Active Searches | Wealth Management

Reference Number: HRJ7825 Location: Chicago, Illinois Judson Group is proud to partner with a premier, $29B+ AUM Registered Investment Advisor with a strong national footprint in the search for a Senior Wealth Advisor. This role is tailor-made for a dynamic, results-driven advisor with a passion for business development and a track record of success working

Reference Number: HRJ7824 Location: Bellevue, Washington Judson Group is excited to partner with a nationally recognized, $29B+ AUM Registered Investment Advisor (RIA) in the search for a Senior Wealth Manager. This is a high-impact, client-facing role for an experienced professional who thrives on building lasting relationships, delivering exceptional financial guidance, and contributing to a collaborative,

Reference Number: MHH7828 Location: Nashville, Tennessee Judson Group is proud to partner with a highly respected, growth-oriented Registered Investment Advisor in the search for a Lead Advisor. This is an opportunity to step into a visible, influential role where your expertise, relationships, and leadership will help shape the future of a well-established firm and the

Reference Number: HRJ7660 Location: Detroit, Michigan Judson Group is excited to partner with a nationally recognized, $29B+ AUM Registered Investment Advisor (RIA) in the search for a Senior Wealth Manager. This is a high-impact, client-facing role for an experienced professional who thrives on building lasting relationships, delivering exceptional financial guidance, and contributing to a collaborative,

Reference Number: HRJ7820 Location: Miami, Florida Judson Group is proud to partner with a leading global asset and wealth management firm—recognized as one of the top liquid alternative asset managers in the world. With innovative strategies across all asset classes, this firm serves major corporations and high-net-worth individuals with offices across the nation and through

Reference Number: HRJ7821 Location: Salt Lake City, Utah (Remote) Judson Group has been retained by a well-known $2B RIA to identify a driven, detail-oriented Senior Marketing Coordinator. This role is ideal for a marketing professional who thrives at the intersection of creativity and analytics, enjoys collaborating across teams, and takes pride in delivering high-quality, polished

Reference Number: MHH7819 Location: Boston, Massachusetts Judson Group has partnered with a leading $29B+ national RIA in their search of an Associate Wealth Advisor – Business Development to join their Business Development team. This is a unique opportunity to make an immediate and meaningful impact—helping expand the firm’s reach and shaping the future of its

Reference Number: HRJ7811 Location: Atlanta, Georgia Judson Group has partnered with a dynamic, growth-oriented Registered Investment Advisor (RIA) with over $400MM AUM in the search for a Director of Operations – Wealth Management. This highly respected firm serves affluent individuals and families with a deep commitment to delivering thoughtful guidance, world-class service, and long-term partnership.

Reference Number: HRJ7813 Location: Atlanta, Georgia Judson Group has partnered with a leading $29B+ national RIA in their search of an Associate Wealth Advisor – Business Development to join their Business Development team. This is a unique opportunity to make an immediate and meaningful impact—helping expand the firm’s reach and shaping the future of its

Reference Number: HRJ7812 Location: Atlanta, Georgia Judson Group has partnered with a rapidly growing, nationally recognized RIA managing over $29B in AUM in the search for a driven and relationship-oriented Wealth Manager. This is an exciting opportunity for a skilled advisor to step into a client-facing role supporting a dynamic, established team. In this role,

Reference Number: HRJ7810 Location: Salt Lake City, UT (Remote) Judson Group is proud to be retained by one of the nation’s largest independent retirement solution providers—an industry leader supporting more than $600MM in assets under administration in the search for a President – RIA & Retirement Plan Services. Their platform equips financial advisors with powerful

Reference Number: HRJ7809 Location: Minneapolis, Minnesota Judson Group is excited to partner with a nationally recognized, $29B+ AUM Registered Investment Advisor (RIA) in the search for a Senior Wealth Manager. This is a high-impact, client-facing role for an experienced professional who thrives on building lasting relationships, delivering exceptional financial guidance, and contributing to a collaborative,

Reference Number: HRJ7808 Location: Chicago, Illinois Judson Group is excited to partner with a nationally recognized, $29B+ AUM Registered Investment Advisor (RIA) in the search for a Senior Wealth Manager. This is a high-impact, client-facing role for an experienced professional who thrives on building lasting relationships, delivering exceptional financial guidance, and contributing to a collaborative,

