Wealth Advisor (CFP) - Holistic Planning Leader

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 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.