Active Searches | Wealth Management

Reference Number: HRJ7576 Location: San Francisco, California Judson Group has partnered with a dynamic, fast-growing independent Registered Investment Advisory (RIA) firm in the search for an Operations Manager – Wealth Management. With $1.9B in AUM and a strong reputation for serving affluent individuals, families, and both public and private organizations, this firm is on a

Reference Number: MHH7733 Location: Fort Worth, Texas Judson Group is partnering with a forward-thinking, client-focused wealth management firm to find a seasoned and strategic Wealth Advisor – CFP. This is an exciting opportunity to take on a high-impact leadership role where you’ll deepen relationships with high-net-worth clients, deliver sophisticated financial solutions, and mentor the next

Reference Number: MHH7654 Location: Hunt Valley, Maryland Judson Group is proud to partner with a highly respected independent wealth management firm in the search for a Senior Financial Advisor in Hunt Valley, MD. Known for its deep commitment to client service and a collaborative, values-driven culture, this firm offers an exceptional environment for seasoned advisors

Reference Number: HRJ7723 Location: Minneapolis, Minnesota Judson Group is proud to partner with a powerhouse RIA to identify a Lead Wealth Advisor ready to make a meaningful impact. This is more than a job—it’s an opportunity to join a dynamic, client-centric firm known for delivering exceptional service and customized wealth strategies to an elite clientele.

Reference Number: HRJ7732 Location: Phoenix, Arizona Judson Group has partnered with a rapidly growing, nationally recognized RIA managing over $29B in AUM in the search for a driven and relationship-oriented Wealth Manager. This is an exciting opportunity for a skilled advisor to step into a client-facing role with strong growth potential—and a clear path to

Reference Number: MHH7730 Location: Morristown, New Jersey Judson Group is proud to partner with a premier wealth and financial services firm in the search for a Lead Wealth Advisor. Renowned for its sophisticated approach to serving ultra-high-net-worth (UHNW) individuals and families, this firm delivers best-in-class financial planning and investment management—enhanced by elite offerings in Private

Reference Number: HRJ7729 Location: Carmel, Indiana/Grand Rapids, Michigan Judson Group has partnered with a nationally respected $20B+ MFO in the search for a Wealth Strategist — a critical role within the firm’s Family Office Services Group. This is more than just a job; it’s a chance to be the go-to estate planning authority for clients.

Reference Number: HRJ7717 Location: Michigan City, Indiana Judson Group has partnered with a highly respected and financially strong financial institution to find a visionary SVP, Wealth President to lead its wealth management operations. This is more than just a leadership role — it’s your opportunity to make a lasting impact by building on an already

Reference Number: MHH7726 Location: The Woodlands, Texas Judson Group has partnered with a fast-growing, client-first wealth management firm on a mission to empower individuals and families to make confident, informed financial decisions. By deeply understanding each client’s goals, values, and vision, this firm delivers an exceptional planning experience — and it brings that same care

Reference Number: HRJ7719 Location: Winter Park, Florida Judson Group has been retained by a leading privately-held wealth management firm with over $5B in AUM in the search for a Market Leader – RIA to oversee the client experience and drive strategic growth for its Winter Park office. This high-visibility role offers the rare opportunity to

Reference Number: MHH7720 Location: Marion, Massachusetts Judson Group is proud to partner with a respected, comprehensive fee-only wealth management firm in the search for a Wealth Service Advisor – CFP®. This is a high-impact role for an experienced financial professional who thrives on building lasting relationships, delivering exceptional client service, and supporting holistic wealth planning.

Reference Number: HRJ7703 Location: Indianapolis/Fort Wayne, Indiana Judson Group has been exclusively retained by a highly respected, financially strong $7B Midwest-based financial institution in the search for an experienced Investment Portfolio Manager. This is an exciting opportunity for a seasoned investment professional to step directly into a client-facing, investment-centric role—driving portfolio strategy, conducting hands-on research,

Reference Number: MHH7715 Location: College Station, Texas Judson Group is partnering with a highly successful and client-centric financial firm in the search for a Financial Planner (CFP®) to join their growing team in College Station. In this role, you’ll be a core member of the financial planning department, delivering in-depth planning strategies and helping high-net-worth

Reference Number: HRJ7713 Location: Denver Tech Center, Colorado Judson Group has partnered with a rapidly growing, nationally recognized RIA managing over $29B in AUM in the search for a driven and relationship-oriented Wealth Manager. This is an exciting opportunity for a skilled advisor to step into a client-facing role with strong growth potential—and a clear

Reference Number: HRJ7710 Location: Atlanta, Georgia Judson Group has partnered with a rapidly growing, nationally recognized RIA managing over $29B in AUM in the search for a driven and relationship-oriented Wealth Manager. This is an exciting opportunity for a skilled advisor to step into a client-facing role with strong growth potential—and a clear path to

Reference Number: MHH7687 Location: Akron, Ohio Judson Group is excited to partner with a rapidly growing, client-centric wealth management firm in the search for an Associate Wealth Advisor – CFP®. This is a high-impact opportunity to join a collaborative team and manage an established client base of approximately 100 households, working directly alongside a seasoned

Reference Number: MHH7683 Location: San Antonio, Texas Judson Group has been exclusively retained by a fast-growing, nationally recognized RIA with over $19B in AUM in the search for a Wealth Advisor – CFP®. This is an outstanding opportunity to join a top-rated firm with a reputation for delivering sophisticated planning, personalized investment strategies, and a

Reference Number: HRJ7675 Location: Redwood City, California Judson Group is excited to partner with a dynamic, independently held fee-only RIA based in Redwood City, CA in the search for a Wealth Manager. This is an incredible opportunity for a talented financial advisor who’s ready to take the next step—guiding high-net-worth clients through complex planning and investment

Reference Number: HRJ7677 Location: Tucson, Arizona Judson Group has been exclusively retained by a high-touch, boutique RIA in search of a Financial Advisor – CFP to take on a lead advisory role and help shape the future of the firm. This is a rare opportunity to inherit established client relationships, work directly with the firm’s

Reference Number: HRJ7668 Location: Holland, Michigan Judson Group has partnered with a highly respected, independent RIA managing $1.8B in client assets in the search for a Tax & Estate Planning Specialist. This is a unique opportunity to join a team-driven firm that values deep relationships, high-impact planning, and long-term client success. Whether you’re a seasoned

Reference Number: HRJ7655 Location: Chicago, Illinois Judson Group is proud to partner with a nationally respected $20B+ MFO in the search for a Managing Director / Lead Advisor. This is a rare opportunity to join a top-tier advisory firm known for its collaborative culture, sophisticated planning capabilities, and exceptional service to clients with $5MM+ in

Reference Number: HRJ7593 Location: Boulder, Colorado Judson Group is proud to partner with a nationally recognized, $29B+ AUM Registered Investment Advisor in the search for a Wealth Manager to join their growing Boulder office. This is an outstanding opportunity for a client-focused advisor to join one of the most respected firms in the industry. You’ll

Reference Number: HRJ7652 Location: Chicago, Illinois Judson Group is proud to partner with a premier, $29B+ AUM Registered Investment Advisor with a strong national footprint in the search for a Senior Wealth Advisor. This role is tailor-made for a dynamic, results-driven advisor with a passion for business development and a track record of success working

Reference Number: HRJ7660 Location: Detroit, Michigan – Remote/Hybrid but MUST be located in the area. Judson Group is excited to partner with a nationally recognized, $29B+ AUM Registered Investment Advisor (RIA) in the search for a Senior Wealth Manager. This is a high-impact, client-facing role for an experienced professional who thrives on building lasting relationships,