Reference Number: HRJ7807 Location: Chicago, Illinois Judson Group has partnered with a rapidly growing, nationally recognized RIA managing over $29B in AUM in the search for a driven and relationship-oriented Wealth Manager. This is an exciting opportunity for a skilled advisor to step into a client-facing role with strong growth potential—and a clear path to

Reference Number: HRJ7806 Location: St. Louis, Missouri Judson Group is excited to partner with a nationally recognized, $29B+ AUM Registered Investment Advisor (RIA) in the search for a Senior Wealth Manager. This is a high-impact, client-facing role for an experienced professional who thrives on building lasting relationships, delivering exceptional financial guidance, and contributing to a

Reference Number: HRJ7805 Location: Cleveland, Ohio Judson Group is excited to partner with a nationally recognized, $29B+ AUM Registered Investment Advisor (RIA) in the search for a Senior Wealth Manager. This is a high-impact, client-facing role for an experienced professional who thrives on building lasting relationships, delivering exceptional financial guidance, and contributing to a collaborative,

Reference Number: MHH7803 Location: Osterville, Massachusetts Judson Group is proud to partner with a well-established community bank seeking a Relationship Manager – Bank Wealth for the Osterville, MA office of its Investment Management Group (IMG), serving clients throughout Cape Cod. This role is ideal for a relationship-driven professional who thrives on delivering a high-touch client

Reference Number: MHH7802 Location: Boston, Massachusetts Judson Group is proud to partner with a well-established community bank seeking a Relationship Manager – Bank Wealth for the Boston, MA office of its Investment Management Group (IMG). This role is ideal for a relationship-driven professional who thrives on delivering a high-touch client experience and enjoys being deeply

Reference Number: MHH7801 Location: Boston, Massachusetts Judson Group is proud to partner with a well-established community bank seeking an Investments Portfolio Manager – Bank Wealth to manage portfolios for affluent and high-net-worth individuals, as well as small to mid-sized institutions. This is a high-impact role for an investment professional who thrives on portfolio construction, client

Reference Number: MHH7800 Location: West Conshohocken, Pennsylvania Judson Group is proud to partner with a highly respected, $6B+ AUM RIA in the search for an experienced, client-focused Financial Advisor to join a collaborative, growth-minded team. You’ll have the opportunity to deliver comprehensive, personalized financial advice to a diverse group of clients—each with unique goals, life

Reference Number: MHH7799 Location: Pittsburgh, Pennsylvania Judson Group is proud to partner with a leading wealth management firm in Pittsburgh to identify a Retirement Plan Specialist who is passionate about helping plan sponsors and participants thrive. This is an opportunity to join a high-performing team, strengthen client relationships, and contribute to the success of a

Reference Number: MHH7797 Location: The Woodlands, Texas Judson Group is proud to partner with a successful, boutique fee-only wealth management firm in The Woodlands, TX in the search for a Trader. This firm is known for its deeply rooted values, collaborative culture, and unwavering commitment to delivering an exceptional client experience. They are a tight-knit,

Reference Number: MHH7796 Location: The Woodlands, Texas Judson Group is proud to partner with a successful, boutique fee-only wealth management firm in The Woodlands, TX in the search for a Fixed Income Portfolio Manager. This firm is known for its deeply rooted values, collaborative culture, and unwavering commitment to delivering an exceptional client experience. They

Reference Number: MHH7792 Location: Must be located in Texas for travel (Remote) Judson Group is proud to be retained by a respected RIA with almost $65B in AUM in the search for a highly motivated and strategic Managing Director, Business Development Officer (BDO). This individual will play a pivotal role in cultivating relationships and ensuring

Reference Number: HRJ7791 Location: Must be located in California/Washington/Oregon for travel (Remote) Judson Group is proud to be retained by a respected RIA with almost $65B in AUM in the search for a highly motivated and strategic Managing Director, Business Development Officer (BDO). This individual will play a pivotal role in cultivating relationships and ensuring referred

Reference Number: HRJ7794 Location: Portland, Oregon Judson Group is excited to partner with a nationally recognized, $29B+ AUM Registered Investment Advisor (RIA) in the search for a Senior Wealth Manager. This is a high-impact, client-facing role for an experienced professional who thrives on building lasting relationships, delivering exceptional financial guidance, and contributing to a collaborative,

