Completed Wealth Management Listings

Managing Director/Lead Advisor | Chicago, Illinois

Reference Number: HRJ7093 Location: Chicago, Illinois Judson Group has partnered with a privately held wealth management firm with an excess of $10B AUM in the search for a Managing Director/Lead

Director of Human Capital – Wealth Management | Detroit, Michigan

Reference Number: HRJ7092 Location: Detroit, Michigan Judson Group is working with a long-time client to replace their retiring Director of Human Capital – Wealth Management. This individual will be responsible

Client Service Associate | Pittsford, New York

Reference Number: MHH7085 Location: Pittsford, New York Judson Group has partnered with a top-tier RIA in Pittsford, NY to add a Client Service Associate to support the firm’s financial advisors

Lead Advisor | Ann Arbor, Michigan

Reference Number: HRJ7082 Location: Ann Arbor, Michigan Judson Group has been retained by a boutique fee-only wealth management firm in the search for a Lead Advisor to manage existing client

Practice Manager | Remote

Reference Number: HRJ7071 Location: Remote Judson Group has partnered with a well-respected Wealth Management firm in the search for a Practice Manager. This individual will report directly to the owner

Financial Planner | Parsippany, New Jersey

Reference Number: HRJ6736 Location: Parsippany, New Jersey Judson Group has been retained by a growing financial management firm to add a Financial Planner to their team. This individual will be

Wealth Advisor | Houston, Texas

Reference Number: MH7035 Location: Houston, Texas 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

Director of Client Services | Pittsburgh, Pennsylvania

Reference Number: HRJ7055 Location: Pittsburgh, Pennsylvania Judson Group has been retained by a highly regarded, fee-only RIA in the search for a Director of Client Services for their Wexford office.

Investment and Trading Specialist | Central New Jersey

Reference Number: MHH6927 Location: Central New Jersey Judson Group has partnered with a leading independent, privately-held wealth management firm in Central New Jersey to add an Investment and Trading Specialist

Wealth Advisor | Dallas, Texas

Reference Number: MH7043 Location: Dallas, Texas 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