The Judson Group
Financial Planner – CFP | Manhattan Beach, California
Reference Number: HRJ7776 Location: Manhattan Beach, California Judson Group is proud to partner with a distinguished, boutique wealth management firm overseeing approximately $700MM in AUM. Known for delivering a personalized, high-touch experience, the firm serves high-net-worth individuals and families through comprehensive, holistic financial planning. We are seeking a thoughtful, detail-oriented, and client-first
Financial Planner – CFP
to join this dynamic team. In this critical support role, you’ll work closely with Private Wealth Advisors to build and maintain personalized financial plans that align with each client’s unique goals and values. This position is ideal for a Certified Financial Planner® who enjoys blending behind-the-scenes strategy with the occasional opportunity to interface with clients directly. This role does offer a path to lead advisor responsibilities. Why You’ll Love This Role: Play a vital part in helping individuals and families achieve long-term financial success and peace of mind. Join a supportive, tight-knit team where your ideas and contributions are valued and your growth is supported. Sharpen your skills in financial planning and investment strategy while learning from seasoned advisors and a best-in-class planning team. As you gain mastery of the firm’s planning philosophy, you’ll have the opportunity to take on more responsibility and client-facing opportunities. What You’ll Be Doing: Create comprehensive financial plans for new clients and maintain/update plans for existing clients. Collaborate with Private Wealth Advisors to ensure all strategies align with the client’s goals, risk tolerance, and overall financial picture. Gather and interpret client data, track time-lined financial goals, and integrate multiple areas of planning into a single, actionable plan. Prepare investment proposals and insurance illustrations to support advisor recommendations. Ensure Private Wealth Advisors are well-informed about planning updates and investment proposals ahead of client meetings. Maintain accurate and up-to-date client data in the CRM. As you grow in this role and master the firm’s financial planning philosophy, you may be given the opportunity to present analysis and recommendations directly to clients. Work seamlessly with other team members to deliver a cohesive and exceptional client experience. Contribute ideas and support continuous improvement in financial outcomes and client service. What We’re Looking For: Bachelor’s Degree required. Series 7/63 is a plus. Strong organizational skills and keen attention to detail. Caring, consultative, and team-oriented mindset. Ability to work from the Manhattan Beach office 3 days per week. Highly competitive base salary + bonus opportunities Full suite of benefits Reference Number: HRJ7776 Location: Manhattan Beach, California
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Reference Number: HRJ7776 Location: Manhattan Beach, California Judson Group is proud to partner with a distinguished, boutique wealth management firm overseeing approximately $700MM in AUM. Known for delivering a personalized, high-touch experience, the firm serves high-net-worth individuals and families through comprehensive, holistic financial planning. We are seeking a thoughtful, detail-oriented, and client-first
Financial Planner – CFP
to join this dynamic team. In this critical support role, you’ll work closely with Private Wealth Advisors to build and maintain personalized financial plans that align with each client’s unique goals and values. This position is ideal for a Certified Financial Planner® who enjoys blending behind-the-scenes strategy with the occasional opportunity to interface with clients directly. This role does offer a path to lead advisor responsibilities. Why You’ll Love This Role: Play a vital part in helping individuals and families achieve long-term financial success and peace of mind. Join a supportive, tight-knit team where your ideas and contributions are valued and your growth is supported. Sharpen your skills in financial planning and investment strategy while learning from seasoned advisors and a best-in-class planning team. As you gain mastery of the firm’s planning philosophy, you’ll have the opportunity to take on more responsibility and client-facing opportunities. What You’ll Be Doing: Create comprehensive financial plans for new clients and maintain/update plans for existing clients. Collaborate with Private Wealth Advisors to ensure all strategies align with the client’s goals, risk tolerance, and overall financial picture. Gather and interpret client data, track time-lined financial goals, and integrate multiple areas of planning into a single, actionable plan. Prepare investment proposals and insurance illustrations to support advisor recommendations. Ensure Private Wealth Advisors are well-informed about planning updates and investment proposals ahead of client meetings. Maintain accurate and up-to-date client data in the CRM. As you grow in this role and master the firm’s financial planning philosophy, you may be given the opportunity to present analysis and recommendations directly to clients. Work seamlessly with other team members to deliver a cohesive and exceptional client experience. Contribute ideas and support continuous improvement in financial outcomes and client service. What We’re Looking For: Bachelor’s Degree required. Series 7/63 is a plus. Strong organizational skills and keen attention to detail. Caring, consultative, and team-oriented mindset. Ability to work from the Manhattan Beach office 3 days per week. Highly competitive base salary + bonus opportunities Full suite of benefits Reference Number: HRJ7776 Location: Manhattan Beach, California
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