Wealth Service Advisor - CFP

Judson Group is proud to be partnered with a dynamic, fast-growing RIA in the search for a Wealth Service Advisor - CFP. The firm’s mission comes to life through proactive planning, deep client relationships, and an unwavering commitment to trust and integrity. This is a close-knit, highly collaborative team where service is the north star—from the front desk to the firm’s owner.This is a high-impact role for an experienced financial professional who excels at building lasting relationships, delivering exceptional client service, and supporting wealth planning. As a key team member, you’ll manage and deepen relationships with existing clients, helping them achieve their financial goals with precision, care, and a commitment to excellence.We’re seeking a high-integrity, detail-oriented Wealth Service Advisor who partners closely with Lead Advisors to deliver comprehensive planning and serve as a trusted client contact. You’ll help maintain strong, long-term relationships and ensure a seamless experience across the planning lifecycle—from data gathering to ongoing service.Why You’ll Love This Role:You’ll become a trusted day-to-day resource for clients while developing deep expertise in financial planning.You’ll build meaningful, long-term relationships and become a trusted day-to-day resource for clients.You’ll work alongside experienced advisors and accelerate your growth through real client situations.You’ll see the direct impact of your work in helping clients make confident financial decisions.What You’ll Be Doing:Serve as a primary service contact for an assigned group of client relationships, with a strong focus on responsiveness, accuracy, and retention.Support the delivery of objective, fiduciary advice by assisting with financial planning, investment analysis, and client service needs.Prepare for client meetings by reviewing financial plans, portfolio data, and prior communications.Participate in client meetings and calls, ensuring follow-through on action items and a high-quality client experience.Execute ongoing service requests including account maintenance, planning updates, and portfolio-related changes.Coordinate comprehensive wealth management services, including financial planning, tax strategies, estate considerations, and investment implementation.Collaborate with internal team members and external professionals (CPAs, attorneys, insurance specialists) to support client needs.Maintain accurate and timely documentation within the CRM system.Adhere to firm processes for communication, service cadence, and relationship management.Assist in data gathering, scenario modeling, and financial plan development.Utilize planning technology to support analysis, reporting, and client deliverables.Guide clients through onboarding, account setup, and asset transfers in coordination with operations.Identify opportunities to enhance the client experience and deepen relationships through proactive service and planning support.What We’re Looking For:Bachelor’s degree in finance, business, accounting, economics, or related field.5+ years of client-facing experience in financial planning, wealth management, or a related field.CFP® designation REQUIRED.Strong proficiency in Microsoft Office and financial planning/CRM tools.Experience with platforms such as Redtail, Holistiplan, eMoney, Schwab, Orion, Riskalyze, or similar is a plus.Compensation & Benefits:Competitive base salary.Performance-based bonus.Comprehensive benefits package.Location: San Diego, California