Active Searches | Wealth Management

Reference Number: HRJ7658 Location: Boca Raton, Florida Judson Group has partnered with a $19B+ AUM RIA with a national presence in the search for an Associate Wealth Manager. This individual will be helping grow the firm. The ideal candidate will have experience handling complex client transactions, implementing investment and financial planning recommendations, supporting client meetings, and

Reference Number: HRJ7631 Location: San Francisco, California (on-site) Judson Group has partnered with 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: HRJ7656 Location: Chicago, IL/Cincinnati, OH/Atlanta, GA Judson Group has partnered with a privately held wealth management firm with an excess of $10B AUM in the search for a Senior Wealth Strategist to serve as a technical resource for the firm in estate planning and will be a key member of the firm’s Family

Reference Number: HRJ7655 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: MHH7654 Location: Hunt Valley, Maryland Judson Group has partnered with a highly regarded independent wealth management firm in Hunt Valley, 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

Reference Number: HRJ7593 Location: Boulder, Colorado Judson Group has partnered with a $19B+ AUM RIA with a national presence in the search for a Wealth Manager. This individual will be helping grow the firm and will have a long-term leadership/opportunity. The ideal candidate will have experience handling complex client transactions, implementing investment and financial planning recommendations,

Reference Number: MHH7653 Location: Martinsville, New Jersey; on-site. Judson Group has partnered with a leading independent, privately-held wealth management firm in Central New Jersey to add a Financial Advisor – CFP to their team. This will be a unique opportunity to work in a collaborative environment to service clients’ financial needs with a reputable RIA.

Reference Number: MHH7645 Location: Westport, Connecticut Judson Group has partnered by a highly regarded wealth firm in the search for a Senior Wealth Advisor. This individual will work to initiate, cultivate, and maintain relationships with HNW individuals and their families, collaborating with the rest of the team to develop investment solutions that help them achieve

Reference Number: HRJ7652 Location: Chicago, Illinois Judson Group has partnered with a $19B+ AUM RIA with a national presence in the search for a Senior Wealth Advisor. The Senior Wealth Advisor will be responsible for attracting and closing prospective HNW and UHNW clients alongside a service advisor in the region that will manage the client

Reference Number: MHH7651 Location: Falls Church, Virginia Judson Group has partnered by a highly regarded wealth firm in the search for a Senior Wealth Advisor – CFP. This individual will be delivering advanced financial planning services to a rapidly growing group of high net worth and ultra high net worth clients. This role will be

Reference Number: MHH7650 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 Wealth Portfolio Operations Specialist. Our client focuses solely on investment returns for its clients. This individual will then be integral in using Advent Black Diamond

Reference Number: MHH7649 Location: Glastonbury, Connecticut Judson Group has partnered with a boutique wealth management firm in the search for a Wealth Portfolio Administrator. This individual is responsible for operational, administrative, and technical support. This is an ideal step for anyone looking to be exposed to various investment management aspects. Responsibilities: Update client accounts daily

Reference Number: MHH7648 Location: Glastonbury, Connecticut Judson Group has partnered with a boutique wealth management firm in the search for a Senior Wealth Advisor – CFP to develop and manage client relationships. The ideal candidate will be growth-minded with a desire to do outbound client development activities and grow/manage a book of business. Responsibilities: Responsible

Reference Number: HRJ7624 Location: Seattle, Washington Judson Group has partnered with a $19B+ AUM RIA with a national presence in the search for a Senior Wealth Advisor. The Senior Wealth Advisor will be responsible for attracting and closing prospective HNW and UHNW clients alongside a service advisor in the region that will manage the client relationships

Reference Number: MHH7647 Location: Pittsburgh, Pennsylvania Judson Group has partnered with 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 the

Reference Number: MHH7643 Location: Boston, Massachusetts/Travel to Dallas for training (fully remote, but must live in Boston area) Judson Group has partnered with a $19B+ AUM RIA with a national presence in the search for a Senior Wealth Advisor. The Senior Wealth Advisor will be responsible to help attract and close prospective HNW and UHNW

Reference Number: MHH7644 Location: Boston, Massachusetts/Travel to Dallas for training (fully remote, but must live in Boston area) Judson Group has partnered with a $19B+ AUM RIA with a national presence in the search for a Senior Wealth Manager – CFP. The ideal candidate will have experience handling complex client transactions, implementing investment and financial

Reference Number: MHH7642 Location: Houston, Texas Judson Group has partnered with a highly regarded, fast-growing, fee-only RIA with a national presence in the search for a Wealth Advisor – CFP. This individual will be handling financial planning, retirement planning, and investment management, as well as managing the day-to-day relationships and participating in/conducting client meetings for

Reference Number: HRJ7639 Location: Phoenix, Arizona Judson Group has partnered with a $19B+ AUM RIA with a national presence in the search for a Wealth Manager. This individual will be helping grow the firm and will have a long-term leadership/opportunity. The ideal candidate will have experience handling complex client transactions, implementing investment and financial planning

Reference Number: HRJ7625 Location: Seattle, Washington Judson Group has partnered with a $19B+ 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 complex client

Reference Number: MHH7638 Location: Katonah, New York Judson Group has partnered with a growing full-service wealth management firm in the search for a Senior Portfolio Analyst – Wealth Management. This individual will play a vital role in providing tailored investment management process and solutions to their HNW/UHNW clients. This position reports to the CEO and

Reference Number: MHH7637 Location: New Haven, Connecticut Judson Group has been retained by a successful financial firm located in New Haven, Connecticut 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 overseeing the production of wealth

