Author: Eric Szubinski

Senior Client Service Specialist | Cleveland, Ohio

Reference Number: HRJ7551 Location: Cleveland, Ohio Judson Group has partnered with a quickly growing, award winning, wealth management firm located in the greater Cleveland area to help them add a

Director of Operations and Compliance – Wealth Management | Remote

Reference Number: HRJ7548 Location: Remote Judson Group has been retained by a growing boutique RIA to add a Director of Operations and Compliance – Wealth Management. The ideal candidate has

Chief Operating Officer – Wealth Management | Montpelier, Vermont

Reference Number: MHH7550 Location: Montpelier, Vermont Judson Group has been retained by an independent, employee-owned investment management firm in the search for a Chief Operating Officer – Wealth Management. This

Director of Investment Operations | San Diego, California

Reference Number: HRJ7517 Location: San Diego, California Judson Group has been retained by a boutique RIA in the search for a Director of Investment Operations. The firm caters to both

Financial Manager | Minneapolis, Minnesota

Reference Number: HRJ7545 Location: Minneapolis, Minnesota Judson Group has partnered with a $5B+ independent financial planning and investment advisory firm in the search for a Financial Manager. This role reports

Wealth Advisor | Phoenix, Arizona

Reference Number: HRJ7502 Location: Phoenix, Arizona Judson Group has partnered with a $8B+ AUM RIA with a national presence in the search for a Wealth Advisor. This individual will be

Senior Wealth Advisor | Redwood City, California

Reference Number: HRJ7405 Location: Redwood City, California Judson Group has been retained by a growing independently held RIA in the search for a Senior Wealth Advisor. This individual over time

Wealth Advisor | Oklahoma City, Oklahoma

Reference Number: HRJ7546 Location: Oklahoma City, Oklahoma Judson Group has been retained by a prominent financial advisory firm in their search for a Wealth Advisor. This individual will work closely

Tax Advisor | Columbia, Maryland

Reference Number: MHH7549 Location: Columbia, Maryland Judson Group has been retained by a fee-only wealth management firm in the search for a Tax Advisor. This individual will support tax functions

Financial Advisor | Westport, Connecticut

Reference Number: MHH7547 Location: Westport, Connecticut Judson Group has been retained by a growing wealth management firm in the search for a Financial Advisor to develop and manage client relationships.