Active Searches | Wealth Management

Reference Number: HRJ7513 Location: Remote Judson Group has been retained by a successful wealth advisory firm in the search for a Senior Financial Planner – CFP. This individual will be a key member of the firm’s dedicated planning team, focused on financial planning responsibilities and overseeing the production of wealth planning deliverables for clients. The

Reference Number: HRJ7515 Location: Sacramento, California Judson Group has been retained by a $10B+ RIA with a national presence in it’s search for an Associate Wealth Advisor in their Sacramento office. This individual will be supporting investment research, financial planning, operations, and client service/relationship management activities. The ideal candidate will have experience handling client transactions,

Reference Number: HRJ7514 Location: San Francisco, California Judson Group has been retained by a female founded RIA with a business owner and tech executive client focus in it’s 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.

Reference Number: HRJ7510 Location: Chicago, Illinois Judson Group has been retained by a privately-held RIA with over $1.3B AUM in the search for a Lead Client Advisor to take on existing client relationships. The Lead Client Advisor acts as the primary manager of the client relationship and other service areas of the firm by generating

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: MHH7509 Location: Westport, Connecticut Judson Group has partnered with a growing, national financial services firm in Westport, CT to add a Director – Wealth Management Investments to their team. This individual will be a member of the Investment Committee. The Director will handle all aspects of general trading for the firm. The ideal

Reference Number: HRJ7512 Location: Venice, Florida Judson Group has been retained by a dynamic and growth-oriented independent RIA on Florida’s Gulf Coast in the search for a Director of Operations. The firm serves affluent individuals, families and business owners and is looking for a strong operations leader to help guide and grow the firm. This

Reference Number: MHH7483 Location: North Andover, Massachusetts Judson Group has been retained by a growing, multi-office RIA in the search for a Senior Wealth Advisor. The Senior Advisor will engage with clients, diagnosing their needs, recommending financial solutions, and partnering with client to execute their overall wealth management plan. The ideal candidate has strong financial

Reference Number: HRJ7503 Location: Can be based in various markets with regular travel Judson Group has been retained by a privately-held, multi-billion-dollar RIA in the search for a Chief Practice Development 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

Reference Number: HRJ7504 Location: San Diego, California Judson Group has been retained by a highly respected, rapidly growing RIA with a national presence to add a Wealth Advisor to their San Diego 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: HRJ7492 Location: Remote/Minneapolis, Minnesota Judson Group has been retained by a $5B+ independent financial planning and investment advisory firm in the search for a Vice President of Advisor Recruiting – Wealth Management. This role reports directly to the President and is an integral member of the management team. The VP will be a

Reference Number: HRJ7491 Location: Chicago, Illinois Judson Group has been retained by a fee-only RIA with a path to partnership in the search for a Senior Wealth Advisor – CFP. This individual will be taking over existing client relationships and will be responsible for formulating and implementing complex financial planning advice. The Senior Wealth Advisor

Reference Number: HRJ7490 Location: Indianapolis, Indiana Judson Group has partnered with a privately-held multi-family office in the search for a Chief Fiduciary Services Officer. This individual will be responsible for strategic leadership of all fiduciary services provided by the firm’s national trust company. This individual will also manage a team of fiduciary officers and trust

Reference Number: HRJ7489 Location: Clearwater, Florida Judson Group has been retained by a nationally recognized RIA in the search for a Financial Planner – 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: HRJ7486 Location: San Diego, California Judson Group has partnered with a growing boutique RIA in the search for a Director of Financial Planning to their team. The Director of Financial Planning will have the unique role of developing the dedication financial planning team. This is an exciting people and process management opportunity with

Reference Number: HRJ7485 Location: Orange County, California Judson Group has been retained by a fee-only RIA in the search for a Wealth Advisor to manage and retain client relationships. This individual will work closely with firm Partners to transition 50~ client relationships and will be responsible for financial planning and investment management duties. The ideal

Reference Number: HRJ7477 Location: Florida Judson Group has partnered with a national RIA in their search for a Lead Wealth Advisor/Business Developer. The Lead Wealth Advisor/Business Developer will be responsible for working on established referral channels to help attract and close prospective HNW and UHNW clients alongside a service advisor in the region that will

Reference Number: HRJ7476 Location: Denver, Colorado Judson Group has partnered with a national RIA in their search for a Lead Wealth Advisor/Business Developer. The Lead Wealth Advisor/Business Developer will be responsible for working on established referral channels to help attract and close prospective HNW and UHNW clients alongside a service advisor in the region that

