Active Searches | Wealth Management

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: KL6676 Location: Atlanta, GA Judson Group has partnered with a highly regarded independent wealth management firm in the search for an Associate Advisor. 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: KL6674 Location: Chapel Hill, NC Judson Group has partnered with a highly regarded fee-only wealth management firm with over $1B AUM in the search for a 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

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: KL6666 Location: Dallas/Fort Worth, Texas Judson Group has partnered with a successful Independent Wealth Advisory firm in the search for a 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. Responsibilities: Responsible for reviewing client

Reference Number: DW6654 Location: Rochester, New York Judson Group has partnered with a growing RIA in the search for an Associate Wealth Advisor. By building and maintaining client relationships through client-facing communications and the coordinated delivery of services, the Associate Wealth Advisor serves as the principal contact with select clients. The ideal candidate has financial

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: DW6636 Location: McLean, Virginia Judson Group has been retained to add a Financial Planning Department Manager to the team of a growing, multi-billion-dollar RIA in Northern Virginia. This position works collaboratively with client service/planning teams on training, delegating task flow, financial planning, investment management and tax services for our clients. Responsibilities: Serve as

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: DW6640 Location: Boston, Massachusetts Judson Group has been retained by a well-respected, independent RIA to add a Fixed Income Portfolio Manager to its growing wealth management practice. This position will be best suited for an individual with expertise in constructing and maintain conservative portfolio allocations for high net worth individuals. We are seeking

Reference Number: HRJ6462 Location: Cleveland, Ohio Judson Group has partnered with a successful wealth management firm with $10B AUM in the search for a Portfolio Manager responsible for managing and growing HNW client relationships. This firm has a great reputation for serving its clients. The ideal candidate has extensive experience working with high net worth

Reference Number: KL6602 Location: Naples, Florida Judson Group has been retained by a successful RIA in the search for a Lead Financial Advisor. This individual will be in a client-facing role retaining and developing client relationships and continuing to build the practice. This position will take over and oversee a book of business. The ideal

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: HRJ6575 Location: Eau Claire, Wisconsin Judson Group has been retained by a growing wealth management firm in the search for a Financial Advisor to partner with a Senior Advisor at the firm in transitioning existing relationships in the firm’s Western Wisconsin footprint. The position will be based in the firm’s Eau Claire office.

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: HRJ6462 Location: Cleveland, Ohio Judson Group has partnered with a successful wealth management firm with $10B AUM in the search for a Lead Advisor responsible for managing and growing HNW client relationships. This firm has a great reputation for serving its clients. The ideal candidate has extensive experience working with high net worth

Reference Number: HRJ6540 Location: Indianapolis, Indiana Judson Group has been engaged by a privately-held, multi-billion-dollar RIA in the search for a Chief Financial 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 the overall financial management of the

Reference Number: JM1515 Location: Atlanta, Georgia Judson Group has partnered with a well-respected and quickly growing 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 provide high-touch client service to clients. This is a

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