Job Description

Judson Group is proud to partner with a premier wealth and financial services firm in the search for a Lead Wealth Advisor . Renowned for its sophisticated approach to serving ultra-high-net-worth (UHNW) individuals and families, this firm delivers best-in-class financial planning and investment management—enhanced by elite offerings in Private Placements, advanced Insurance Solutions, Business Planning, and world-class Wealth Management strategies. This is a rare opportunity for a seasoned advisor to take their career to the next level with a forward-thinking firm known for its personalized, high-touch client service and deeply collaborative culture. Why You’ll Love This Role: Work with an elite UHNW client base seeking sophisticated, personalized financial strategies. Access a full suite of advanced planning tools—Private Placements, business planning, insurance optimization, and more. Join a dynamic, growth-focused firm that values initiative, creativity, and new ideas. Be part of a collaborative, expert team that supports your success and encourages continuous learning. Help clients achieve their most important life goals and leave lasting legacies. Play a central role in shaping client relationships, team dynamics, and strategic direction. What You’ll Be Doing: Serve as a trusted financial partner, guiding clients through complex financial decisions with clarity and confidence. Provide timely, relevant advice by staying current on economic trends, regulatory updates, and investment strategies. Collaborate with internal specialists to deliver comprehensive, customized wealth plans that reflect each client’s unique needs and goals. Proactively deepen relationships with existing clients while identifying and securing new opportunities. Prepare and deliver persuasive presentations and proposals that highlight the firm’s differentiated value. Handle sensitive client situations with empathy and professionalism, ensuring long-term satisfaction and loyalty. What We’re Looking For: Bachelor’s degree (MBA, CFA, or CFP highly preferred). At least 5 years of investment advisory or wealth management experience working with high-net-worth or UHNW clients. Deep knowledge of investment markets, financial planning, and complex wealth strategies. Strong communication, presentation, and client-facing skills. A proven ability to interpret client needs and deliver tailored, effective solutions. Collaborative mindset with a high level of personal initiative and integrity. Compensation & Benefits: Competitive base salary + bonus. Comprehensive benefits package. Location: Morristown, New Jersey

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