Month: July 2021

Trust Specialist | Indianapolis, Indiana

Reference Number: HRJ2121 Location: Indianapolis, Indiana Judson Group has partnered with a privately held wealth management firm in the search for a Trust Specialist focused on administration of all trusts.

Chief Operating Officer | Brighton, Michigan

Reference Number: HRJ7187 Location: Brighton, Michigan Judson Group has been retained by a local hybrid RIA and Insurance firm to help them add a Chief Operating Officer to their team.

Financial Advisor – Existing Clients | Madison, Wisconsin

Reference Number: HRJ6925 Location: Madison, Wisconsin Judson Group has been retained by a successful independent financial services firm in the search for a Financial Advisor – Existing Clients. This individual

Wealth Advisor | Tampa, Florida

Reference Number: MH7195 Location: Tampa, Florida Judson Group has been retained by a highly regarded fee-only RIA with a national presence in the search for a Wealth Advisor. This individual

Associate Wealth Advisor | Auburn Hills, Michigan

Reference Number: HRJ7029 Location: Auburn Hills, Michigan Judson Group has been retained by an RIA with over $600MM AUM in their search for an Associate Wealth Advisor. This individual will

Lead Advisor/Tax Planner | Boston, Massachusetts

Reference Number: HRJ7186 Location: Boston, Massachusetts Judson Group has been retained by a leading RIA with over $28B AUM in the search for a Lead Advisor/Tax Planner. The firm is

Director of Membership | Chicago, Illinois

Reference Number: HRJ7169 Location: Chicago, Illinois Judson Group has partnered with a leading family office consulting organization in the search for a Director of Membership. This organization serves families of

Senior Wealth Advisor | Pittsburgh, Pennsylvania

Reference Number: MHH7188 Location: Pittsburgh, Pennsylvania Judson Group has partnered with a trusted, privately held Business Advisory Firm and Multi-Family Office to add a Senior Wealth Advisor to their growing