Judson Group
Overview
Judson Group has been exclusively retained by a fast-growing, nationally recognized RIA with over $19B in AUM in the search for a
Wealth Advisor – CFP . This is an outstanding opportunity to join a top-rated firm with a reputation for delivering sophisticated planning, personalized investment strategies, and a client experience that goes beyond expectations. In this client-facing role, you'll partner closely with Managing Advisors and client service professionals to design and execute holistic wealth strategies for high-net-worth individuals and families. You'll serve as a trusted resource—building relationships, delivering results, and helping clients live with greater confidence and clarity. If you're a seasoned CFP who thrives in a collaborative, fast-paced environment and wants to play a key role in a nationally prominent advisory team, this could be your next big career move.
Why You’ll Love This Role:
Join a nationally respected RIA with an impressive growth trajectory and deep planning capabilities. Collaborate with smart, supportive professionals who value excellence and partnership. Leverage cutting-edge tools and resources to deliver best-in-class client service. Clear advancement opportunities in a performance-driven and people-first culture.
What You’ll Be Doing:
Build and manage deep, trusted relationships with clients by leading and supporting ongoing wealth planning conversations. Work closely with Managing Advisors to implement customized financial, estate, tax, and retirement plans. Lead client and prospect meetings, guiding discussions with clarity, professionalism, and empathy. Analyze financial data, identify gaps, and develop sophisticated strategies that reflect client goals and life stages. Handle client action items from start to finish—ensuring follow-through and a seamless advisory experience. Manage account administration, cash flow requests, and all financial planning inquiries. Coordinate investment implementation and trading needs with the Asset Management Department. Collaborate with the client service team to ensure a white-glove client experience at every touchpoint.
What We’re Looking For:
Minimum 7 years of experience in a client-facing, lead advisor role. Expertise in comprehensive financial planning, portfolio strategy, and client relationship management. High emotional intelligence, strong communication skills, and an unwavering commitment to client service. Detail-oriented, organized, and capable of managing multiple complex priorities with precision. Familiarity with CRM systems, financial planning tools, and portfolio management software. Competitive base salary with performance-driven bonuses. Full benefits package including health, retirement, and professional development support. Opportunity to grow within a nationally recognized, forward-thinking advisory firm. A team environment that values integrity, innovation, and long-term success—for you and your clients.
Location:
Houston, Texas
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Finance
Industries
Financial Services, Banking, and Investment Management
Referrals increase your chances of interviewing at Judson Group by 2x
Get notified about new Wealth Management Advisor jobs in
Houston, TX .
#J-18808-Ljbffr
Judson Group has been exclusively retained by a fast-growing, nationally recognized RIA with over $19B in AUM in the search for a
Wealth Advisor – CFP . This is an outstanding opportunity to join a top-rated firm with a reputation for delivering sophisticated planning, personalized investment strategies, and a client experience that goes beyond expectations. In this client-facing role, you'll partner closely with Managing Advisors and client service professionals to design and execute holistic wealth strategies for high-net-worth individuals and families. You'll serve as a trusted resource—building relationships, delivering results, and helping clients live with greater confidence and clarity. If you're a seasoned CFP who thrives in a collaborative, fast-paced environment and wants to play a key role in a nationally prominent advisory team, this could be your next big career move.
Why You’ll Love This Role:
Join a nationally respected RIA with an impressive growth trajectory and deep planning capabilities. Collaborate with smart, supportive professionals who value excellence and partnership. Leverage cutting-edge tools and resources to deliver best-in-class client service. Clear advancement opportunities in a performance-driven and people-first culture.
What You’ll Be Doing:
Build and manage deep, trusted relationships with clients by leading and supporting ongoing wealth planning conversations. Work closely with Managing Advisors to implement customized financial, estate, tax, and retirement plans. Lead client and prospect meetings, guiding discussions with clarity, professionalism, and empathy. Analyze financial data, identify gaps, and develop sophisticated strategies that reflect client goals and life stages. Handle client action items from start to finish—ensuring follow-through and a seamless advisory experience. Manage account administration, cash flow requests, and all financial planning inquiries. Coordinate investment implementation and trading needs with the Asset Management Department. Collaborate with the client service team to ensure a white-glove client experience at every touchpoint.
What We’re Looking For:
Minimum 7 years of experience in a client-facing, lead advisor role. Expertise in comprehensive financial planning, portfolio strategy, and client relationship management. High emotional intelligence, strong communication skills, and an unwavering commitment to client service. Detail-oriented, organized, and capable of managing multiple complex priorities with precision. Familiarity with CRM systems, financial planning tools, and portfolio management software. Competitive base salary with performance-driven bonuses. Full benefits package including health, retirement, and professional development support. Opportunity to grow within a nationally recognized, forward-thinking advisory firm. A team environment that values integrity, innovation, and long-term success—for you and your clients.
Location:
Houston, Texas
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Finance
Industries
Financial Services, Banking, and Investment Management
Referrals increase your chances of interviewing at Judson Group by 2x
Get notified about new Wealth Management Advisor jobs in
Houston, TX .
#J-18808-Ljbffr