Financial Planning Associate

Judson Group; New Hope (Bucks County); On-site; USD 60,000 - 90,000; Full time

Job summary

Judson Group is seeking a Financial Planning Associate for a well-established independent wealth management firm in Bucks County, PA. You will build comprehensive financial plans and contribute to sophisticated investment strategies for high-net-worth clients.

You will work on multi-account portfolios across varying tax structures, translating complex financial concepts into clear, actionable guidance while maintaining a client-focused approach.

Qualifications

• Build comprehensive financial plans and guide clients through complex strategies.
• Confidently communicate sophisticated financial concepts in clear, actionable terms.

Responsibilities

• Develop and maintain financial plans for high-net-worth clients.
• Construct and manage multi-account portfolios across varying tax structures and client needs.

Skills

Financial planning

Portfolio management

Client communication

Job description

Overview

Judson Group is proud to be retained by a well-established independent wealth management firm to identify an exceptional Financial Planning Associate. This is an outstanding opportunity to join a collaborative, client-focused team dedicated to serving high-net-worth individuals and families with sophisticated financial planning and investment strategies.

We’re looking for a planning professional who enjoys diving into the details—someone who can build comprehensive financial plans, construct and manage multi-account portfolios across varying tax structures, and confidently communicate complex strategies in a way that clients find clear, engaging, and actionable.