Wealth Advisor: Existing HNW​/UHNW Client

Judson Group is proud to partner with a nationally recognized wealth management, retirement advisory, and business management firm that helps individuals, families, business owners, and institutions make confident financial decisions in its search for a Wealth Advisor to join its Carmel, Indiana office.

This is an opportunity to immediately step into an established client base of 35 plus HNW/UHNW clients to start, take on new clients coming into the growing firm, and work alongside a highly collaborative team with great resources. We’re looking for a polished advisor with 10+ years of experience leading relationships. There is an immediate equity opportunity.

• Step into an established book of high-net-worth client relationships with a long-term succession plan already in place.
• Deliver truly comprehensive wealth management solutions, including advanced financial, tax, estate, charitable, and retirement planning.
• Join a collaborative team that values deep planning over product sales and prioritizes long-term client relationships.
• Partner with experienced professionals across investment management, trust, tax, retirement, and family office services to deliver customized solutions.
• Work for a firm with significant national resources while maintaining the personalized service and flexibility of a local office.

• Serve as a trusted advisor to high-net-worth individuals and families, delivering personalized wealth management and comprehensive financial planning strategies.
• Take ownership of an established client base while cultivating lasting relationships built on trust and exceptional service.
• Develop sophisticated planning recommendations across investments, retirement, tax strategies, estate planning, charitable giving, education funding, lending, and cash flow management.
• Lead client meetings, present thoughtful recommendations, and guide clients through important financial decisions.
• Monitor portfolio performance and proactively recommend adjustments aligned with clients’ evolving goals and market conditions.
• Collaborate closely with investment professionals, attorneys, accountants, and other outside advisors to deliver integrated planning solutions.
• Prepare financial plans, investment proposals, and customized presentations for both existing and prospective clients.
• Oversee client service activities, ensuring a seamless and high-touch experience from onboarding through ongoing relationship management.
• Expand existing relationships through referrals, community involvement, and strategic networking with local COIs.

• 10+ years of experience serving high-net-worth clients within a wealth management or financial planning environment.
• CFP® designation or other advanced wealth management credential strongly preferred.
• Bachelor’s degree in Finance, Financial Planning, Accounting, Business, Economics, or a related field.
• An entrepreneurial mindset with the desire to grow a practice while becoming the next leader of a highly respected office.
• A relationship-driven advisor who excels at building trust and delivering thoughtful, comprehensive planning advice.
• Strong understanding of investment management, retirement planning, tax planning, estate strategies, insurance, and complex financial planning concepts.
• Very Competitive base salary + bonus structure. Guaranteed compensation level while slowly converting a revenue based payout on top of base salary to allow for further compensation growth.