Wealth Advisor - CFP

Judson Group; Hartford (CT); On-site; USD 100,000 - 160,000; Full time

Job summary

Judson Group partners with a growing Registered Investment Advisor to add a Wealth Advisor – CFP. This role centers on holistic financial planning and building lasting client relationships that drive asset growth.

You will own the full front-end sales cycle, develop comprehensive financial plans for complex situations, and collaborate with a team to deliver tailored strategies. CFP certification and 5+ years of advisory experience are preferred.

Qualifications

• Five-plus years of success as a financial advisor or practice leader.
• Deep expertise in holistic financial planning and investment strategy.
• Proven ability to build and maintain long-term client relationships.
• Ability to communicate advice clearly and build trust quickly.

Responsibilities

• Progress leads and close new client relationships while meeting annual growth targets.
• Own the full front-end sales cycle: discovery, proposal development, and closing.
• Develop comprehensive financial plans for clients with complex financial situations.
• Maintain disciplined pipeline management through proactive follow-up and clear next steps.
• Deliver holistic financial planning, portfolio guidance, and proactive communication.

Skills

Holistic financial planning

Investment strategy

Client relationships

Sales / business development

Financial advisory

Education

CFP Certification

Job description

Judson Group is proud to partner with a growing RIA in the search for a dynamic Wealth Advisor – CFP. This is an opportunity to join a firm that is redefining what great advice looks like—going beyond investment performance to deliver deeply personalized, high-impact financial guidance that builds enduring client trust and drives meaningful asset growth.

The Wealth Advisor will be responsible for developing high-quality, long-term client relationships, driving new business, and delivering comprehensive financial planning and advice. This individual will play a critical role in the firm’s continued growth by leading the full client lifecycle—from prospecting and closing new relationships to onboarding and ongoing advisory engagement.

Why You’ll Love This Role:

• You’ll have direct influence over client outcomes and firm growth, with clear accountability and autonomy.
• Work in an environment that prioritizes comprehensive planning and meaningful client relationships—not just performance metrics.
• From first conversation to long-term partnership, you’ll shape the full client experience.
• Partner with experienced professionals who value thoughtful strategy and high-quality execution.
• Your success in building relationships and growing assets is directly tied to your professional and financial advancement.

What You’ll Be Doing:

• Progress leads and close new client relationships while meeting annual growth targets.
• Serve as a trusted advisor, reinforcing long-term relationships built on trust and results.
• Own the full front-end sales cycle: discovery, proposal development, and closing.
• Maintain disciplined pipeline management through proactive follow-up and clear next steps.
• Take full accountability for outcomes—from initial meeting through long-term retention.
• Develop comprehensive financial plans for clients with complex financial situations.
• Leverage leading planning tools such as RightCapital, eMoney, or MoneyGuidePro.
• Collaborate with internal team members to design and deliver tailored planning strategies.
• Personally guide clients through onboarding, account setup, and asset transfer processes.
• Deliver holistic financial planning, portfolio guidance, and proactive communication.
• Conduct regular client reviews and adjust strategies as life circumstances evolve.
• Identify opportunities to deepen relationships, including tax planning, estate strategies, and held-away asset management.

What We’re Looking For:

• 5+ years of success as a financial advisor or practice leader.
• Deep expertise in holistic financial planning and investment strategy.
• Proven ability to build and maintain long-term client relationships.
• Naturally understands client priorities and communicates advice in a compelling, relatable way.
• Builds trust quickly and intuitively understands client motivations.
• Highly motivated to succeed financially, with self-directed goals and a strong desire to win.