Active Searches | Wealth Management

Career Opportunities in Wealth Management

Managing Director/Lead Advisor | Atlanta, Georgia (Buckhead)

Reference Number: HRJ7335 Location: Atlanta, Georgia (Buckhead) 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

Wealth Advisor – NY/FL | Remote

Reference Number: MHH7365 Location: Remote, but MUST live in either Rochester, New York; Greater NYC Area, or Florida Judson Group has been retained by a full-service wealth management and financial planning firm in the search for a Wealth Advisor – NY/FL. The Wealth Advisor will be responsible for managing current and prospective HNW client relationships,

Lead Wealth Advisor | Morristown, New Jersey

Reference Number: MHH7364 Location: Morristown, New Jersey Judson Group has been retained by a leading wealth and financial services company in the search for a Lead Wealth Advisor.  The firm is known for their commitment to building UHNW client relationships and providing financial planning and investment management expertise. The ideal candidate has extensive experience working

Director of Financial Planning | Tucson, Arizona

Reference Number: HRJ7360 Location: Tucson, Arizona Judson Group has been retained by a well-respected Wealth Management firm in the search for a Director of Financial Planning. This individual will report directly to the owner and will oversee primary responsibility for managing and growing the wealth management team, assisting in the launch and continued development of

Vice President of Operations | San Diego, California

Reference Number: HRJ7366 Location: San Diego, California Judson Group has partnered with a growing boutique RIA with $500MM+ AUM in the search for a Vice President of Operations. The Vice President of Operations reports directly to the COO and is an integral member of the management team. The Vice President of Operations will both manage

Investment Analyst | Pittsburgh, Pennsylvania

Reference Number: MHH7350 Location: Pittsburgh, Pennsylvania Judson Group has been retained by an established, fee-only RIA with over $5B in AUM in the search for an Investment Analyst. The Investment Analyst generates investment ideas/recommendations, conducts ongoing research coverage of existing portfolio holdings, ensures client portfolio alignment with investment strategies, communicates investment strategy and decisions to

Lead Wealth Advisor | Columbus, Ohio

Reference Number: HRJ7347 Location: Columbus, Ohio Judson Group has been retained by a privately-held, well respected wealth advisory firm with $10B+ AUM in the search for a Lead Wealth Advisor responsible for managing existing HNW client relationships. The ideal candidate has extensive experience working with complex clients in a planning and investment capacity. This is

Senior Wealth Advisor | Houston, Texas

Reference Number: MH7357 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. 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 day-to-day relationships

Wealth Advisor | Houston, Texas

Reference Number: MH7356 Location: Houston, Texas Judson Group has been retained by a highly regarded fee-only RIA with a national presence in the search for a Wealth Advisor. This individual will be handling financial planning, retirement planning, and investment management for approximately 130 of the firm’s clients as well as managing the day-to-day relationships and

Director of Human Resources – Wealth/Financial Services | West Palm Beach, Florida

Reference Number: HRJ7351 Location: West Palm Beach, Florida or New York City, New York Judson Group has been retained by a growing wealth management organization to add a Director of Human Resources – Wealth/Financial Services to support the expansion of the organization. This individual will be responsible for working alongside leadership to develop and execute

Senior Wealth Advisor | Pittsburgh, Pennsylvania

Reference Number: MHH7354 Location: Pittsburgh, Pennsylvania Judson Group has partnered with a comprehensive, fee-only wealth management firm in the search for a Senior Wealth Advisor. This individual is the principal contact with the clients. The senior wealth advisor will also have business development goals and be responsible for maintaining ongoing client relationships with new and

Associate Wealth Advisor | Pittsburgh, Pennsylvania

Reference Number: MHH7353 Location: Pittsburgh, Pennsylvania Judson Group has partnered with a comprehensive, fee-only wealth management firm in the search for an Associate Wealth Advisor. This individual will support the firm’s Senior Wealth Advisors in serving clients, the creation of financial plans/research, and sales support. The ideal candidate will have experience preparing financial planning recommendations,

Senior Financial Advisor | Baltimore, Maryland

Reference Number: MHH7344 Location: Baltimore, Maryland Judson Group has been retained by a highly regarded independent wealth management firm in Baltimore, MD in the search for a Senior Financial Advisor. The firm is known for its client-first approach and strong company culture. The Senior Financial Advisor will be responsible for and serve as a point

Wealth Executive Assistant | Salem, Massachusetts

Reference Number: MHH7343 Location: Salem, Massachusetts Judson Group has been retained by a well-respected, independent RIA in the search for a Wealth Executive Assistant. This candidate will have the unique role of providing high-touch client service needs for high net worth clients and prospects. The ideal candidate is passionate about client service, demonstrates exceptional communication

Lead Wealth Advisor | Redwood City, California

Reference Number: HRJ7340 Location: Redwood City, California Judson Group has been retained by a growing independently held RIA in the search for a Lead Wealth Advisor. This individual over time will join an established team and begin to take over 80-100 existing client relationships with financial planning responsibilities. The Lead Wealth Advisor will not have

