Active Searches | Wealth Management

Reference Number: HRJ6856 Location: Chicago, Illinois Judson Group has partnered with a successful RIA in the search for a Wealth Advisor. This individual will work with the firm’s Senior Partners to manage existing relationships of HNW individuals and families with a focus on investment management activities. Over time, the Wealth Advisor will take over some

Reference Number: HRJ6857 Location: Indianapolis, Indiana Judson Group has been retained by an independent, women-owned wealth management firm in the search for a Chief Operating Officer to its team. This individual is responsible for overseeing investment and client service operations, managing the compliance function in conjunction with the firm’s outsourced compliance resource, and interacting with

Reference Number: DW6849 Location: West Deptford, New Jersey Judson Group has partnered with a highly regarded and ambitious wealth management firm in West Deptford, NJ in the search for a Licensed Sales Assistant. The ideal candidate will have strong communication, organizational, and technology skills and a desire to work in a fast-paced, collaborative environment. Key

Reference Number: DW6808 Location: Southcentral Connecticut Judson Group has partnered with a leading independent RIA with over $350 AUM in Southcentral Connecticut 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 communication

Reference Number: KL6843 Location: Greensboro, North Carolina Judson Group has been retained by a national financial advisory firm in the search for a Lead Financial Advisor. 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 planning

Reference Number: HRJ6833 Location: Bloomfield Hills, Michigan Judson Group has partnered with a leading RIA with over $20B AUM in the search for an Investment Advisor. The firm is known for their commitment to building client relationships and providing financial planning and investment management expertise. The ideal candidate has extensive experience working with UHNW clients

Reference Number: HRJ6838 Location: Bloomfield Hills, Michigan Judson Group has partnered with a leading RIA with over $20B AUM in the search for a Client Service Specialist. 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

Reference Number: HRJ6644 Location: Redwood City, California Judson Group has partnered with a growing independently held RIA in the search for a Financial Advisor. This individual will be supporting the firm’s Senior Advisors with financial planning responsibilities while taking on lead client responsibilities as appropriate. The ideal candidate will have experience handling complex client transactions,

Reference Number: DW6824 Location: Central New Jersey Judson Group has partnered with a leading independent, privately-held wealth management firm in Central New Jersey to add an Associate Financial Analyst to their team. This will be a unique opportunity to work in a collaborative environment to analyze securities and provide support to the research committee. The

Reference Number: DW6823 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: HRJ6725 Location: Nashville, Tennessee/Nationwide Judson Group has partnered with a growing wealth management firm in the search for a Wealth 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 has a

Reference Number: HRJ6725 Location: Seattle, Washington/Nationwide Judson Group has partnered with a growing wealth management firm in the search for a Wealth 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 has a

Reference Number: HRJ6588 Location: Glenview, Illinois Judson Group has been retained by a successful RIA in the search for a Support Advisor. This individual will be in a client-facing role providing support to Advisors. The ideal candidate will have experience handling client transactions, participating in client meetings, and providing a top-notch client service experience. Responsibilities:

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: 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: 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: 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 an Office Manager. 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 mentality,

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: 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: 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