Judson Group
Judson Group has partnered with a rapidly growing, nationally recognized RIA managing over $29B in AUM in the search for a driven and relationship-oriented
Wealth Manager . This is an exciting opportunity for a skilled advisor to step into a client-facing role with strong growth potential—and a clear path to long-term leadership.
In this role, you’ll work directly with senior wealth managers to deliver personalized, high-touch planning and investment guidance to high-net-worth clients. You’ll work with high-net-worth clients who have complex planning needs, provide strategic investment advice, and contribute to the continued success of a collaborative and mission-driven team.
Location:
New York, New York
$175,000.00-$200,000.00
Why You’ll Love This Role
Join a thriving RIA with national reach, expanding rapidly with no plans to slow down.
Collaborate directly with senior advisors and gain hands‑on experience in managing complex relationships.
Clear track for professional growth and leadership opportunities in the short‑ and long‑term.
Be part of a forward‑thinking team that values innovation, integrity, and client service excellence.
What You’ll Be Doing
Serve as a primary point of contact for an established base of high-net-worth clients, delivering a best-in-class advisory experience.
Support senior wealth managers in crafting and executing investment, tax, and financial planning strategies tailored to each client.
Lead and support client meetings, including creating presentations, analyzing data, and implementing recommendations.
Execute trades and manage account administration, ensuring accuracy and a seamless client experience.
Conduct portfolio reviews, financial projections, and cash flow analyses to proactively guide client decisions.
Partner with internal teams (operations, planning, and investment) to deliver fully integrated financial solutions.
What We’re Looking For
3–5 years of client-facing advisory experience within an RIA or similar wealth management environment.
Strong background in financial planning, investment implementation, and complex client servicing.
Proficiency in CRM systems, financial planning software, and portfolio accounting tools.
Excellent organizational and time management skills, with the ability to prioritize in a fast-paced environment.
Outstanding communication skills with a proactive, client-first mindset.
Competitive base salary + bonus.
Hybrid role – 4 days in-office.
Well-defined career path with leadership opportunities.
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Wealth Manager . This is an exciting opportunity for a skilled advisor to step into a client-facing role with strong growth potential—and a clear path to long-term leadership.
In this role, you’ll work directly with senior wealth managers to deliver personalized, high-touch planning and investment guidance to high-net-worth clients. You’ll work with high-net-worth clients who have complex planning needs, provide strategic investment advice, and contribute to the continued success of a collaborative and mission-driven team.
Location:
New York, New York
$175,000.00-$200,000.00
Why You’ll Love This Role
Join a thriving RIA with national reach, expanding rapidly with no plans to slow down.
Collaborate directly with senior advisors and gain hands‑on experience in managing complex relationships.
Clear track for professional growth and leadership opportunities in the short‑ and long‑term.
Be part of a forward‑thinking team that values innovation, integrity, and client service excellence.
What You’ll Be Doing
Serve as a primary point of contact for an established base of high-net-worth clients, delivering a best-in-class advisory experience.
Support senior wealth managers in crafting and executing investment, tax, and financial planning strategies tailored to each client.
Lead and support client meetings, including creating presentations, analyzing data, and implementing recommendations.
Execute trades and manage account administration, ensuring accuracy and a seamless client experience.
Conduct portfolio reviews, financial projections, and cash flow analyses to proactively guide client decisions.
Partner with internal teams (operations, planning, and investment) to deliver fully integrated financial solutions.
What We’re Looking For
3–5 years of client-facing advisory experience within an RIA or similar wealth management environment.
Strong background in financial planning, investment implementation, and complex client servicing.
Proficiency in CRM systems, financial planning software, and portfolio accounting tools.
Excellent organizational and time management skills, with the ability to prioritize in a fast-paced environment.
Outstanding communication skills with a proactive, client-first mindset.
Competitive base salary + bonus.
Hybrid role – 4 days in-office.
Well-defined career path with leadership opportunities.
#J-18808-Ljbffr