Wealth Advisor

Reference Number: HRJ
7848

Location:

Grand Rapids, Michigan

Judson Group is proud to partner with a respected private investment and wealth management firm in downtown Grand Rapids, MI in the search for a relationship-driven Wealth Advisor
.

This is an opportunity for a polished advisor to step into a highly visible role serving high-net-worth individuals and families. You’ll act as the primary trusted advisor—delivering sophisticated planning strategies, deepening multi-generational relationships, and contributing to the continued growth of a collaborative, client-first firm.

If you are energized by complex planning, personalized client service, and building meaningful relationships that last for generations, this role offers both impact and autonomy.

• Serve as the primary advisor to sophisticated clients who value thoughtful, long-term guidance.
• Work alongside a team of specialists committed to delivering comprehensive wealth strategies.
• Play a meaningful role in expanding the firm’s client base and deepening existing relationships.
• Operate with autonomy in a nimble, growing firm where your contributions are visible and valued.
• Help families preserve wealth, plan legacies, and navigate life’s most important financial decisions.

• Deliver comprehensive, customized wealth plans addressing retirement, asset allocation, risk management, wealth preservation, tax strategies, and wealth transfer.
• Apply advanced knowledge of investments, federal and state taxation, fiduciary matters, and planning strategies to proactively guide affluent clients through complex financial decisions.
• Conduct in-depth financial reviews and provide recommendations aligned with each client’s goals, risk tolerance, and preferences.
• Serve as trustee when appointed, fulfilling fiduciary responsibilities with care and integrity.
• Stay ahead of market trends, product developments, and planning strategies to provide timely, informed guidance.
• Coordinate and collaborate with internal specialists and external advisors (attorneys, accountants, and other centers of influence) to deliver seamless, holistic service.
• Develop and execute annual account service plans aligned with client segmentation and service standards.
• Resolve client issues thoughtfully and efficiently, reinforcing your role as the primary relationship lead.
• Ensure a consistent, high-quality client experience across all touchpoints.
• Proactively source and cultivate new client relationships through personal prospecting and referral development.
• Build and manage your own pipeline of opportunities.
• Earn referrals from existing clients, professional partners, and centers of influence.
• Leverage strong relationship management and consultative sales skills to grow revenue in a competitive marketplace.

• Bachelor’s degree in Finance or related field (advanced degree or professional certification required).
• 5+ years of experience serving high-net-worth clients, including both relationship management and business development.
• Strong knowledge of income, gift, estate, generation-skipping, and fiduciary taxation.
• Demonstrated success driving revenue growth in a competitive wealth management environment.
• Exceptional interpersonal, negotiation, analytical, and communication skills.
• Ability to thrive in a small, fast-growing firm—balancing multiple priorities with flexibility and professionalism.
• An existing book of business is welcomed but not required.
• Willingness to travel approximately 25% for client meetings and events.
• Competitive base salary and bonus

Reference Number: HRJ
7848

Location:

Grand Rapids, Michigan