Judson Group
Overview
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 client-centric, strategic, and experienced
Private Wealth Advisor – CFP
to join this collaborative team. This is an exciting opportunity to work directly with high-net-worth clients, shaping and refining financial strategies that help them reach their life goals. You’ll be a key player in enhancing the client experience while working alongside a tight-knit group of professionals who are passionate about delivering top-tier financial solutions.
Why You’ll Love This Role
Work closely with clients on life-changing financial decisions—from retirement to estate planning and beyond.
Advisors here lead the strategy and execution of financial plans, supported by an internal planning and operations team.
Help grow the firm’s legacy by nurturing long-term client relationships, including next-generation clients and new referrals.
Enjoy a hybrid schedule in beautiful Manhattan Beach, promoting both flexibility and in-person collaboration.
What You’ll Be Doing
Serve as the primary advisor to existing clients, reviewing and updating financial plans to reflect their evolving goals and market trends.
Proactively identify new financial opportunities and planning strategies during client interactions.
Cultivate deep, long-term client relationships—building trust and creating opportunities for multigenerational planning and referrals.
Collaborate with internal planning and operations teams to build, refine, and implement comprehensive financial plans.
Provide strategic oversight on financial plans to ensure alignment with clients’ goals, timelines, and risk profiles.
Integrate a wide range of planning areas into a cohesive strategy.
Work hand-in-hand with internal financial planners—your focus will be on strategic direction and execution.
Contribute to a positive, client-first team culture focused on delivering exceptional service and outcomes.
What We’re Looking For
Bachelor’s Degree required.
Minimum of 5+ years in financial planning, investment strategy, and client relationship management.
Experience in a broker-dealer or FINRA-registered environment.
Strong consultative, interpersonal, and communication skills.
A collaborative mindset with a passion for helping clients succeed.
Ability to work from the Manhattan Beach office 3 days per week.
Highly competitive base salary + bonus opportunities
Full suite of benefits
Location:
Manhattan Beach, California
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Finance
Industries
Financial Services, Banking, and Investment Management
#J-18808-Ljbffr
We are seeking a client-centric, strategic, and experienced
Private Wealth Advisor – CFP
to join this collaborative team. This is an exciting opportunity to work directly with high-net-worth clients, shaping and refining financial strategies that help them reach their life goals. You’ll be a key player in enhancing the client experience while working alongside a tight-knit group of professionals who are passionate about delivering top-tier financial solutions.
Why You’ll Love This Role
Work closely with clients on life-changing financial decisions—from retirement to estate planning and beyond.
Advisors here lead the strategy and execution of financial plans, supported by an internal planning and operations team.
Help grow the firm’s legacy by nurturing long-term client relationships, including next-generation clients and new referrals.
Enjoy a hybrid schedule in beautiful Manhattan Beach, promoting both flexibility and in-person collaboration.
What You’ll Be Doing
Serve as the primary advisor to existing clients, reviewing and updating financial plans to reflect their evolving goals and market trends.
Proactively identify new financial opportunities and planning strategies during client interactions.
Cultivate deep, long-term client relationships—building trust and creating opportunities for multigenerational planning and referrals.
Collaborate with internal planning and operations teams to build, refine, and implement comprehensive financial plans.
Provide strategic oversight on financial plans to ensure alignment with clients’ goals, timelines, and risk profiles.
Integrate a wide range of planning areas into a cohesive strategy.
Work hand-in-hand with internal financial planners—your focus will be on strategic direction and execution.
Contribute to a positive, client-first team culture focused on delivering exceptional service and outcomes.
What We’re Looking For
Bachelor’s Degree required.
Minimum of 5+ years in financial planning, investment strategy, and client relationship management.
Experience in a broker-dealer or FINRA-registered environment.
Strong consultative, interpersonal, and communication skills.
A collaborative mindset with a passion for helping clients succeed.
Ability to work from the Manhattan Beach office 3 days per week.
Highly competitive base salary + bonus opportunities
Full suite of benefits
Location:
Manhattan Beach, California
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Finance
Industries
Financial Services, Banking, and Investment Management
#J-18808-Ljbffr