Active Searches | Wealth Management

Reference Number: MHH7924 Location: The Woodlands, Texas Judson Group is proud to partner with a well-established, independent wealth management firm in The Woodlands, TX, to identify an Options & Alternatives Portfolio Strategist. This is a hands-on investment role for a professional with deep expertise in options and derivatives who can translate market views and risk considerations

Reference Number: HRJ7923 Location: Minneapolis, Minnesota Judson Group is proud to partner with a highly respected, growing RIA in its search for a Wealth Manager – CFP. This is a key opportunity for an experienced wealth management professional to take ownership of established high-net-worth relationships and build trusted, long-term partnerships with clients as their financial

Reference Number: HRJ7922 Location: Los Angeles, California Judson Group is proud to partner with a top-ranked, nationally recognized RIA in the search for an Estate Planning Attorney / Estate Specialist / Advanced Planner. This is an opportunity to join the Advanced Planning team, serving high-net-worth clients through an integrated approach to investment management, financial planning, and

Reference Number: MHH7912 Location: Remote Judson Group is proud to partner with a rapidly growing, forward-thinking wealth management firm in the search for a Digital Marketing Associate – Wealth Management to take ownership of an organization’s digital presence and help turn its online channels into meaningful sources of growth. This role will oversee digital strategy,

Reference Number: MHH7911 Location: Texas Judson Group is proud to partner with a rapidly growing, forward-thinking wealth management firm in the search for a Wealth Manager. This is an opportunity to join a growing wealth management firm in a client-facing Wealth Manager role with meaningful responsibility for client relationships and business growth. The position is

Reference Number: MHH7921 Location: Williamsburg, Virginia Judson Group is proud to partner with an independent, fee-only wealth management firm serving affluent individuals and families throughout the U.S. in the search for a Wealth Advisor – CFP. The firm specializes in helping clients navigate retirement by bringing income planning, tax strategy, investment management, and estate considerations

Reference Number: HRJ7920 Location: Greensboro, North Carolina Judson Group is proud to be retained by a leading $3B AUM RIA in the search for a Trader who will play a key role within its centralized trading function. This is a hands-on opportunity for an early-career professional who enjoys the pace and precision of trade execution

Reference Number: MHH7919 Location: Potomac, Maryland Judson Group is proud to partner with a highly respected financial services organization known for delivering sophisticated wealth management, retirement, and business advisory solutions. The firm works closely with individuals, families, business owners, and institutions to help them navigate complex financial decisions and build strategies designed for long-term success.

Reference Number: MHH7918 Location: Dallas, Texas Judson Group is proud to be retained by a highly respected private wealth management firm serving a select group of ultra-high-net-worth families in the search for a Client Advisory Manager – Multi-Family Office. With more than $12B in assets under management, the firm delivers comprehensive, highly personalized advice across

Reference Number: MHH7917 Location: New York City, NY/Philadelphia, PA/Boston, MA Judson Group is proud to partner with a globally recognized Top CPA and Advisory Firm known for helping individuals and businesses navigate growth with confidence. Through deep industry expertise, forward-thinking strategies, and a collaborative culture, the firm empowers clients to capitalize on opportunities while preparing

Reference Number: HRJ7916 Location: San Diego, California Judson Group has partnered with a highly respected, rapidly growing national RIA to add a Wealth Channel Business Development Officer to their San Diego team. This is a high-impact business development role focused on driving growth through the RIA’s strategic partnerships that generate significant referral volume. You’ll play

Reference Number: HRJ7914 Location: Sound Bend, Indiana Judson Group is proud to partner with a respected and financially strong $9B Midwest financial institution in the search for a Trust Officer. This is an outstanding opportunity for an experienced trust professional to join a well-established wealth management team with a strong reputation for client service and

Reference Number: MHH7910 Location: Melville, New York Judson Group is proud to be partnering with a respected, independent wealth management firm in New York seeking a Relationship Development Associate – Wealth Management to play an integral role in expanding its referral network and delivering an exceptional experience for prospective clients. In this highly visible position,

Reference Number: HRJ7906 Location: Appleton, Wisconsin Judson Group is proud to partner with a nationally recognized wealth management, retirement advisory, and business management firm that empowers individuals, families, business owners, and institutions to make confident financial decisions in its search for a Wealth Advisor to join its Appleton, Wisconsin office. This is a unique opportunity to step into an established book

Reference Number: MHH7905 Location: Reston, Virginia Judson Group is proud to partner with an award-winning, rapidly growing Private Wealth Management firm with multiple offices and a reputation for delivering exceptional service to high-net-worth clients in the search for a Senior Financial Advisor. The firm has been recognized by leading industry publications for its commitment to excellence, client service, and professional expertise, reflecting its dedication to helping clients achieve their financial goals.

