Judson Group is seeking a Wealth Service Advisor - CFP in San Diego, California. This pivotal role involves managing client relationships, delivering top-notch financial planning, and collaborating with Lead Advisors. Ideal candidates will have a Bachelor's degree and over 5 years of experience in client-facing financial roles. Proficiency in Microsoft Office and CRM tools is necessary. The company values integrity and excellence in service, promoting a close-knit team atmosphere that aims for outstanding client experiences.#J-18808-Ljbffr