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Senior Lead Advisor

Reference Number: JM5815
Location: West Deptford, New Jersey

The Judson Group has partnered with a highly regarded and ambitious wealth management firm in West Deptford, NJ with around $300MM AUM in the search for a Senior Lead Advisor to take over an existing client base. The firm is known for its client-first approach and strong company culture.

The ideal candidate has extensive financial planning experience, strong investment knowledge, and a true passion for building client relationships. The Senior Lead Advisor will be responsible for maintaining and growing a client base over time.

Responsibilities and Requirements:

• Responsible for satisfaction and retention of the firm’s wealth management clients.

• Responsible for developing comprehensive financial plans and long-term investment strategies.

• Business development experience preferred.

• 10+ years of wealth experience, 5+ years specifically managing and growing a Mass Affluent/HNW client base required.

• Experience working with clients with $500K+ investable assets preferred.

• CFP and Undergraduate degree required.

• Credentials including JD, CPA, CFA, and MBA preferred.


• Competitive base salary.

• Bonus potential based on individual goals and company performance.


West Deptford, NJ

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