Senior Wealth Advisor & Future Beachwood Office Leader

Judson Group; Beachwood (OH); On-site; USD 120,000 - 190,000; Full time

Job summary

Judson Group is seeking a Wealth Advisor to join its Cleveland, Ohio office. You’ll immediately serve an established client base of high-net-worth individuals and families, collaborating with a skilled team to deliver comprehensive wealth management and financial planning.

This role offers leadership potential in Beachwood over 18–24 months, with a strong emphasis on trusted relationships, strategic planning, and mentorship.

Qualifications

• 10+ years of experience serving high-net-worth clients.
• CFP designation or advanced wealth management credential preferred.
• Bachelor’s degree in Finance, Financial Planning, Accounting, Business, Economics, or related field.

Responsibilities

• Serve as trusted advisor to high-net-worth individuals and families with personalized planning.
• Lead client meetings and present thoughtful recommendations.
• Develop planning across investments, retirement, tax, estate, and gifting.
• Monitor portfolio performance and adjust to goals and market conditions.
• Collaborate with attorneys, accountants, and other advisors for integrated solutions.
• Mentor advisory team members and prepare for leadership roles.

Skills

High-net-worth clients

Relationship management

Leadership

Financial planning

Consultative selling

Education

CFP designation

Bachelor's degree in Finance/ related

Tools

Investment management software

Financial planning software

Job description

Judson Group is seeking a Wealth Advisor to join its Cleveland, Ohio office. You’ll immediately serve an established client base of high-net-worth individuals and families, collaborating with a skilled team to deliver comprehensive wealth management and financial planning.

This role offers leadership potential in Beachwood over 18–24 months, with a strong emphasis on trusted relationships, strategic planning, and mentorship.