Job Description

Judson Group has been exclusively retained by 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, you'll partner closely with Managing Advisors and client service professionals to design and execute holistic wealth strategies for high-net-worth individuals and families. You'll serve as a trusted resource—building relationships, delivering results, and helping clients live with greater confidence and clarity.

If you're 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 You’ll Love This Role:

• Join a nationally respected RIA with an impressive growth trajectory and deep planning capabilities.
• Help high-net-worth clients navigate life’s most important financial decisions.
• 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 You'll 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 finish—ensuring 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 We’re Looking For:

• CFP® certification required.
• Bachelor’s degree required.
• Minimum 7 years of experience in a client-facing, lead 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.

Compensation & Benefits:

• 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 success—for you and your clients.

Location: San Antonio, Texas

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