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


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

Associate Wealth Planner | Pittsburgh, Pennsylvania

Reference Number: MHH7571 Location: Pittsburgh, Pennsylvania Judson Group has been retained by a nationally recognized wealth management firm located in Pittsburgh in the search for an Associate Wealth Planner. This individual will support the firm’s Senior Advisors in serving clients, the creation of financial plans/research, and sales support. The ideal candidate will have experience preparing

Client Relationship Specialist – Wealth Management | Marlton, New Jersey

Reference Number: MHH7565 Location: Marlton, New Jersey Judson Group has been retained by a successful fee-only wealth management firm in the search for a Client Relationship Specialist – Wealth Management. This is an outstanding opportunity for an experienced client service professional to partner with the founder of the firm and a team of advisors. The

Wealth Management Investment Strategist | Nashville, Tennessee

Reference Number: MHH7561 Location: Nashville, Tennessee Judson Group has been retained by a fee-only wealth management firm in the search for a Wealth Management Investment Strategist – Nashville. This individual will be support investment functions for clients. This role will also work closely with various team members to support investment management responsibilities including trading, monitoring

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