Reference Number: HRJ7793 Location: Boise, Idaho Judson Group is excited to partner with a nationally recognized, $29B+ AUM Registered Investment Advisor (RIA) in the search for a Senior Wealth Manager. This is a high-impact, client-facing role for an experienced professional who thrives on building lasting relationships, delivering exceptional financial guidance, and contributing to a collaborative,

Reference Number: MHH7790 Location: Exeter, New Hampshire Judson Group is proud to be retained by a well-established and expanding wealth management firm recognized for its exceptional client service, collaborative team culture, and commitment to excellence. We are seeking a driven and detail-oriented Wealth Advisor – CFP to join this dynamic team. The ideal candidate brings

Reference Number: HRJ7782 Location: Bellevue, Washington Judson Group has partnered with a leading $29B+ national RIA in their search of an Associate Wealth Advisor – Business Development to join their Business Development team. This is a unique opportunity to make an immediate and meaningful impact—helping expand the firm’s reach and shaping the future of its

Reference Number: HRJ7783 Location: Huntsville, Alabama Judson Group is proud to partner with a leading advisor-owned financial services firm that’s redefining comprehensive wealth management in the search for a Trading Specialist. With over $2.5B in assets under management, this firm delivers an elite client experience and a collaborative team culture. As a Trading Specialist, you’ll

Reference Number: HRJ7781 Location: Bellevue, Washington Judson Group has partnered with a leading $29B+ national RIA in their search for an Associate Wealth Manager — a high-impact opportunity for an ambitious professional who’s ready to deepen client relationships, grow their planning expertise, and advance toward a future advisory role. As an Associate Wealth Manager, you’ll work

Reference Number: HRJ7779 Location: Los Angeles, California Judson Group is proud to partner with a top-ranked, nationally recognized RIA that combines its foundations in investment management and financial planning with holistic advisory services to create a truly customized client experience. This firm is known for delivering thoughtful, relationship-driven advice to a loyal and growing client

Reference Number: HRJ7776 Location: Manhattan Beach, California Judson Group is proud to partner with a distinguished, boutique wealth management firm overseeing approximately $700MM in AUM. Known for delivering a personalized, high-touch experience, the firm serves high-net-worth individuals and families through comprehensive, holistic financial planning. We are seeking a thoughtful, detail-oriented, and client-first Financial Planner –

Reference Number: HRJ7775 Location: Manhattan Beach, California Judson Group is proud to partner with a distinguished, boutique wealth management firm overseeing approximately $700MM in AUM. Known for delivering a personalized, high-touch experience, the firm serves high-net-worth individuals and families through comprehensive, holistic financial planning. We are seeking a client-centric, strategic, and experienced Private Wealth Advisor

Reference Number: HRJ7772 Location: Salt Lake City, Utah Judson Group is proud to partner with a nationally recognized, $29B+ AUM Registered Investment Advisor (RIA) in the search for a seasoned and relationship-driven MFO Relationship Manager – Wealth Management to join their Private Wealth team. This is a fantastic opportunity to become a trusted advisor to

Reference Number: HRJ7771 Location: Salt Lake City, Utah Judson Group is proud to partner with a nationally recognized, $29B+ AUM Registered Investment Advisor (RIA) in the search for a seasoned Senior Wealth Planner to join their Private Wealth team. This is more than a planning role—it’s a chance to become a trusted advisor to ultra-high-net-worth

Reference Number: HRJ7769 Location: Atlanta, Georgia Judson Group is proud to be retained by a leading, family-owned RIA firm in Atlanta with almost $3B AUM that has spent over four decades building lifelong client relationships rooted in trust, transparency, and personalized service. This firm is more than just a financial advisory practice—it’s a tight-knit community

Reference Number: HRJ7767 Location: Johnstown, Colorado Judson Group is proud to partner with a powerhouse $29B AUM RIA to identify a Senior Wealth Manager ready to make a meaningful impact. This is more than a job—it’s an opportunity to join a dynamic, client-centric firm known for delivering exceptional service and customized wealth strategies to an

Reference Number: HRJ7763 Location: Edina, Minnesota Judson Group is proud to be retained by a fiercely independent, 100% employee-owned wealth management firm known for its exceptional client service and outstanding workplace culture. With over $3.7B in assets under management and a robust team of professionals, this firm is built on collaboration, integrity, and a deep

