Senior Wealth Advisor & Practice Leader for UHNW Clients

Judson Group; Appleton (WI); On-site; USD 180,000 - 275,000; Full time

Job summary

Judson Group, in partnership with a nationally recognized wealth management firm, seeks an SVP, Lead Wealth Advisor to join its Appleton, WI office. You will lead a book of high-net-worth clients and guide comprehensive planning across investments, taxes, estates, retirement, and legacy planning.

You will collaborate with specialists across investment management, trust, tax, and family office services to deliver customized solutions, lead client meetings, and help grow the practice through

Qualifications

• 10+ years of experience serving high-net-worth clients.
• CFP designation or another advanced wealth management credential strongly preferred.
• Bachelor’s degree in Finance, Financial Planning, Accounting, Business, Economics, or a related field.
• Entrepreneurial mindset with ambition to grow a practice and lead a highly respected office.
• A relationship-focused advisor who builds trust, communicates clearly, and delivers thoughtful planning advice.
• Strong expertise in investment management, retirement planning, tax strategies, estate planning, insurance, and complex financial planning concepts.
• Very Competitive base salary + bonus structure. Guaranteed compensation level while slowly converting a revenue-based payout on top of base salary to allow for further compensation growth.

Responsibilities

• Serve as the trusted advisor for high-net-worth individuals and families, delivering customized wealth management strategies and comprehensive financial planning.
• Take ownership of an established client base while deepening relationships through exceptional service and proactive advice.
• 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 propose strategic adjustments aligned with goals and market conditions.
• Collaborate with investment professionals, attorneys, accountants, and other trusted advisors to deliver integrated planning solutions.
• Prepare comprehensive financial plans, investment proposals, and customized presentations for clients.
• Oversee the client experience from onboarding through ongoing relationship management, ensuring high-touch service.

Skills

Relationship management

Financial planning

Investment strategy

Client service

Education

Bachelor's degree in Finance/Business/Economics

Job description

Judson Group, in partnership with a nationally recognized wealth management firm, seeks an SVP, Lead Wealth Advisor to join its Appleton, WI office. You will lead a book of high-net-worth clients and guide comprehensive planning across investments, taxes, estates, retirement, and legacy planning.

You will collaborate with specialists across investment management, trust, tax, and family office services to deliver customized solutions, lead client meetings, and help grow the practice through