Reference Number: MHH7900 Location: McLean, Virginia Judson Group is proud to partner with a highly respected independent wealth management firm that believes exceptional client relationships begin with trust, integrity, and personalized guidance. As the firm continues to grow, they are looking for an experienced Senior Wealth Advisor who is passionate about delivering meaningful advice, building

Reference Number: HRJ7902 Location: Carmel, Indiana Judson Group is proud to partner with a nationally recognized wealth management, retirement advisory, and business management firm that helps individuals, families, business owners, and institutions make confident financial decisions in its search for a Wealth Advisor to join its Carmel, Indiana office. This is an opportunity to immediately step

Reference Number: HRJ7901 Location: Beachwood, Ohio Judson Group is proud to partner with a nationally recognized wealth management, retirement advisory, and business management firm that helps individuals, families, business owners, and institutions make confident financial decisions in its search for a Wealth Advisor to join its Beachwood, Ohio office. This is more than a traditional advisory

Reference Number: MHH7898 Location: New Hope, Pennsylvania Judson Group is proud to be retained by a well-established independent wealth management firm to identify an exceptional Wealth Service Advisor – CFP. This is an outstanding opportunity to join a collaborative, client-focused team dedicated to serving high-net-worth individuals and families through sophisticated financial planning and investment management.

Reference Number: MHH7897 Location: New Hope, Pennsylvania Judson Group is proud to be retained by a well-established independent wealth management firm to identify an exceptional Financial Planning Associate. This is an outstanding opportunity to join a collaborative, client-focused team dedicated to serving high-net-worth individuals and families with sophisticated financial planning and investment strategies. We’re looking

Reference Number: HRJ7893 Location: Hilton Head, South Carolina Judson Group is proud to partner with a highly respected and rapidly growing RIA in the search for a Senior Wealth Advisor to help establish and expand its presence in the Hilton Head, SC market. This is a rare opportunity to “plant the flag” in one of

Reference Number: HRJ7892 Location: Greenville, South Carolina Judson Group is proud to partner with a highly respected and rapidly growing RIA serving high-net-worth and ultra-high-net-worth individuals and families in the search for a Senior Wealth Advisor to join its Greenville, SC team. This opportunity is ideal for an experienced advisor who thrives on comprehensive planning,

Reference Number: MHH7891 Location: Nashville, Tennessee Judson Group is proud to partner with a highly respected and rapidly growing RIA serving ultra-high-net-worth individuals and families in the search for a Senior Wealth Advisor to join its Nashville-based team. We are seeking an entrepreneurial, growth-minded Senior Wealth Advisor to help expand the firm’s presence in Nashville—one

Reference Number: MHH7895 Location: Germantown, Maryland Judson Group is proud to be retained by a highly respected, independent, relationship-driven financial planning firm with more than 40 years of success and approximately $450MM in AUM in the search for a Financial Advisor. Known for its client-first philosophy, collaborative culture, and consistent growth trajectory, the firm provides

Reference Number: HRJ7859 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: MHH7890 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: MHH7882 Location: Falls Church, Virginia Judson Group is proud to partner with a respected and growing wealth management firm in the search for an Associate Financial Advisor – CFP. This firm is committed to delivering personalized financial guidance and comprehensive wealth management strategies that help individuals and families build confidence in their financial

Reference Number: HRJ7881 Location: San Diego, California Judson Group is proud to be partnered with a dynamic, fast-growing RIA in the search for a Wealth Service Advisor – CFP. The firm’s mission comes to life through proactive planning, deep client relationships, and an unwavering commitment to trust and integrity. This is a close-knit, highly collaborative

Reference Number: HRJ7880 Location: Boulder, Colorado Judson Group is excited to partner with a nationally recognized, $42B+ AUM Registered Investment Advisor (RIA) in the search for a Senior Wealth Manager. This is a very rare opportunity to work with a leading Advisor in the market. For the right person, this opportunity will assume a significant

Reference Number: HRJ7866 Location: Peoria, Illinois Judson Group is proud to partner with a distinguished privately-held, strategic wealth advisory firm to identify a Senior Relationship Manager/Senior Wealth Advisor. As a team of investment professionals, the organization is guided by a strong set of core values that shape how they serve clients, collaborate internally, and contribute

Reference Number: MHH7865 Location: Hartford, Connecticut Judson Group is proud to partner with a growing RIA in the search for a dynamic Wealth Advisor – CFP. This is an opportunity to join a firm that is redefining what great advice looks like—going beyond investment performance to deliver deeply personalized, high-impact financial guidance that builds enduring

Reference Number: HRJ7858 Location: Indianapolis, Indiana Judson Group has partnered with a growing, independently held RIA in the search for a Financial Planner – CFP. This individual will be supporting the firm’s Advisors with paraplanning, financial planning and investment management responsibilities. The ideal candidate will have experience handling complex client transactions, preparing and presenting investment

Reference Number: HRJ7843 Location: Minneapolis, Minnesota Judson Group is proud to partner with a fast-growing, highly respected RIA in their search for a Senior Wealth Advisor to join their expanding team. This is a standout opportunity for an experienced advisor to seamlessly step into a lead role, taking over existing $10MM+ client relationships while collaborating

Reference Number: MHH7837 Location: Dallas, Texas Judson Group is proud to be retained by a fast-growing, $1.4B Registered Investment Advisor to identify a Certified Financial Planner who is eager to build a long-term advisory career alongside accomplished Senior and Wealth Managers. This is an outstanding opportunity for an advisor early in their career who wants

Reference Number: MHH7831 Location: Naples, Florida Judson Group is proud to partner with 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: 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: 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