Reference Number: HRJ7634 Location: San Francisco, California Judson Group has partnered with a $19B+ AUM RIA with a national presence in the search for a Wealth Manager. This individual will be helping grow the firm and will have a long-term leadership/opportunity. The ideal candidate will have experience handling complex client transactions, implementing investment and financial planning

Reference Number: HRJ7633 Location: Columbus, Ohio Judson Group has partnered with a $19B+ AUM RIA with a national presence in the search for a Senior Wealth Advisor. The Senior Wealth Advisor will be responsible for attracting and closing prospective HNW and UHNW clients alongside a service advisor in the region that will manage the client relationships

Reference Number: HRJ7635 Location: Boulder, Colorado Judson Group has partnered with a $19B+ AUM RIA with a national presence in the search for a Senior Wealth Manager. This individual will be helping grow the firm and will have a long-term leadership/opportunity. The ideal candidate will have experience handling complex client transactions, implementing investment and financial

Reference Number: MHH7630 Location: Bethesda, Maryland Judson Group has partnered with a leading financial advisory firm in Bethesda to add an Operations Associate – Wealth Management to their team. This will be a unique opportunity to work in a collaborative environment to support client account management, trading, compliance, and overall operations and efficiency within the

Reference Number: HRJ7632 Location: Midland, Michigan Judson Group has partnered with a nationally recognized independent, commission-free fiduciary in the search for a Financial Advisor. This individual will take on a client-facing role with financial planning and investment management responsibilities. The ideal candidate will have experience handling client transactions, implementing investment and financial planning recommendations, business

Reference Number: MHH7628 Location: McLean, Virginia Judson Group has been retained by an ever-evolving financial services firm offering solutions to independent advisors based on their preferred level of ownership and responsibility in the search for a Licensed Client Service Associate. The Licensed Client Service Associate will have the unique role of providing high-touch client service

Reference Number: MHH7627 Location: Moorestown, New Jersey Judson Group has partnered with a leading wealth management firm in the search for a Head of Financial Planning – CFP – Wealth Management. This individual will serve in an entrepreneurial leadership role to lead all financial planning activities, strategies, and initiatives. This individual will be responsible for

Reference Number: MHH7626 Location: Boston, Massachusetts/Travel to Dallas for training Judson Group has been retained by a $19B+ RIA with a national presence in their search for an Associate Wealth Manager. This individual will be managing and servicing client relationships. They will be responsible for managing client relationships, reviewing portfolio performance with clients, investment analysis,

Reference Number: MHH7626 Location: New York, New York (Tri-State area)/Travel to Dallas for training Judson Group has been retained by a $19B+ RIA with a national presence in their search for an Associate Wealth Manager. This individual will be managing and servicing client relationships. They will be responsible for managing client relationships, reviewing portfolio performance

Reference Number: HRJ7622 Location: Dallas, Texas Judson Group has been retained by a $19B+ RIA with a national presence in their search for a Wealth Manager. This individual will be managing and servicing client relationships. They will be responsible for managing client relationships, reviewing portfolio performance with clients, investment analysis, financial planning, and performing research

Reference Number: HRJ7620 Location: Silicon Valley/San Francisco, California Judson Group has been retained by a $19B+ RIA with a national presence in their search for a Wealth Manager. This individual will be managing and servicing client relationships. They will be responsible for managing client relationships, reviewing portfolio performance with clients, investment analysis, financial planning, and

Reference Number: MHH7608 Location: Moorestown, New Jersey Judson Group has partnered with a highly regarded wealth management firm in the search for an Associate Wealth Advisor. This candidate will have the unique role of providing technical and client relationship management support to seasoned members of the Advisory Team. Furthermore, this candidate will have the opportunity

Reference Number: MHH7597 Location: Austin, Texas Judson Group has been retained by a respected wealth management firm with over $25B AUM in the search for 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 counsel

Reference Number: HRJ7603 Location: Minneapolis, Minnesota Judson Group has been retained by a $19B+ RIA with a national presence in their search for a Senior Wealth Manager. This individual will be managing and servicing client relationships. They will be responsible for managing client relationships, reviewing portfolio performance with clients, investment analysis, financial planning, and performing

Reference Number: HRJ7572 Location: Detroit, Michigan Judson Group has been retained by a $19B+ RIA with a national presence in their search for a Senior Wealth Manager. This individual will be managing and servicing client relationships. They will be responsible for managing client relationships, reviewing portfolio performance with clients, investment analysis, financial planning, and performing

Reference Number: MHH7589 Location: San Antonio, Texas Judson Group has been retained by a fast growing, fee-only financial planning firm in San Antonio in the search for a Senior Wealth Advisor – CFP. This individual will be providing fiduciary expertise to clients through a passion for service and comprehensive wealth solutions. The ideal candidate will

Reference Number: MHH7584 Location: Pittsburgh, Pennsylvania Judson Group has partnered with a growing, privately-owned financial advisory firm located in Pittsburgh in the search for a Director of Client Services. 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 ideal

Reference Number: HRJ7577 Location: San Diego, California Judson Group has been retained by a leading San Diego wealth management firm to help them add a Lead Wealth Advisor to their growing team. This is an exciting opportunity for an established advisor to take over existing client relationships, working collaboratively with the greater team to formulate and

Reference Number: HRJ7574 Location: Minneapolis, Minnesota Judson Group has partnered with a large independently held wealth management firm located in the Twin Cities area in the search for a Wealth Advisor. This individual will be responsible for maintaining and developing client relationships by providing sophisticated financial planning, investment management, and tax and estate planning services.

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: 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: 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