Senior Financial Planner - CFP

Judson Group; Reston (VA); On-site; USD 180,000 - 260,000; Full time

Benefits offered by this job

Competitive base salary

Bonus structure

Equity

Job summary

A premier financial services firm in Reston, Virginia is seeking a Senior Financial Planner (CFP) to design and deliver customized financial plans for ultra-high-net-worth clients. This role involves strategic advisory, collaboration with a high-performing team, and a commitment to ethical practice. Candidates must have 10+ years of experience in financial services, exceptional communication skills, and a strong understanding of estate planning and tax strategies. Competitive salary, bonus, and equity are offered.

Qualifications

• 10+ years of experience in financial services, with 5+ years focused on planning for UHNW clients.
• Exceptional knowledge in estate planning, tax strategies, and risk management.
• Proven ability to communicate complex topics clearly.

Responsibilities

• Design and deliver highly customized financial plans for clients.
• Act as a strategic advisor alongside clients' trusted teams.
• Proactively identify opportunities to enhance client outcomes.
• Lead and support client review meetings with Wealth Advisors.
• Proactively identify opportunities to enhance client outcomes through planning.
• Stay ahead of planning trends, legislation, and best practices and apply them confidently.
• Leverage planning technology (eMoney, Salesforce, etc.) to deliver and scale advice.
• Maintain the highest levels of client confidentiality, integrity, and trust.

Skills

Complex financial planning

Estate planning

Tax strategies

Wealth transfer

Philanthropic structuring

Risk management

Effective communication

Creative problem-solving

Education

CFP® designation

Bachelor's degree in Finance, Business, or related field

JD, CPA, LLM

Tools

eMoney

Salesforce

Job description

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 Senior Financial 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.
• Competitive base salary + bonus and equity.

Location: Reston, Virginia