Wealth Planning Advisor | CFP | HNW Client Focus

Judson Group; New Hope (Bucks County); On-site; USD 120,000 - 180,000; Full time

Job summary

Judson Group, retained by a well-established independent wealth management firm, seeks a Wealth Service Advisor – CFP to serve high-net-worth individuals with comprehensive financial planning and investment management.

The role blends technical expertise with relationship management, developing tailored financial plans and coordinating with clients’ trusted advisors to deliver integrated wealth solutions.

Qualifications

• Bachelor’s degree from an accredited four-year college or university.
• CFP® certification or equivalent professional designation.
• 5–8 years of experience in wealth management, financial planning, investment advisory, or related financial services role.

Responsibilities

• Develop and strengthen trusted relationships with new and existing high-net-worth clients through proactive, personalized service.
• Serve as the Associate Advisor for the majority of client relationships while progressively assuming Lead Advisor responsibilities for a growing segment of clients.
• Lead and support the financial planning process from initial discovery through implementation, ongoing monitoring, and long-term strategy refinement.
• Design and present sophisticated financial plans and investment strategies tailored to each client’s unique goals and circumstances.
• Coordinate with clients’ attorneys, CPAs, insurance professionals, and other trusted advisors to deliver integrated wealth management solutions.

Skills

Communication

Presentation

Relationship management

Leadership

Education

Bachelor's degree

CFP certification

Tools

MoneyGuidePro

Microsoft Dynamics

Tamarac

Fidelity/Schwab platforms

Job description

Judson Group, retained by a well-established independent wealth management firm, seeks a Wealth Service Advisor – CFP to serve high-net-worth individuals with comprehensive financial planning and investment management.

The role blends technical expertise with relationship management, developing tailored financial plans and coordinating with clients’ trusted advisors to deliver integrated wealth solutions.