Wealth Manager | Denver, Colorado

Reference Number: MH7333 Location: Denver, Colorado Judson Group has retain by a growing, independent wealth advisory firm in the search for a Wealth Manager. This individual will be supporting the firm’s clients and will be responsible for developing holistic financial plans, managing client relationships, reviewing portfolio performance with clients, and performing research regarding complex client

Financial Planner | Chicago, Illinois

Reference Number: HRJ7339 Location: Chicago, Illinois Judson Group has partnered with a well-established, multi-generational family office in Chicago in the search for a Financial Planner. This individual will be supporting all aspects of financial management and associated implications of private equity deal transactions and related cash management activities. The ideal candidate will have experience handling

Wealth Manager | San Francisco, California

Reference Number: MH7336 Location: San Francisco, California Judson Group has partnered with a highly regarded fee-only RIA with a national presence in the search for a Wealth Advisor. This individual will be responsible for financial planning, retirement planning, and investment management for the firm’s clients, as well as managing the day-to-day relationships and participating in/conducting

Associate Financial Advisor/Financial Planner | Houston, Texas

Reference Number: HRJ7296 Location: Houston, Texas Judson Group has been retained by a boutique independent RIA in the search for an Associate Financial Advisor/Financial Planner. The right candidate will serve as a primary collaborator with the lead advisor and owner and support client relationships with financial plan creation and updates. There is long-term growth potential

Client Services and Operations Specialist | Arlington, Virginia

Reference Number: MHH7322 Location: Arlington, Virginia Judson Group has partnered with a growing, well-respected RIA in the search for a Client Services and Operations Specialist. The Client Services and Operations Specialist is responsible for supporting various operational and administrative duties across the firm. They will also be responsible for managing client requests, gaining proficiency in

Senior Financial Advisor | Clearwater, Florida

Reference Number: HRJ7320 Location: Clearwater, Florida Judson Group has been retained by a nationally recognized RIA in the search for a Senior Financial Advisor. This individual will take on a client-facing lead role with financial planning and investment management responsibilities. The ideal candidate will have experience handling client transactions, implementing investment and financial planning recommendations,

Lead Wealth Advisor | Indianapolis, Indiana

Reference Number: HRJ7313 Location: Indianapolis, Indiana Judson Group has partnered with a highly regarded and ambitious independent RIA in the search for a Lead Wealth Advisor. This individual will be investment focused, spearheading the Investment Committee, all while handling complex financial planning and investment management for a number of the firm’s HNW clients. The ideal

Financial Planning Associate | Indianapolis, Indiana

Reference Number: HRJ7113 Location: Indianapolis, Indiana Judson Group has partnered with a highly regarded and ambitious independent RIA in the search for a Financial Planning Associate. This individual will be supporting the firm’s financial advisors and clients with financial planning responsibilities, including assisting in financial planning ideas and formulating planning recommendations. They should be comfortable

Paraplanner | Indianapolis, Indiana

Reference Number: HRJ7310 Location: Indianapolis, Indiana Judson Group has partnered with a highly regarded and ambitious independent RIA in the search for a Paraplanner. This individual will be supporting the firm’s financial advisors and clients with financial planning responsibilities, including meeting prep and follow-up. The ideal candidate will have a client service mindset and a

Client Relationship Manager | Remote

Reference Number: HRJ7314 Location: Remote Judson Group has been retained by a rapidly growing $1.45B+ RIA to help them add a Client Relationship Manager to their remote capable team. This individual will work directly with advisors to service clients and will become a key part of the client relationships they work on. This is an

Associate Wealth Advisor | Auburn Hills, Michigan

Reference Number: HRJ7299 Location: Auburn Hills, Michigan Judson Group has been retained by an RIA in their search for an Associate Wealth Advisor. This individual will support the firm advisors and other team members by providing comprehensive financial planning with existing and prospective clients. They will be responsible for developing financial plans, managing client relationships,

Wealth Advisor | Los Angeles, California

Reference Number: HRJ7308 Location: Los Angeles, California Judson Group has been retained by an RIA with a national presence in their search for a Wealth Advisor. This individual will support the firm advisors and other team members by providing comprehensive financial planning with existing and prospective clients. They will be responsible for developing financial plans,

Financial Co-Planner – CFP | Falls Church, Virginia

Reference Number: MHH7264 Location: Falls Church, Virginia Judson Group has partnered with a growing wealth management firm to add a Financial Co-Planner – CFP to their team. This individual will be supporting the firm’s Primary Financial Planner with financial planning responsibilities and extensive client communication. The ideal candidate will have experience handling complex client transactions, requesting/generating

Financial Planner | Dallas, Texas

Reference Number: MH7292 Location: Dallas, Texas Judson Group has been retained by a growing, independently held RIA in the search for a Financial Planner. This individual will be supporting the firm’s Advisors with financial planning and investment management responsibilities. The ideal candidate will have experience handling complex client transactions, preparing and presenting investment and financial

