Wealth Advisor - Orlando - Judson Group

    Judson Group
    Judson Group Orlando

    3 days ago

    Description

    Judson Group is proud to partner with a fast-growing, nationally recognized RIA with over $19B in AUM in the search for a Wealth Advisor CFP. This is an outstanding opportunity to join a top-rated firm with a reputation for delivering sophisticated planning, personalized investment strategies, and a client experience that goes beyond expectations.

    In this client-facing role, youll partner closely with Managing Advisors and client service professionals to design and execute holistic wealth strategies for high-net-worth individuals and families. Youll serve as a trusted resourcebuilding relationships, delivering results, and helping clients live with greater confidence and clarity.

    If youre a seasoned CFP who thrives in a collaborative, fast-paced environment and wants to play a key role in a nationally prominent advisory team, this could be your next big career move.

    Why Youll Love This Role:

    • Join a nationally respected RIA with an impressive growth trajectory and deep planning capabilities.
    • Collaborate with smart, supportive professionals who value excellence and partnership.
    • Leverage cutting-edge tools and resources to deliver best-in-class client service.
    • Clear advancement opportunities in a performance-driven and people-first culture.

    What Youll Be Doing:

    • Build and manage deep, trusted relationships with clients by leading and supporting ongoing wealth planning conversations.
    • Work closely with Managing Advisors to implement customized financial, estate, tax, and retirement plans.
    • Lead client and prospect meetings, guiding discussions with clarity, professionalism, and empathy.
    • Analyze financial data, identify gaps, and develop sophisticated strategies that reflect client goals and life stages.
    • Handle client action items from start to finishensuring follow-through and a seamless advisory experience.
    • Manage account administration, cash flow requests, and all financial planning inquiries.
    • Coordinate investment implementation and trading needs with the Asset Management Department.
    • Collaborate with the client service team to ensure a white-glove client experience at every touchpoint.

    What Were Looking For:

    • Minimum 5 years of experience in a client-facing, advisor role.
    • Expertise in comprehensive financial planning, portfolio strategy, and client relationship management.
    • High emotional intelligence, strong communication skills, and an unwavering commitment to client service.
    • Detail-oriented, organized, and capable of managing multiple complex priorities with precision.
    • Familiarity with CRM systems, financial planning tools, and portfolio management software.
    • Competitive base salary with performance-driven bonuses.
    • Full benefits package including health, retirement, and professional development support.
    • Opportunity to grow within a nationally recognized, forward-thinking advisory firm.
    • A team environment that values integrity, innovation, and long-term successfor you and your clients.

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