Active Searches | Wealth Management

Reference Number: KL6811 Location: Dallas, Texas Judson Group has partnered with a successful RIA in the search for a Senior Client Associate that provides administrative and operational support to one or more Advisors of the firm. The Senior Client Associate will support primarily Spanish-speaking clients. Responsibilities include; new account opening, creating households, cashiering, ACH transfers,

Reference Number: KL6757 Location: Atlanta, Georgia Judson Group has partnered with a highly regarded fee-only wealth management firm in the search for a Senior Associate. The firm is well respected for their commitment to building client relationships and providing expertise and solutions to meet client needs. This candidate will have the unique role of providing

Reference Number: KL6790 Location: Atlanta, Georgia Judson Group has partnered with a successful financial advisory firm in the search for a Portfolio Manager responsible for supporting Senior Investment Advisors with portfolio management, financial planning, capital markets research, and client-facing activities such as portfolio reviews. The ideal candidate has extensive experience overseeing portfolios, generating investment recommendations

Reference Number: HRJ6809 Location: Indianapolis, Indiana Judson Group has been retained by a privately-held, multi-billion-dollar RIA in the search for a Chief Investment Officer. The firm caters exclusively to UHNW families and institutional clients. As a member of the firm’s senior leadership team, this individual will be integral in establishing the firm’s long-term investment vision

Reference Number: MR6773 Location: Menlo Park, California Judson Group has partnered with a successful wealth management firm with over $2B AUM in the search for an Associate Wealth Advisor. This firm is known for its high-end client service approach and specialization in HNW and UHNW clients. This person provides technical support for all Wealth Advisors

Reference Number: MR6774 Location: Menlo Park, California Judson Group has partnered with a successful wealth management firm with over $2B AUM in the search for a Wealth Advisor responsible for managing and growing UHNW client relationships. This firm has a great reputation for specializing in UHNW client service. The ideal candidate has experience working with

Reference Number: DW6798 Location: Washington, D.C. Judson Group has partnered with a growing, well-respected RIA in the search for an Operations Associate. The Operations Associate is responsible for supporting the operational and portfolio management needs of the firm. This position does have career progression opportunity. The ideal candidate has previous financial services experience, including familiarity

Reference Number: DW6801 Location: North Shore Boston, Massachusetts Judson Group has been retained by a respected RIA in the search for an Associate Equity Analyst. The ideal candidate will have general equity analysis experience and specialized expertise in financials would be highly valued. Responsibilities: Responsible for analysis of financial statements, review of outside research, and

Reference Number: HRJ6777 Location: Bloomfield Hills, Michigan Judson Group has been engaged by a privately-held RIA in the search for an Associate Wealth Advisor. This person provides technical support for all Wealth Advisors by participating in client meetings, assisting with the development of investment and financial planning strategies, and performing research in regard to complex

Reference Number: HRJ6753 Location: Cincinnati, Ohio Judson Group has been engaged by a privately-held, multi-billion-dollar RIA in the search for a Private Equity Investment Strategist. The firm caters exclusively to UHNW families and institutional clients. As a member of the firm’s senior investment team, this person performs investment research with an emphasis on illiquid private

Reference Number: HRJ6753 Location: Grand Rapids, Michigan Judson Group has been engaged by a privately-held, multi-billion-dollar RIA in the search for a Private Equity Investment Strategist. The firm caters exclusively to UHNW families and institutional clients. As a member of the firm’s senior investment team, this person performs investment research with an emphasis on illiquid

Reference Number: DW6787 Location: Columbia, Maryland Judson Group has partnered with a growing wealth management firm to add a Financial Planner to their team. This individual will be supporting the firm’s senior team members with financial planning responsibilities. The ideal candidate will have experience handling complex client transactions, implementing investment and financial planning recommendations, and

Reference Number: HRJ6088 Location: Green Bay, Wisconsin Judson Group has been retained by a growing wealth management firm in the search for a Financial Advisor to service an existing group of clients as part of a team. This individual is responsible for advising HNW clients through comprehensive investment management and financial planning. The ideal candidate

Reference Number: JG2020 Location: Grand Rapids, Michigan Judson Group continues to grow and is looking for ambitious, passionate people to become part of the world’s most advanced recruiting network. We currently have an opening for a Recruiter Intern! Help the best companies in the world make strategic decisions that dramatically affect the way they compete

Reference Number: DW6766 Location: Baltimore, Maryland Judson Group has partnered with a respected $2B AUM wealth management firm in the search for a Wealth Manager to manage existing and new HNW client relationships. The ideal candidate has a strong wealth management background, client satisfaction focus, and a track record of client retention and business development

