Private Wealth Advisor
judson groupBel Air (MD)
$200,000
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Posted today
judson groupBel Air (MD)
SENIORITY
Senior
SALARY
$200,000
About the role
Location:
Must be located in any of the following markets to work a hybrid schedule: Chicago, Indianapolis, Cincinnati, Cleveland, Columbus, Detroit, Ann Arbor, Dallas, New York City, Atlanta, Phoenix, Boca Raton, Denver, San Francisco, Nashville, Seattle Judson Group is proud to partner with a nationally established, independent wealth management firm with an impressive footprint of more than 40 offices across the country and over $45 billion in AUM in the search for an accomplished Private Wealth Advisor to serve high- and ultra-high-net-worth individuals, families, family offices, and foundations. This is an opportunity to leverage relationships seeded from a referral channel along with internal marketing efforts and drive sophisticated wealth strategies backed by a comprehensive team of investment, financial planning, tax, trust, and estate planning professionals. You’ll have the resources and flexibility to develop a practice aligned with your expertise and long-term goals. Why You'll Love This Role: Develop meaningful client relationships, expand your book of business, and create opportunities to build a team as your practice grows. Leverage an established investment platform and in-house specialists across financial planning, tax, estate planning, trust services, and alternative investments. Bring clients access to institutional relationships and private market opportunities, including private equity, private credit, and co-investments. Join an expanding independent wealth management organization with opportunities for professional development and future leadership.
What You'll Be Doing:
Develop and implement customized wealth management strategies encompassing investment management, financial planning, asset allocation, tax and estate planning, and alternative investments.
Own and expand a portfolio of high- and ultra-high-net-worth client relationships, serving as a trusted advisor and primary point of contact.
Build on referral-driven relationships while strengthening outreach through internal marketing efforts.
Identify opportunities to deepen existing relationships, attract new clients, and grow assets under management.
Build and maintain referral relationships with attorneys, CPAs, investment bankers, and other centers of influence.
Lead prospective client meetings and manage the relationship development process from initial engagement through onboarding.
Conduct ongoing portfolio reviews, monitor investment performance, anticipate client needs, and adjust strategies as objectives evolve.
Partner with internal investment, planning, tax, trust, and client service teams to deliver coordinated wealth management solutions.
Maintain accurate records of client interactions, prospect activity, and relationship development.
What We're Looking For:
5–7+ years of experience in wealth management, financial advisory, or a comparable entrepreneurial business development environment.
Bachelor's degree in finance, business, or a related discipline.
CFP, CFA, CPA, or CIMA designation preferred.
Series 65 license required or must be obtained within 90 days of employment.
Proven ability to attract, develop, and retain high-net-worth and ultra-high-net-worth client relationships.
Demonstrated business development skills, including building referral networks and converting prospective clients into long-term relationships.
Strong knowledge of investment management, financial planning, portfolio construction, and comprehensive wealth strategies.
Excellent communication and relationship management skills, with the ability to translate complex financial concepts into clear recommendations.
Proficiency in Salesforce and Microsoft Office; familiarity with financial modeling and portfolio management platforms is a plus.
Compensation & Benefits:
Base salary range is $200,000 non-recoverable draw. This position is also eligible for performance-based incentive compensation tied to new client acquisition and book growth. Full benefits package.
Location:
Must be located in any of the following markets to work a hybrid schedule: Chicago, Indianapolis, Cincinnati, Cleveland, Columbus, Detroit, Ann Arbor, Dallas, New York City, Atlanta, Phoenix, Boca Raton, Denver, San Francisco, Nashville, Seattle
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