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
Libby Dingfield
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

Advisor Support Generalist – Wealth Management | McLean, Virginia

Reference Number: MHH7609 Location: McLean, Virginia Judson Group has been retained by an ever-evolving financial services firm offering solutions to independent advisors based on their preferred level of ownership and responsibility in the search for an Advisor Support Generalist – Wealth Management. The Advisor Support Generalist will have the unique role of providing high-touch client

Client Service Associate – Wealth Management | McLean, Virginia

Reference Number: MHH7598 Location: McLean, Virginia Judson Group has been retained by an ever-evolving financial services firm offering solutions to independent advisors based on their preferred level of ownership and responsibility in the search for a Client Service Associate – Wealth Management. The Client Service Associate will have the unique role of providing high-touch client service

Client Service Associate – Wealth Management | Palo Alto, California (Remote)

Reference Number: HRJ7599 Location: Palo Alto, California (Remote) Mountain or Pacific Time Zones Only Judson Group is working with a growing fee-only, independently owned RIA with over $1.3B AUM in their search for a Client Service Associate. This individual be responsible for building and maintaining deep relationships with the firm’s clients and supporting the advisors


Let's Connect


    WealthBankingIT


    Talent seeking opportunitiesEmployer seeking talent