Senior Wealth Advisor – Equity Opportunity with HNW Clients

Judson Group; Carmel (IN); On-site; USD 90,000 - 130,000; Full time

Job summary

Judson Group partners with a nationally recognized wealth management and financial planning firm to recruit a Wealth Advisor for its Carmel, Indiana office. The role offers an immediate book of 35+ HNW/UHNW clients, an equity opportunity, and a collaborative environment focused on comprehensive planning beyond product sales.

You will lead planning across investments, retirement, taxes, estate strategies, and charitable giving, while expanding client relationships and coordinating with trusted

Qualifications

• 10+ years of experience serving high-net-worth clients.
• CFP designation or other advanced wealth management credential strongly preferred.
• Bachelor’s degree in Finance, Financial Planning, Accounting, Business, Economics, or related field.
• Entrepreneurial mindset with the desire to grow a practice while becoming the next leader of a highly respected office.
• Relationship-driven advisor who excels at building trust and delivering thoughtful, comprehensive planning advice.
• Strong understanding of investment management, retirement planning, tax planning, estate strategies, insurance, and complex financial planning concepts.
• Very competitive base salary + bonus structure. Equity opportunity may be available.

Responsibilities

• Serve as a trusted advisor to high-net-worth individuals and families, delivering personalized wealth management and comprehensive financial planning strategies.
• Take ownership of an established client base while cultivating lasting relationships built on trust and exceptional service.
• Develop sophisticated planning recommendations across investments, retirement, tax strategies, estate planning, charitable giving, education funding, lending, and cash flow management.
• Lead client meetings, present thoughtful recommendations, and guide clients through important financial decisions.
• Monitor portfolio performance and proactively recommend adjustments aligned with clients’ evolving goals and market conditions.
• Collaborate closely with investment professionals, attorneys, accountants, and other outside advisors to deliver integrated planning solutions.
• Prepare financial plans, investment proposals, and customized presentations for both existing and prospective clients.
• Oversee client service activities, ensuring a seamless and high-touch experience from onboarding through ongoing relationship management.
• Expand existing relationships through referrals, community involvement, and strategic networking with local COIs.

Skills

Relationship management

Financial planning

Client advisory

Communication

Education

CFP designation

Bachelor’s degree in Finance/Financial Planning/Accounting/Business/Economics

Job description

Judson Group partners with a nationally recognized wealth management and financial planning firm to recruit a Wealth Advisor for its Carmel, Indiana office. The role offers an immediate book of 35+ HNW/UHNW clients, an equity opportunity, and a collaborative environment focused on comprehensive planning beyond product sales.

You will lead planning across investments, retirement, taxes, estate strategies, and charitable giving, while expanding client relationships and coordinating with trusted