Senior Wealth Manager — Fiduciary Tech Advisor

Judson Group; Alpharetta (GA); On-site; USD 180,000 - 320,000; Full time

Job summary

Judson Group seeks a Senior Wealth Manager to serve as a key technical and client-facing resource, collaborating with planners, investment professionals, and external CPAs and attorneys. The ideal candidate brings 7+ years of wealth management experience, deep tax knowledge, and certifications such as CFP, CPA, or CFA in a fiduciary, fee-only environment.

You will lead client meetings, craft advanced financial plans with emphasis on tax planning and wealth preservation, and work with

Qualifications

• 7+ years of experience in a client-facing wealth management or financial planning role.
• CFP, CPA, or CFA designation required.
• Bachelor's degree in finance, accounting, or a related field.
• Strong technical knowledge of individual and business-owner tax planning; an EA or significant tax-planning experience is a plus.
• Strong understanding of complex estate planning strategies and their implementation.
• Experience advising affluent individuals, particularly business owners and/or physicians, is preferred.

Responsibilities

• Serve as a trusted advisor and primary resource for clients across their broader financial picture.
• Lead client meetings, financial reviews, and planning discussions with existing and prospective clients.
• Develop and implement sophisticated financial planning strategies, with particular emphasis on tax planning and wealth preservation.
• Evaluate opportunities, risks, and planning gaps across investments, taxes, estate planning, insurance, retirement, and education.
• Apply technical expertise to complex client situations and translate recommendations into clear, actionable advice.
• Collaborate with financial planners, investment professionals, and operations teams to deliver a consistent client experience.
• Coordinate with CPAs, attorneys, and other professional advisors to address complex planning needs.
• Stay current on tax, estate planning, investment, economic, and regulatory developments affecting affluent clients.
• Contribute to the continued development of planning processes, best practices, and the firm's overall client experience.
• Support select business development efforts, including participating in prospect meetings and helping identify opportunities to deepen existing client relationships.

Skills

Client relationship building

Financial planning

Tax planning

Estate planning

Team collaboration

Communication

Education

Bachelor's degree in finance or accounting

CFP certification

CPA designation

CFA designation

Tools

Salesforce

Black Diamond

BNA

eMoney

Fidelity

Schwab

Job description

Judson Group seeks a Senior Wealth Manager to serve as a key technical and client-facing resource, collaborating with planners, investment professionals, and external CPAs and attorneys. The ideal candidate brings 7+ years of wealth management experience, deep tax knowledge, and certifications such as CFP, CPA, or CFA in a fiduciary, fee-only environment.

You will lead client meetings, craft advanced financial plans with emphasis on tax planning and wealth preservation, and work with