Month: January 2023

Client Service Associate – Wealth Management | Atlanta, Georgia

Reference Number: MHH7467 Location: Atlanta, Georgia Judson Group has been retained by a holistic independent financial advisory firm in the search for a Client Service Associate. The firm is known

Wealth Advisor – CFP | Seattle, Washington

Reference Number: HRJ7468 Location: Seattle, Washington Judson Group has been retained by a $4B+ AUM RIA with a national presence in the search for a Wealth Advisor – CFP. This

Chief Operating Officer – Wealth Management | Dallas, Texas

Reference Number: MHH7460 Location: Dallas, Texas Judson Group has been retained by an independent boutique multifamily office in the search for a Chief Operating Officer to help grow the firm

Lead Wealth Advisor | Middleburg Heights, Ohio

Reference Number: HRJ7227 Location: Middleburg Heights, Ohio Judson Group has been retained by a rapidly growing, fee-only RIA in the search for a Lead Wealth Advisor. This individual will be

Financial Planner | Dallas, Texas

Reference Number: MHH7466 Location: Dallas, Texas Judson Group has been retained by a holistic independent financial advisory firm in the search for a Financial Planner. This individual will be supporting

Wealth Strategist – CPA | Nashville, Tennessee

Reference Number: MHH7464 Location: Nashville, Tennessee Judson Group has been retained by a fee-only wealth management firm in the search for a Wealth Strategist – CPA. This individual will support