Reference Number: MHH7480 Location: Pittsburgh, Pennsylvania Judson Group has been retained by a leading independent fiduciary in the search for a Retirement Plan Advisor. This candidate will have the unique role of retirement plan advisory, onboarding new client plan relationships, service provider management, and client relationship management, as well as play a pivotal role in

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: HRJ7227 Location: Middleburg Heights, Ohio Judson Group has been retained by a rapidly growing, fee-only RIA in the search for a Lead Wealth Advisor. This individual will be handling financial planning and wealth management for a select group of the firm’s clients as well as managing the day-to-day relationships and participating in/conducting client

Reference Number: MHH7466 Location: Dallas, Texas Judson Group has been retained by a holistic independent financial advisory firm in the search for an UHNW Financial Planner – CFP. This individual will be supporting the firm’s Advisors/Senior Advisors with financial planning and investment management responsibilities. The ideal candidate will have experience handling complex client transactions, preparing

Reference Number: MHH7464 Location: Nashville, Tennessee Judson Group has been retained by a fee-only wealth management firm in the search for a CPA – Family Office – Wealth Management. This individual will support tax and investment functions for clients. This role will also analyze individual, business, and organizational assets, liabilities, cash flows, insurance coverage, tax

Reference Number: MHH7458 Location: Hunt Valley, Maryland Judson Group has partnered with a highly regarded independent wealth management firm in Hunt Valley, MD in the search for an Associate Wealth Advisor. The firm is known for its client-first approach and strong company culture. The Associate Wealth Advisor will be responsible for and serve as a

Reference Number: HRJ7417 Location: Los Angeles, California Judson Group has partnered with a boutique wealth management firm located near Los Angeles in the search for a Client Service Associate/Associate Advisor. This candidate will have the unique role of providing high-touch client service by ensuring client needs are met in a timely and professional manner. The

Reference Number: HRJ7450 Location: Salt Lake City, Utah Judson Group has partnered with a $10B+ AUM RIA with a national presence in the search for a Wealth Manager. 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

Reference Number: MHH7453 Location: Westport, Connecticut Judson Group has partnered with a growing wealth management firm in the search for a Financial Advisor to service an existing and prospective client base. This individual is responsible for advising HNW clients through comprehensive investment management and financial planning. The ideal candidate has a track record of servicing

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

Reference Number: MHH7445 Location: Atlanta, Georgia Judson Group has been retained by a leading holistic independent financial advisory firm in the search to add a Fixed Income Trader to its growing wealth management practice. This position will be best suited for an individual with expertise in fixed income strategy/allocation, short-duration fixed income portfolio management, and

Reference Number: HRJ7432 Location: San Francisco, California Judson Group has been retained by a highly respected, rapidly growing RIA with a national presence to add a Lead Wealth Advisor to their San Jose team. The ideal candidate has strong experience working with HNW/UHNW clients in a lead advisor role and has interest in participating in

Reference Number: MHH7428 Location: Central New Jersey Judson Group has partnered with a leading independent, privately-held wealth management firm in Central New Jersey to add a Financial Planner to their team. This will be a unique opportunity to work in a collaborative environment to service clients with a reputable RIA. The ideal candidate has strong

Reference Number: HRJ7413 Location: Salt Lake City, Utah Judson Group has been retained by a highly regarded multi-family office in the search for a Wealth Advisor – CFP. This role will be an integral part in servicing large relationships with a focus on sophisticated planning and investment management planning needs. This is a privately held

Reference Number: HRJ7399 Location: Marietta, Georgia Judson Group has been retained by a fee-only financial planning and investment management firm in the search for a Financial Advisor – CFP due to exceptional firm growth. This individual will support the firm’s growth by taking over existing and future client relationships. This individual will be responsible for

Reference Number: HRJ7386 Location: Durham, North Carolina Judson Group has been retained by a respected, boutique RIA in the search for an Associate Financial Advisor. This individual will be supporting the investment research, financial planning, operations, and client service activities. The ideal candidate will have experience handling client transactions, implementing investment and financial planning recommendations,

Reference Number: HRJ7384 Location: Minneapolis/St. Paul, Minnesota 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

Reference Number: MHH7365 Location: Rochester, New York Judson Group has been retained by a full-service wealth management and financial planning firm in the search for a Wealth Advisor – CFP. The Wealth Advisor will be responsible for managing current and prospective HNW client relationships, play a key role in client meetings, and provide a superior

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 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 a

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,

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 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 continues to