The Judson Group
Senior Wealth Advisor | Minneapolis, Minnesota
Reference Number: HRJ7766 Location: Minneapolis, Minnesota Judson Group is proud to partner with a fast-growing, highly respected RIA in their search for a
Senior Wealth Advisor
to join their expanding team. This is a standout opportunity for an experienced advisor to seamlessly step into a lead role, taking over existing $10MM+ client relationships while collaborating closely with a team of top-tier professionals. Why You’ll Love This Role: Take the reins of existing high-net-worth client relationships. Work with a highly engaged team that values partnership, innovation, and putting clients first. Be part of a rapidly expanding firm where your contributions are recognized and rewarded. Help clients navigate complex financial decisions and build legacies. What You’ll Be Doing: Lead and deepen relationships with existing clients and prospects. Deliver tailored financial plans and investment strategies. Conduct and lead client meetings, ensuring follow-up and execution of all action items. Collaborate with internal teams to deliver a best-in-class client experience. Mentor and guide Associate Advisors and Client Service Associates. Contribute to business development and marketing efforts. What We’re Looking For: Bachelor’s degree required; advanced degree a plus. 8+ years of experience in wealth management, investment consulting, or a family office/RIA environment. At least 2 years of experience leading client relationships. Proven track record in client service, financial planning, and investment strategy. Tech-savvy, with experience using CRM systems, financial planning, and portfolio management software. Strong organizational skills and the ability to manage multiple priorities in a fast-paced environment. Competitive base salary and bonus Reference Number: HRJ7766 Location: Minneapolis, Minnesota
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Reference Number: HRJ7766 Location: Minneapolis, Minnesota Judson Group is proud to partner with a fast-growing, highly respected RIA in their search for a
Senior Wealth Advisor
to join their expanding team. This is a standout opportunity for an experienced advisor to seamlessly step into a lead role, taking over existing $10MM+ client relationships while collaborating closely with a team of top-tier professionals. Why You’ll Love This Role: Take the reins of existing high-net-worth client relationships. Work with a highly engaged team that values partnership, innovation, and putting clients first. Be part of a rapidly expanding firm where your contributions are recognized and rewarded. Help clients navigate complex financial decisions and build legacies. What You’ll Be Doing: Lead and deepen relationships with existing clients and prospects. Deliver tailored financial plans and investment strategies. Conduct and lead client meetings, ensuring follow-up and execution of all action items. Collaborate with internal teams to deliver a best-in-class client experience. Mentor and guide Associate Advisors and Client Service Associates. Contribute to business development and marketing efforts. What We’re Looking For: Bachelor’s degree required; advanced degree a plus. 8+ years of experience in wealth management, investment consulting, or a family office/RIA environment. At least 2 years of experience leading client relationships. Proven track record in client service, financial planning, and investment strategy. Tech-savvy, with experience using CRM systems, financial planning, and portfolio management software. Strong organizational skills and the ability to manage multiple priorities in a fast-paced environment. Competitive base salary and bonus Reference Number: HRJ7766 Location: Minneapolis, Minnesota
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