Active Searches | Wealth Management

Reference Number: HRJ7563 Location: San Francisco, California Judson Group has been retained by a dynamic and growth-oriented independent RIA with $1.5B in AUM in the search for a Director of Operations – Wealth Management. The firm serves affluent individuals, families as well as private- and public-sector organizations and is looking for a strong operations leader

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

Reference Number: MHH7564 Location: The Woodlands, Texas Judson Group has been retained by a successful fee only financial planning and investment firm located in The Woodlands, TX in the search for a Senior Financial Planner – CFP. This individual will be a key member of the firm’s planning team, focused on financial planning responsibilities and

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. 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 and noting

Reference Number: HRJ7553 Location: Boulder, Colorado Judson Group has been retained by a $10B+ RIA with a national presence in their search for a Wealth Manager. This individual will create capacity for the firm’s senior wealth managers by managing and servicing client relationships, ultimately taking over existing relationships. They will be responsible for managing client

Reference Number: HRJ2323 Location: Cincinnati, Ohio Judson Group has partnered with a privately held wealth management firm with an excess of $10B AUM in the search for a Managing Director/Lead Advisor focused on working with clients with complex planning needs. The firm is known for its collaborative approach and excellent client service capabilities for clients with net

Reference Number: HRJ7551 Location: Cleveland, Ohio Judson Group has partnered with a quickly growing, award winning, wealth management firm located in the greater Cleveland area to help them add a Senior Client Service Specialist to their team. This candidate will have the unique role of providing high-touch client service for a select group of clients,

Reference Number: MHH7550 Location: Montpelier, Vermont Judson Group has been retained by an independent, employee-owned investment management firm in the search for a Chief Operating Officer – Wealth Management. This individual will be responsible for overseeing various operational processes and procedures of the firm. The ideal candidate has experience managing team members across the various

Reference Number: HRJ7545 Location: Minneapolis, Minnesota Judson Group has partnered with a $5B+ independent financial planning and investment advisory firm in the search for a Financial Manager. This role reports directly to the Vice President of Operations. The Financial Manager will be responsible for all accounting activities and financial reporting to Leadership. They will also

Reference Number: HRJ7502 Location: Phoenix, Arizona Judson Group has partnered with a $8B+ AUM RIA with a national presence in the search for a Wealth Advisor. This individual will be taking over existing client referral channels, helping grow the firm, and will have a long-term leadership/opportunity. The ideal candidate will have experience handling complex client

Reference Number: HRJ7546 Location: Oklahoma City, Oklahoma Judson Group has been retained by a prominent financial advisory firm in their search for a Wealth Advisor. This individual will work closely with the founder of the firm and senior advisors to manage client relationships with the goal of taking over/leading relationships to create capacity for the

Reference Number: MHH7547 Location: Westport, Connecticut Judson Group has been retained by a growing wealth management firm in the search for a Wealth Advisor – Business Development to develop and manage client relationships. This individual is responsible for business development/new client acquisition and advising HNW clients through comprehensive investment management and financial planning. The ideal

Reference Number: HRJ7541 Location: Bloomfield Hills, Michigan Judson Group has been retained by a well-established RIA firm located in SE Michigan in the search for a Financial Planner to take on a client-facing role with financial planning responsibilities. The ideal candidate will have experience handling complex client transactions, preparing and presenting investment and financial planning recommendations,

Reference Number: MHH7537 Location: Houston, Texas Judson Group has been retained by a highly regarded fee-only RIA with a national presence in the search for a Senior Wealth Advisor – CFP. This individual will be handling financial planning, retirement planning, and investment management for approximately 150 of the firm’s clients as well as managing the

Reference Number: HRJ7532 Location: St. Paul, Minnesota Judson Group has been retained by a comprehensive fee-only wealth management firm in the search for a Wealth Manager. This individual will be responsible for maintaining and developing client relationships by providing sophisticated financial planning, investment management, and tax and estate planning services. This person will work collaboratively

Reference Number: HRJ7507 Location: Chicago, Illinois Judson Group has partnered with a successful investment advisory firm that currently manages over $5B in client assets in the search for an Associate Wealth Advisor – CFP. This individual will be part of a centralized planning team supporting the firm’s advisory team members with financial planning responsibilities, providing

Reference Number: MHH7531 Location: Bala Cynwyd, Pennsylvania Judson Group has been retained by a highly respected, rapidly growing RIA with a national presence to add a Senior Wealth Advisor to their Philadelphia team. The ideal candidate has strong experience working with HNW/UHNW clients in a lead advisor role and has interest in participating in organic

Reference Number: MHH7525 Location: Austin, Texas Judson Group has been retained by a respected wealth management firm with over $25B AUM in the search for a Director, Wealth Advisor to manage existing and new HNW/UHNW client relationships. In this critically important role, the Wealth Advisor will manage client relationships, providing sound financial planning advice and

Reference Number: HRJ7289 Location: Bettendorf, Iowa Judson Group has been retained by an expanding boutique RIA to add a Wealth Advisor to its team. The ideal candidate has strong client facing experience and is confident leading client relationships utilizing a goals-based planning approach. This person will take over existing firm clients to help create capacity

Reference Number: MHH7511 Location: Meriden, Connecticut Judson Group has been retained by a highly regarded independent wealth management firm in the search for a Wealth Management – Operations & Client Service Manager. The firm is well respected for their commitment to building client relationships and providing expertise and solutions to meet client needs. This individual will

Reference Number: HRJ7489 Location: Clearwater, Florida Judson Group has been retained by a nationally recognized RIA in the search for a Wealth Advisor – CFP. This individual will take on a client-facing role with financial planning and investment management responsibilities, acting as a liaison between clients, support team, and advisors. The ideal candidate will have

Reference Number: HRJ7387 Location: Chicago, Illinois Judson Group has partnered with a privately held wealth management firm with an excess of $10B AUM in the search for a Managing Director/Lead Advisor focused on working with clients with complex planning needs. The firm is known for its collaborative approach and excellent client service capabilities for clients with net

Reference Number: HRJ7468 Location: Seattle, Washington Judson Group has been retained by a $10B+ AUM RIA with a national presence in the search for a Wealth Advisor – CFP. This individual will be taking over existing client referral channels, helping grow the firm, and will have a long-term leadership/opportunity. The ideal candidate will have experience

Reference Number: HRJ7421 Location: Indianapolis, Indiana Judson Group has partnered with a privately held wealth management firm with an excess of $10B AUM in the search for a Managing Director/Lead Advisor focused on working with clients with complex planning needs. The firm is known for its collaborative approach and excellent client service capabilities for clients with net