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Filling an important role is about more than how someone looks on paper. As wealth management industry experts, we apply our knowledge of the marketplace to understanding your company’s specific needs. With that in mind, we hand-select candidates we’ve gotten to know, both personally and professionally, to make sure they’re the right fit for you. At Judson Group we work person to person, algorithms aside, to help you find someone who not only gets the job done, but shares your vision and contributes to your company culture. Someone who’s prepared to do their best work, so you can do yours.
recently completed searches
Portfolio Manager – Wealth Management | The Woodlands, Texas
Reference Number: MHH7665 Location: The Woodlands, Texas Judson Group has partnered with a successful fee-only financial planning and investment firm located in The Woodlands, TX in the search for a Portfolio Manager – Wealth Management. This individual will be creating and managing investment portfolios for clients. Responsibilities will include crafting investment packages, managing client expectations,
Associate Wealth Manager | Boca Raton, Florida
Reference Number: HRJ7658 Location: Boca Raton, Florida Judson Group has partnered with a $19B+ AUM RIA with a national presence in the search for an Associate Wealth Manager. This individual will be helping grow the firm. The ideal candidate will have experience handling complex client transactions, implementing investment and financial planning recommendations, supporting client meetings, and
Senior Wealth Manager – CFP | Boston, Massachusetts
Reference Number: MHH7644 Location: Boston, Massachusetts/Travel to Dallas for training (fully remote, but must live in Boston area) Judson Group has partnered with a $19B+ AUM RIA with a national presence in the search for a Senior Wealth Manager – CFP. The ideal candidate will have experience handling complex client transactions, implementing investment and financial
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