Completed Wealth Management Listings

Wealth Advisor | Chapel Hill, North Carolina

HRJ6231 – Completed Judson Group has partnered with a highly regarded fee-only wealth management firm with over $1.1B AUM in the search for a Wealth Advisor. This individual will be handling

Director of Operations | Milwaukee, Wisconsin

HRJ5982 – Completed Judson Group has been retained by a highly-regarded, privately-held RIA with multiple Midwestern locations in the search for a Director of Operations. The Director of Operations reports

Financial Advisor | Salt Lake City, Utah

HRJ5914 – Completed Judson Group has partnered with a growing wealth management firm in the search for a Financial Advisor. This individual will be taking over an existing client base

Chief Investment Officer | Indianapolis, Indiana

HRJ5806 – Completed Judson Group has been engaged by a privately-held, multi-billion-dollar RIA in the search for a Chief Investment Officer. The firm caters exclusively to UHNW families and institutional

Wealth Advisor | Chicago, Illinois or Minneapolis / St. Paul, Minnesota

HRJ5760 – Completed Judson Group has partnered with a growing wealth management firm with a great reputation, strong leadership, and over $10B AUM in the search for a Wealth Advisor.

Financial Planning Specialist | Ann Arbor, Michigan

HRJ5740 – Completed Judson Group has partnered with a well-established RIA in the search for a Financial Planning Specialist. This individual will support the firm’s Senior Advisors in serving clients

Client Service Associate | Grand Rapids, Michigan

HRJ6064 – Completed Judson Group has partnered with a growing independently held RIA in the search for a Client Service Associate. The firm is known for their commitment to building

Chief Compliance Officer | Troy, Michigan

HRJ5784 – Completed Judson Group has been retained by a fee-only Wealth Management firm (RIA) in the search for a Chief Compliance Officer. The ideal candidate will have experience leading a

Associate Advisor | Grand Rapids, Michigan

HRJ5898 – Completed Judson Group has partnered with a growing independently held RIA in the search for an Associate Advisor. This individual will be supporting the firm’s Senior Advisors with

Financial Planning Specialist | Indianapolis, Indiana

Reference Number: HRJ5884 – Completed Location: Indianapolis, Indiana Judson Group has partnered with a comprehensive, fee-only wealth management firm in the search for a Financial Planning Specialist. This individual will