Reference Number: HRJ7762 Location: Traverse City, Michigan Judson Group is proud to be retained by a leading wealth management firm with over $17B AUM in the search for an experienced Wealth Advisor – CFP. With multiple offices across the U.S. and a collaborative team of seasoned professionals, this firm delivers truly personalized service and strategic

Reference Number: HRJ7760 Location: Denver/Boulder, Colorado Judson Group is excited to partner with a nationally recognized, $29B+ AUM Registered Investment Advisor (RIA) in the search for a Senior Wealth Manager. This is a high-impact, client-facing role for an experienced professional who thrives on building lasting relationships, delivering exceptional financial guidance, and contributing to a collaborative,

Reference Number: MHH7756 Location: Houston, Texas Judson Group has been exclusively retained by a fast-growing, nationally recognized RIA with over $19B in AUM in the search for a Wealth Advisor – CFP®. This is an outstanding opportunity to join a top-rated firm with a reputation for delivering sophisticated planning, personalized investment strategies, and a client

Reference Number: HRJ7747 Location: Los Angeles, California Judson Group has partnered with a highly respected, rapidly growing national RIA to add a Regional Director – Business Development to their Los Angeles team based in the Brentwood area. This is a high-impact business development role focused on driving growth through the RIA’s strategic partnerships that generate

Reference Number: HRJ7748 Location: Huntsville, Alabama Judson Group is proud to partner with a premier advisor-owned financial services firm managing over $2.5B in AUM. This firm is setting a new standard in comprehensive wealth management. We are seeking a Private Wealth Advisor to join a high-performing team focused on delivering personalized, purpose-driven financial strategies. In

Reference Number: MHH7743 Location: Reston, Virginia Judson Group has been retained by a premier, independent, and award-winning multi-family office and private investment firm that is redefining the way wealth is experienced. With a commitment to exceptional client outcomes, our client is on a mission to fully optimize both life and wealth—ensuring that every financial decision

Reference Number: MHH7654 Location: Hunt Valley, Maryland Judson Group is proud to partner with a highly respected independent wealth management firm in the search for a Senior Financial Advisor in Hunt Valley, MD. Known for its deep commitment to client service and a collaborative, values-driven culture, this firm offers an exceptional environment for seasoned advisors

Reference Number: HRJ7732 Location: Phoenix, Arizona Judson Group has partnered with a rapidly growing, nationally recognized RIA managing over $29B in AUM in the search for a driven and relationship-oriented Wealth Manager. This is a high-impact, client-facing role for an experienced professional who thrives on building lasting relationships, delivering exceptional financial guidance, and contributing to

Reference Number: MHH7730 Location: Morristown, New Jersey Judson Group is proud to partner with a premier wealth and financial services firm in the search for a Lead Wealth Advisor. Renowned for its sophisticated approach to serving ultra-high-net-worth (UHNW) individuals and families, this firm delivers best-in-class financial planning and investment management—enhanced by elite offerings in Private

Reference Number: HRJ7713 Location: Denver/Boulder, Colorado Judson Group has partnered with a rapidly growing, nationally recognized RIA managing over $29B in AUM in the search for a driven and relationship-oriented Wealth Manager. This is an exciting opportunity for a skilled advisor to step into a client-facing role with strong growth potential—and a clear path to

Reference Number: MHH7687 Location: Akron, Ohio Judson Group is excited to partner with a rapidly growing, client-centric wealth management firm in the search for an Associate Wealth Advisor – CFP®. This is a high-impact opportunity to join a collaborative team and manage an established client base of approximately 100 households, working directly alongside a seasoned

Reference Number: HRJ7677 Location: Tucson, Arizona Judson Group has been exclusively retained by a high-touch, boutique RIA in search of a Financial Advisor – CFP to take on a lead advisory role and help shape the future of the firm. This is a rare opportunity to inherit established client relationships, work directly with the firm’s

Reference Number: HRJ7668 Location: Holland, Michigan Judson Group has partnered with a highly respected, independent RIA managing $1.8B in client assets in the search for a Tax & Estate Planning Specialist. This is a unique opportunity to join a team-driven firm that values deep relationships, high-impact planning, and long-term client success. Whether you’re a seasoned