Judson Group
Judson Group has been retained by a premier, independent, and award-winning multi-family office and private investment firm that is redefining the way wealth is experienced. With a commitment to exceptional client outcomes, our client is on a mission to fully optimize both life and wealthensuring that every financial decision aligns with a clients deepest values and long-term vision.
Were searching for a sophisticated, polished
Senior Financial Planner (CFP)
with deep expertise in complex financial planning. Youll be a strategic partner to ultra-high-net-worth individuals, families, and business owners, guiding them through meaningful planning engagements while collaborating with a high-performing team of Wealth Advisors, private bankers, attorneys, and tax professionals.
This role is built for a best-in-class plannernot an investment generalist. If you thrive in deep planning conversations, enjoy solving intricate client problems, and want to make a lasting impact at a highly respected firm, this is the opportunity for you.
Why Youll Love This Role: Work directly with some of the most accomplished families and entrepreneurs, helping them design plans that secure generational impact. Step into a firm that values true planning expertisethis is not a sales-driven environment. Your knowledge is the product. Join a team of elite professionalsadvisors, attorneys, tax proswho share your passion for doing whats right for the client. Be part of a firm that believes in reimagining the wealth experiencewhere values, life, and legacy are just as important as assets. This firm invests in your development through continuing education, thought leadership, and a culture that prizes intellectual curiosity.
What Youll Be Doing: Design and deliver highly customized financial plans for sophisticated clients and their families. Translate complex planning strategies into clear, engaging conversations and presentations. Act as a strategic advisor to clients, alongside their trusted team of legal, tax, and financial professionals. Lead and support client review meetings, alongside Wealth Advisors. Proactively identify opportunities to enhance client outcomes through planning. Stay ahead of planning trends, legislation, and best practicesand apply them with confidence. Leverage best-in-class planning technology (eMoney, Salesforce, etc.) to deliver and scale advice. Maintain the highest levels of client confidentiality, integrity, and trust.
What Were Looking For: CFP designation is required (JD, CPA, LLM also highly valued). Bachelors degree in Finance, Business, or related field. CPWA or advanced degrees are a plus. 10+ years of experience in financial services, with 5+ years focused on planning for UHNW clients (9-figure households). Exceptional knowledge in estate planning, tax strategies, wealth transfer, philanthropic structuring, and risk management. Proven ability to communicate complex topics clearly and effectivelyboth with clients and colleagues. Creative problem-solver who is resourceful, strategic, and calm under pressure. A commitment to excellence, continued learning, and ethical responsibility.
Compensation & Benefits: Very competitive base salary + bonus Equity Comprehensive benefits package
Location:
Reston, Virginia
Were searching for a sophisticated, polished
Senior Financial Planner (CFP)
with deep expertise in complex financial planning. Youll be a strategic partner to ultra-high-net-worth individuals, families, and business owners, guiding them through meaningful planning engagements while collaborating with a high-performing team of Wealth Advisors, private bankers, attorneys, and tax professionals.
This role is built for a best-in-class plannernot an investment generalist. If you thrive in deep planning conversations, enjoy solving intricate client problems, and want to make a lasting impact at a highly respected firm, this is the opportunity for you.
Why Youll Love This Role: Work directly with some of the most accomplished families and entrepreneurs, helping them design plans that secure generational impact. Step into a firm that values true planning expertisethis is not a sales-driven environment. Your knowledge is the product. Join a team of elite professionalsadvisors, attorneys, tax proswho share your passion for doing whats right for the client. Be part of a firm that believes in reimagining the wealth experiencewhere values, life, and legacy are just as important as assets. This firm invests in your development through continuing education, thought leadership, and a culture that prizes intellectual curiosity.
What Youll Be Doing: Design and deliver highly customized financial plans for sophisticated clients and their families. Translate complex planning strategies into clear, engaging conversations and presentations. Act as a strategic advisor to clients, alongside their trusted team of legal, tax, and financial professionals. Lead and support client review meetings, alongside Wealth Advisors. Proactively identify opportunities to enhance client outcomes through planning. Stay ahead of planning trends, legislation, and best practicesand apply them with confidence. Leverage best-in-class planning technology (eMoney, Salesforce, etc.) to deliver and scale advice. Maintain the highest levels of client confidentiality, integrity, and trust.
What Were Looking For: CFP designation is required (JD, CPA, LLM also highly valued). Bachelors degree in Finance, Business, or related field. CPWA or advanced degrees are a plus. 10+ years of experience in financial services, with 5+ years focused on planning for UHNW clients (9-figure households). Exceptional knowledge in estate planning, tax strategies, wealth transfer, philanthropic structuring, and risk management. Proven ability to communicate complex topics clearly and effectivelyboth with clients and colleagues. Creative problem-solver who is resourceful, strategic, and calm under pressure. A commitment to excellence, continued learning, and ethical responsibility.
Compensation & Benefits: Very competitive base salary + bonus Equity Comprehensive benefits package
Location:
Reston, Virginia