Senior Wealth Manager

Judson Group is excited to partner with a nationally recognized, $29B+ AUM Registered Investment Advisor (RIA) in the search for a Senior Wealth Manager. This is a very rare opportunity to work with a leading Advisor in the market. For the right person, this opportunity will assume a significant portion of the book of clients over time.This is your opportunity to join a respected, fast-growing firm with a strong national footprint—where your voice matters, and your future has no ceiling.Why You’ll Love This Job:You’ll make a real impact on clients’ financial lives, guiding them through meaningful life decisions with clarity and confidence.You’ll be surrounded by smart, driven professionals who are generous with their knowledge and focused on shared success.Your expertise will be valued, and your contributions will be acknowledged with competitive compensation and ongoing development.What You'll Be Doing:Be the go-to Advisor for a sophisticated client base, offering white-glove service and proactive relationship management.Lead comprehensive financial planning and investment strategy conversations, guiding clients through portfolio performance reviews, tax planning, cash flow projections, and more.Create and present customized client reports and investment plans that reflect deep research and analysis.Execute trades, reconcile portfolios, and monitor ongoing financial strategies to ensure alignment with client goals.Stay ahead of market trends and client needs, offering thoughtful, data-driven recommendations.Collaborate with a smart, driven team of professionals—because we grow stronger together.What We're Looking For:8+ years of client-facing experience in wealth management, preferably within an RIA or similar environment.Bachelor’s Degree required.CFP® or CFA designation required.Series 65 or 66 required (or willingness to obtain within a specified timeframe).Proficient in Microsoft Office, especially Excel.A polished communicator with strong relationship-building skills and a deep commitment to client service.Highly organized with an obsessive attention to detail and the ability to juggle multiple priorities.Proven experience with investment analysis, financial planning, and client portfolio management.A team-first mindset—you enjoy working with others and contributing to a collaborative culture.Compensation & Benefits:A competitive compensation package, including base salary, performance bonus, and full benefits.Career development with significant upward mobility—this is a firm that invests in your growth.Location: Boulder, Colorado