Lead Wealth Advisor

Judson Group; East Hanover (NJ); On-site; USD 200,000 - 250,000; Full time

Job summary

Judson Group is seeking a Lead Wealth Advisor for a premier financial services firm specializing in UHNW clients. Ideal candidates are seasoned advisors with a strong background in investment advisory and wealth management. This role offers an exceptional opportunity to shape client relationships and deliver personalized financial strategies.

Qualifications

• At least 5 years of investment advisory or wealth management experience.
• Deep knowledge of investment markets and complex wealth strategies.
• Proven ability to interpret client needs and deliver tailored solutions.

Responsibilities

• Guide clients through complex financial decisions.
• Collaborate with internal specialists for comprehensive wealth plans.
• Prepare and deliver persuasive presentations.

Skills

Investment advisory

Wealth management

Financial planning

Strong communication

Presentation skills

Client relations

Collaborative mindset

Education

Bachelor’s degree

MBA

CFA

CFP

Job description

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Judson Group is proud to partner with a premier wealth and financial services firm in the search for a Lead Wealth Advisor. Renowned for its sophisticated approach to serving ultra-high-net-worth (UHNW) individuals and families, this firm delivers best-in-class financial planning and investment management—enhanced by elite offerings in Private Placements, advanced Insurance Solutions, Business Planning, and world-class Wealth Management strategies.

This is a rare opportunity for a seasoned advisor to take their career to the next level with a forward-thinking firm known for its personalized, high-touch client service and deeply collaborative culture.

Why You’ll Love This Role:

• Work with an elite UHNW client base seeking sophisticated, personalized financial strategies.
• Access a full suite of advanced planning tools—Private Placements, business planning, insurance optimization, and more.
• Join a dynamic, growth-focused firm that values initiative, creativity, and new ideas.
• Be part of a collaborative, expert team that supports your success and encourages continuous learning.
• Help clients achieve their most important life goals and leave lasting legacies.
• Play a central role in shaping client relationships, team dynamics, and strategic direction.

What You’ll Be Doing:

• Serve as a trusted financial partner, guiding clients through complex financial decisions with clarity and confidence.
• Provide timely, relevant advice by staying current on economic trends, regulatory updates, and investment strategies.
• Collaborate with internal specialists to deliver comprehensive, customized wealth plans that reflect each client’s unique needs and goals.
• Proactively deepen relationships with existing clients while identifying and securing new opportunities.
• Prepare and deliver persuasive presentations and proposals that highlight the firm’s differentiated value.
• Handle sensitive client situations with empathy and professionalism, ensuring long-term satisfaction and loyalty.

What We’re Looking For:

• Bachelor’s degree (MBA, CFA, or CFP highly preferred).
• At least 5 years of investment advisory or wealth management experience working with high-net-worth or UHNW clients.
• Deep knowledge of investment markets, financial planning, and complex wealth strategies.
• Strong communication, presentation, and client-facing skills.
• A proven ability to interpret client needs and deliver tailored, effective solutions.
• Collaborative mindset with a high level of personal initiative and integrity.
• Competitive base salary + bonus.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance

• Industries

  Financial Services, Banking, and Investment Management

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