CFP: Fast-Track to Wealth Manager

Judson Group; Dallas (TX); On-site; USD 100,000 - 120,000; Full time

Benefits offered by this job

Full benefits

Bonus opportunities

Job summary

Judson Group, retained by a fast-growing Registered Investment Advisor, seeks a Certified Financial Planner eager to build a long-term advisory career alongside Senior and Wealth Managers. This is an outstanding opportunity for an advisor early in their career who wants meaningful client exposure, hands-on planning experience, and a clear path for professional growth within a rapidly expanding firm.

As Certified Financial Planner, you will serve as a true second chair—playing a critical role in

Qualifications

• 3–5 years of direct experience in an advisory or financial planning role.
• Must have completed the CFP education requirements or close to completion.
• Growing knowledge of firm policies, practices, and procedures.
• Strong verbal and written communication skills with a client-first mindset.
• Organized, proactive, and eager to learn in a fast-paced, collaborative environment.

Responsibilities

• Act as a strategic partner to Senior and Wealth Managers by supporting client relationships before, during, and after meetings.
• Participate in client meetings with the ability to add value in real-time discussions.
• Lead and support client case preparation, including meeting agendas, planning strategies, and follow-up deliverables.
• Drive proactive client engagement through thoughtful pre- and post-meeting communication.
• Assist clients with the implementation of agreed-upon financial strategies.
• Gradually assume responsibility for select client relationships as you progress along the Associate Wealth Manager career path.

Skills

Client relationships

Communication skills

Organizational skills

Proactive learner

Education

CFP education requirements

Job description

Judson Group, retained by a fast-growing Registered Investment Advisor, seeks a Certified Financial Planner eager to build a long-term advisory career alongside Senior and Wealth Managers. This is an outstanding opportunity for an advisor early in their career who wants meaningful client exposure, hands-on planning experience, and a clear path for professional growth within a rapidly expanding firm.

As Certified Financial Planner, you will serve as a true second chair—playing a critical role in