Judson Group
Judson Group is proud to be retained by a dynamic, fast-growing RIA in the search for a
Lead Financial Advisor . The firms mission comes to life through proactive planning, deep client relationships, and an unwavering commitment to trust and integrity. This is a close-knit, highly collaborative team where service is the north starfrom the front desk to the firms owner.
We are seeking a Lead Financial Advisor to play a pivotal role within the firms wealth management team. After a thoughtful immersion and transition period, youll assume responsibility for a defined group of clients, lead complex planning conversations, and serve as a trusted guide through every stage of their financial lives. Youll partner closely with a dedicated Support Advisor and Client Service Associate, allowing you to focus on what matters most: deep relationships, thoughtful advice, and leadership. This firms service model goes far beyond the standard advisor-client dynamic, and were looking for someone who embraces that depth and sees it as a privilegenot a burden.
This role is ideal for a seasoned advisor who brings confidence, humility, and a growth mindset, and who is energized by mentoring others and helping shape the future of a growing firm.
Why Youll Love This Role: Youll work with clients who value advice, trust the process, and want a long-term partnernot a transactional relationship. Youll mentor and develop client-facing team members, influence firm-wide initiatives, and contribute at the executive level. With a strong support team and well-defined processes, you can stay focused on strategy, relationships, and leadership. Youll be challenged, supported, and empowered to continuously refine your craft in a dynamic, high-growth environment.
What Youll Be Doing: Serve as the primary advisor for a group of key clients, owning relationship management, retention, and outcomes. Lead discovery, onboarding, and ongoing planning engagements for new and existing clients. Design and oversee the execution of comprehensive financial plans aligned with clients goals and values. Deliver objective, unbiased advice across investments, tax planning, risk management, and estate considerations. Prepare for and lead client meetings with confidence, clarity, and empathy. Collaborate with your support team to ensure seamless client service, planning updates, portfolio changes, and proactive opportunities. Coordinate holistic wealth management, including complex planning for high-net-worth clients. Act as an accountability partner to advisors, supporting annual growth and development goals. Contribute insights on industry trends, best practices, and service enhancements to support firm growth. Identify opportunities to deepen client relationships and expand engagement across the firms services. Proactively seek and cultivate client referrals to support net new asset growth.
What You Were Looking For: Bachelors degree in finance, business, accounting, economics, or a related field. 7+ years of progressive, client-facing experience in wealth management, investment management, or financial planning. CFP designation required; advanced degree or additional credentials (CFA, CPA, MBA, JD) a plus. Deep expertise in comprehensive financial planning, including complex and HNW client cases. Strong understanding of the RIA and independent advice environment. Exceptional communication skillswritten, verbal, and interpersonalwith a calm, confident presence. High empathy, sound judgment, and the ability to simplify complexity into actionable guidance. Proven experience mentoring and developing other professionals. Strong organizational skills, time management, and follow-through in a fast-paced, evolving environment. Proficiency with Microsoft Office and financial planning/CRM platforms. Experience with the firms tech stack a plus: Redtail, Holistiplan, eMoney, Schwab, Orion, GReminders, Riskalyze, FP Pathfinder, Social Security Solutions.
Compensation & Benefits: Highly competitive base salary + bonus opportunities Full suite of benefits
Location:
Carlsbad, California
Lead Financial Advisor . The firms mission comes to life through proactive planning, deep client relationships, and an unwavering commitment to trust and integrity. This is a close-knit, highly collaborative team where service is the north starfrom the front desk to the firms owner.
We are seeking a Lead Financial Advisor to play a pivotal role within the firms wealth management team. After a thoughtful immersion and transition period, youll assume responsibility for a defined group of clients, lead complex planning conversations, and serve as a trusted guide through every stage of their financial lives. Youll partner closely with a dedicated Support Advisor and Client Service Associate, allowing you to focus on what matters most: deep relationships, thoughtful advice, and leadership. This firms service model goes far beyond the standard advisor-client dynamic, and were looking for someone who embraces that depth and sees it as a privilegenot a burden.
This role is ideal for a seasoned advisor who brings confidence, humility, and a growth mindset, and who is energized by mentoring others and helping shape the future of a growing firm.
Why Youll Love This Role: Youll work with clients who value advice, trust the process, and want a long-term partnernot a transactional relationship. Youll mentor and develop client-facing team members, influence firm-wide initiatives, and contribute at the executive level. With a strong support team and well-defined processes, you can stay focused on strategy, relationships, and leadership. Youll be challenged, supported, and empowered to continuously refine your craft in a dynamic, high-growth environment.
What Youll Be Doing: Serve as the primary advisor for a group of key clients, owning relationship management, retention, and outcomes. Lead discovery, onboarding, and ongoing planning engagements for new and existing clients. Design and oversee the execution of comprehensive financial plans aligned with clients goals and values. Deliver objective, unbiased advice across investments, tax planning, risk management, and estate considerations. Prepare for and lead client meetings with confidence, clarity, and empathy. Collaborate with your support team to ensure seamless client service, planning updates, portfolio changes, and proactive opportunities. Coordinate holistic wealth management, including complex planning for high-net-worth clients. Act as an accountability partner to advisors, supporting annual growth and development goals. Contribute insights on industry trends, best practices, and service enhancements to support firm growth. Identify opportunities to deepen client relationships and expand engagement across the firms services. Proactively seek and cultivate client referrals to support net new asset growth.
What You Were Looking For: Bachelors degree in finance, business, accounting, economics, or a related field. 7+ years of progressive, client-facing experience in wealth management, investment management, or financial planning. CFP designation required; advanced degree or additional credentials (CFA, CPA, MBA, JD) a plus. Deep expertise in comprehensive financial planning, including complex and HNW client cases. Strong understanding of the RIA and independent advice environment. Exceptional communication skillswritten, verbal, and interpersonalwith a calm, confident presence. High empathy, sound judgment, and the ability to simplify complexity into actionable guidance. Proven experience mentoring and developing other professionals. Strong organizational skills, time management, and follow-through in a fast-paced, evolving environment. Proficiency with Microsoft Office and financial planning/CRM platforms. Experience with the firms tech stack a plus: Redtail, Holistiplan, eMoney, Schwab, Orion, GReminders, Riskalyze, FP Pathfinder, Social Security Solutions.
Compensation & Benefits: Highly competitive base salary + bonus opportunities Full suite of benefits
Location:
Carlsbad, California