SVP, Lead Wealth Advisor

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 is proud to partner with a nationally recognized wealth management, retirement advisory, and business management firm that empowers individuals, families, business owners, and institutions to make confident financial decisions in its search for a SVP, Lead Wealth Advisor to join its Appleton, Wisconsin office.

This is a unique opportunity to step into an established book of high-net-worth and ultra-high-net-worth client relationships from day one, inherit a thoughtful long-term succession plan, and continue growing alongside one of the region’s most respected advisory teams. If you’re a polished relationship manager with 10+ years of experience advising affluent clients and are looking for a platform with exceptional resources, collaboration, and growth potential, this role offers the chance to make an immediate and lasting impact.

Why You’ll Love This Role:

• Step into an established book of high-net-worth client relationships with a long-term succession plan already in place.
• Deliver sophisticated, truly comprehensive wealth management solutions spanning financial, tax, estate, charitable, retirement, and legacy planning.
• Join a collaborative, planning-first culture that values trusted relationships and long-term client success over product sales.
• Partner with experienced specialists across investment management, trust, tax, retirement, and family office services to provide highly customized solutions.
• Enjoy the strength, stability, and resources of a nationally recognized firm while maintaining the personalized service and entrepreneurial feel of a local office.

What You’ll Be Doing:

• 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 engaging client meetings, present thoughtful recommendations, and confidently guide clients through important financial decisions.
• Monitor portfolio performance and proactively recommend strategic adjustments aligned with clients’ evolving goals, life events, and market conditions.
• Collaborate closely with investment professionals, attorneys, accountants, and other trusted advisors to deliver integrated planning solutions.
• Prepare comprehensive financial plans, investment proposals, and customized presentations for both existing and prospective clients.
• Oversee the client experience from onboarding through ongoing relationship management, ensuring a seamless, responsive, and high-touch service model.
• Help grow the practice by expanding existing relationships through referrals, community involvement, and strategic networking with centers of influence (COIs).

What We’re Looking For:

• 10+ years of experience serving high-net-worth clients within a wealth management, private wealth, or financial planning environment.
• CFP® designation or another advanced wealth management credential strongly preferred.
• Bachelor’s degree in Finance, Financial Planning, Accounting, Business, Economics, or a related field.
• An entrepreneurial mindset with the ambition to grow a practice while becoming the next leader of a highly respected office.
• A relationship-focused advisor who naturally builds trust, communicates with confidence, and delivers thoughtful, comprehensive 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.