Reference Number: DW6759 Location: Arlington, Virginia Judson Group has partnered with a trusted, independent financial planning and investment management firm to add a Senior Wealth Advisor to their growing team. Our client provides objective, high-quality advice to help successful families and organizations make smart decisions with their money. The Senior Wealth Advisor serves as the

Reference Number: KL6746 Location: Atlanta, Georgia Judson Group has been retained by a well-respected Wealth Management firm in Atlanta in the search for a Director of Administration/Operations. This individual will be a key member of the firm’s team and will oversee all daily operations within the office. The ideal candidate has strong organizational skills, get-it-done

Reference Number: KL6754 Location: Atlanta, Georgia Judson Group has been retained by a well-known wealth management firm in the search for a Client Service Associate. The firm is known for their commitment to building client relationships and providing financial planning and investment management expertise. This candidate will have the unique role of providing high-touch client

Reference Number: KL6712 Location: Charlotte, North Carolina Judson Group has been retained by a very well respected, growing wealth management firm in the search for an Investment Analyst. This individual will work closely with the firm’s CIO to provide tailored investment management solutions to their HNW clients. The ideal candidate will have experience with investment

Reference Number: HRJ6730 Location: Chicago, Illinois Judson Group has partnered with a successful investment advisory firm that currently manages in excess of $3B in client assets in the search for a Financial Advisor. This individual is responsible for working alongside a team of Senior Financial Advisors to manage the daily investment activities in client accounts.

Reference Number: HRJ6715 Location: Troy, Michigan Judson Group has partnered with an independent RIA based in Troy, Michigan in the search for a Chief Client Officer. The Chief Client Officer is responsible for leading the firm’s client advisory team and service delivery as well as attracting new client relationships. This position serves on the firm’s

Reference Number: HRJ6709 Location: Chicago, Illinois Judson Group has been retained by a respected investment advisory firm with $800+MM AUM in the search for a Wealth Manager. This firm is deeply rooted in fundamental research for longer-term investment success and being a trusted partner for its clients. The firm is experiencing growth and looking for

Reference Number: DW6727 Location: Westwood, New Jersey Judson Group has partnered with an independent, fee only, comprehensive wealth management firm located in Northern NJ in the search for a Client Service Associate. This candidate will have the unique role of providing high-touch client service by ensuring client needs are met in a timely and professional

Reference Number: DW6033 Location: West Deptford, New Jersey Judson Group has been retained by a highly regarded and ambitious wealth management firm in West Deptford, NJ in the search for a Client Relationship Specialist. This individual will laterally support the firm’s financial advisors and clients with relationship management, operational tasks, and financial planning. The ideal

Reference Number: HRJ6258 Location: Indianapolis, Indiana Judson Group has partnered with a privately held Indianapolis wealth management firm with over $10B AUM in the search for a Lead Client Advisor – Family Office Services. The firm is known for its Midwestern presence, collaborative approach, and excellent client service capabilities for clients with net worth $5MM

Reference Number: KL6667 Location: Dallas/Fort Worth, Texas Judson Group has partnered with a successful Independent Wealth Advisory firm in the search for a Senior Wealth Planning Analyst. This individual will provide services in the areas of gift and estate tax planning, investment analysis and family office support to the Firm’s clients. This position works directly

Reference Number: HRJ6652 Location: Ann Arbor, Michigan Judson Group has been retained by a boutique fee-only wealth management firm in the search for a Lead Advisor to manage existing client relationships. This individual will work closely with firm Partners to transition client relationships and will be responsible for financial planning and investment management duties. The

Reference Number: KL6506 Location: Greensboro, North Carolina Judson Group has been retained by a boutique fee-only wealth management firm in the search for a Senior Relationship Manager. This individual will be in a client-facing role with financial planning and investment management responsibilities. The ideal candidate will have experience handling client transactions, implementing investment and financial

Reference Number: DW6499 Location: Pittsburgh, Pennsylvania Judson Group has partnered with a comprehensive, fee-only wealth management firm in the search for an Investment Advisor. This individual will support the firm’s Senior Advisors in serving clients and the creation of financial plans. The ideal candidate will have experience preparing financial planning recommendations, participating in client meetings

Reference Number: AE19W Location: Grand Rapids, Michigan Judson Group continues to grow and is looking for ambitious, passionate people to become part of the world’s most advanced recruiting network. We currently have an opening for an Account Executive! Help the best companies in the world make strategic decisions that dramatically affect the way they compete in