Wealth Advisor | Youngstown, Ohio

Reference Number: MHH7303 Location: Youngstown, Ohio Judson Group has been retained by a leading independent fiduciary in the search for a Wealth Advisor. The Wealth Advisor will be responsible for managing current and prospective client relationships, play a key role in client meetings, and provide a superior client service experience. The firm is known for

Portfolio Trader and Administrator | West Conshohocken, Pennsylvania

Reference Number: MHH7259 Location: West Conshohocken, Pennsylvania Judson Group has partnered with a successful RIA that currently manages in excess of $2B in client assets in the search for a Portfolio Trader and Administrator. Our client focuses solely on investment returns for its clients. This individual is responsible for managing adjustments to client investment portfolios

Wealth Advisor | Boca Raton, Florida

Reference Number: HRJ7300 Location: Boca Raton, Florida Judson Group has been retained by an RIA with a national presence in their search for a Wealth Advisor. This individual will support the firm advisors and other team members by providing comprehensive financial planning with existing and prospective clients. They will be responsible for developing financial plans,

Operations Specialist | Northbrook, Illinois

Reference Number: HRJ7297 Location: Northbrook, Illinois Judson Group has partnered with a growing, well-respected $2B RIA in Northbrook in the search for an Operations Specialist. The Operations Specialist is responsible for supporting the operational and technology needs of the firm. The ideal candidate has previous financial services experience, including familiarity with CRM, portfolio accounting and

Wealth Advisor | Bettendorf, Iowa

Reference Number: HRJ7289 Location: Bettendorf, Iowa Judson Group has been retained by a boutique RIA to add a Wealth Advisor their team. The ideal candidate has extensive experience working with HNW clients and a strong financial planning and tax planning background. This person will take over existing clients and help create capacity as the firm

Financial Planner | Alexandria, Virginia

Reference Number: MHH7274 Location: Alexandria, Virginia Judson Group has been retained by a growing RIA in the search for a Financial Planner. The Financial Planner is responsible for running client review meetings, updating/presenting financial plans, and articulating the firm’s investment philosophy. The Financial Planner will be the lead relationship manager for clients and be responsible

Senior Wealth Client Service Specialist | Dallas, Texas

Reference Number: HRJ7280 Location: Dallas, Texas Judson Group has partnered with a successful RIA in the search for a Senior Wealth Client Service Specialist to provide administrative and operational support to one or more Advisors of the firm. The Senior Wealth Client Service Specialist assists with Ultra High Net Worth client daily needs. Responsibilities include;

Financial Planner | Troy, Michigan

Reference Number: HRJ7279 Location: Troy, Michigan Judson Group has partnered with a $600MM+ RIA in their search for a dedicated Financial Planner. This individual will be joining a centralized private planning team that supports the firm’s Advisors by owning the financial planning process. The ideal candidate will have deep financial planning experience for HNW and

Director of Financial Planning – CFP | Denver, Colorado

Reference Number: HRJ7270 Location: Denver, Colorado Judson Group has been retained by a large, independent RIA to add a Director of Financial Planning to their team. Our client provides independent investment and financial planning advice to help clients make sound financial decisions. The Director of Financial Planning will have the unique role of developing the

Wealth Advisor | Camp Hill, Pennsylvania

Reference Number: MHH7266 Location: Camp Hill, Pennsylvania Judson Group has partnered with a leading independent fiduciary in the search for a Wealth Advisor to take over an existing client base. The Wealth Advisor will be responsible for managing current and prospective client relationships, play a key role in client meetings, and provide a superior client

Financial Planner | Indianapolis, Indiana

Reference Number: HRJ7256 Location: Indianapolis, Indiana Judson Group has partnered with a growing, independently held RIA in the search for a Financial Planner. This individual will be supporting the firm’s Advisors with financial planning and investment management responsibilities. The ideal candidate will have experience handling complex client transactions, preparing and presenting investment and financial planning

Senior Family Wealth Advisor | Bellevue, Washington

Reference Number: MH7255 Location: Bellevue, Washington Judson Group has been retained by a growing RIA in Seattle that is known for their UHNW focus and high-end client service to add a Senior Family Wealth Advisor to their team. The ideal candidate has extensive experience working directly with UHNW clients with a focus on wealth and

Wealth Advisor | Philadelphia, Pennsylvania

Reference Number: MHH7174 Location: Philadelphia, Pennsylvania Judson Group has partnered with an independent, privately-held wealth management firm in the search for a Wealth Advisor focused on working with client base of young professionals. This position does NOT include any sales responsibilities. This may lead to a unique opportunity for someone to develop a service offering

Lead Wealth Advisor | Seattle, Washington

Reference Number: MH6933 Location: Seattle, Washington Judson Group has partnered with a highly regarded independent RIA in the search for a Lead Wealth Advisor. This individual will be handling complex financial planning and investment management for the firm’s HNW clients as well as managing the day to day relationships and participating in or conducting client