MFO Wealth Planner - CFP

Judson Group; Washington (District of Columbia); Vor Ort; USD 250.000 - 350.000; Vollzeit

Benefits dieser Stelle

Competitive base salary + bonus

Equity

Professional development opportunities

Zusammenfassung

A premier investment firm in Washington, D.C. seeks an experienced MFO Wealth Planner (CFP) to provide highly customized financial plans for ultra-high-net-worth clients. This role involves strategic advising and collaboration with a professional team, requiring extensive experience in complex financial planning and a CFP designation. Competitive salary and equity options are available.

Qualifikationen

• 10+ years of experience in financial services focused on planning for UHNW clients.
• Exceptional knowledge in estate planning, tax strategies, and risk management.
• Proven ability to communicate complex topics clearly.
• 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 effectively—both with clients and colleagues.

Aufgaben

• Design and deliver highly customized financial plans for clients.
• Act as a strategic advisor alongside legal and financial professionals.
• Identify opportunities to enhance client outcomes through planning.
• 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 practices—and 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.

Kenntnisse

Complex financial planning

Strategic advising

Communication of complex topics

Creative problem-solving

Ethical responsibility

Ausbildung

CFP designation

Bachelor’s degree in Finance or related field

CPWA or advanced degrees

Tools

eMoney

Salesforce

Jobbeschreibung

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 wealth—ensuring that every financial decision aligns with a client's deepest values and long-term vision.

We're searching for a sophisticated, polished MFO Wealth Planner (CFP) with deep expertise in complex financial planning. You’ll 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 planner—not 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 You’ll 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 expertise—this is not a sales-driven environment. Your knowledge is the product.
• Join a team of elite professionals—advisors, attorneys, tax pros—who share your passion for doing what's right for the client.
• Be part of a firm that believes in reimagining the wealth experience—where 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 You’ll 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 practices—and 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 We’re Looking For

• CFP designation is required (JD, CPA, LLM also highly valued).
• Bachelor’s 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 effectively—both with clients and colleagues.
• Creative problem-solver who is resourceful, strategic, and calm under pressure.
• A commitment to excellence, continued learning, and ethical responsibility.
• Very competitive base salary + bonus
• Equity

Location

Washington, D.C.