Private Wealth Advisor - CFP

Private Wealth Advisor – CFP | Manhattan Beach, California

Reference Number : HRJ7775

Location : Manhattan Beach, California

Judson Group is proud to partner with a distinguished, boutique wealth management firm overseeing approximately $700MM in AUM. Known for delivering a personalized, high-touch experience, the firm serves high-net-worth individuals and families through comprehensive, holistic financial planning.

We are seeking a client-centric, strategic, and experienced Private Wealth Advisor – CFP to join this collaborative team. This is an exciting opportunity to work directly with high-net-worth clients, shaping and refining financial strategies that help them reach their life goals. You'll be a key player in enhancing the client experience while working alongside a tight-knit group of professionals who are passionate about delivering top-tier financial solutions.

Why You'll Love This Role :

• Work closely with clients on life-changing financial decisions—from retirement to estate planning and beyond.
• Advisors here lead the strategy and execution of financial plans, supported by an internal planning and operations team.
• Help grow the firm's legacy by nurturing long-term client relationships, including next-generation clients and new referrals.
• Enjoy a hybrid schedule in beautiful Manhattan Beach, promoting both flexibility and in-person collaboration.

What You'll Be Doing :

What We're Looking For :

Reference Number : HRJ7775

Location : Manhattan Beach, California

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