Seeking Talented Candidates | Wealth Management

meet your wealth management industry search professionals:

Hunter Judson, JR
Principal, Wealth Management Practice Director
Michael Hoffman
Wealth Management Search Consultant
Morgan Reeves
Wealth Management Search Consultant
Eric Szubinski
Director of Research

Services

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

Client Service Associate – Wealth Management | Atlanta, Georgia

Reference Number: MHH7467 Location: Atlanta, Georgia Judson Group has been retained by a holistic independent financial advisory firm in the search for a Client Service Associate. The firm is known for their commitment to building client relationships and providing individualized investment management solutions. This candidate will have the unique role of providing high-touch client service

Senior Wealth Client Service Associate | Dallas, Texas

Reference Number: MHH7446 Location: Dallas, Texas Judson Group has been retained by a leading holistic independent financial advisory firm in the search for a Senior Wealth Client Service Associate. The firm is known for their commitment to building client relationships and providing individualized investment management solutions. This candidate will have the unique role of providing

Financial Advisor/Financial Planner | Austin, Texas

Reference Number: MHH7443 Location: Austin, Texas Judson Group has partnered with a growing RIA in Austin in the search for a Financial Advisor/Financial Planner. This individual will be supporting the firm’s Senior Advisors with financial advising/planning responsibilities while taking on lead client responsibilities as appropriate. The ideal candidate will have experience handling client transactions, implementing


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