Month: May 2023

Associate Wealth Advisor | San Francisco, California

Reference Number: HRJ7514 Location: San Francisco, California Judson Group has been retained by a female founded RIA with a business owner and tech executive client focus in it’s search for

Lead Client Advisor | Chicago, Illinois

Reference Number: HRJ7510 Location: Chicago, Illinois Judson Group has been retained by a privately-held RIA with over $1.3B AUM in the search for a Lead Client Advisor to take on

Wealth Management – Operations & Client Service Manager | Meriden, Connecticut

Reference Number: MHH7511 Location: Meriden, Connecticut Judson Group has been retained by a highly regarded independent wealth management firm in the search for a Wealth Management – Operations & Client Service

Wealth Management – Investment Trader | Westport, Connecticut

Reference Number: MHH7509 Location: Westport, Connecticut Judson Group has partnered with a growing, national financial services firm in Westport, CT to add a Wealth Management – Investment Trader  to their

Director of Operations – Wealth Management | Venice, Florida

Reference Number: HRJ7512 Location: Venice, Florida Judson Group has been retained by a dynamic and growth-oriented independent RIA on Florida’s Gulf Coast in the search for a Director of Operations.