s degree in finance, business, accounting, economics, or related field.
• 5 years of client-facing experience in financial planning, wealth management, or a related field.
• CFP® designation (or progress toward designation) preferred.
• Strong proficiency in Microsoft Office and financial planning/CRM tools.
• Experience with platforms such as Redtail, Holistiplan, eMoney, Schwab, Orion, Riskalyze, or similar is a plus.

Compensation & Benefits:

• Competitive base salary.
• Performance-based bonus.
• Comprehensive benefits package.

Location: San Diego, California