Active Searches | Wealth Management

Reference Number: MHH7403 Location: Remote Judson Group has been retained by a highly regarded wealth management firm in the search for a Remote Wealth Management Associate. The Associate will work on a client-centric team focusing on the planning needs of UHNW clients. The ideal candidate has significant experience working directly on complex client relationships with

Reference Number: MHH7400 Location: Morristown, New Jersey Judson Group has been retained by a leading wealth and financial services firm in the search for a Chief Marketing Officer – Wealth Management responsible for overseeing the planning, development and execution of the firm’s marketing and advertising initiatives. The Chief Marketing Officer will play a vital role

Reference Number: HRJ7401 Location: Mississauga, Ontario, Canada Judson Group has been retained by a successful, privately owned wealth and investment management firm in the search for a Senior Portfolio Manager responsible for portfolio management for assigned UHNW client relationships. This individual will be a member of the Investment Committee and responsible for setting firm-wide investment

Reference Number: HRJ7285 Location: Phoenix, Arizona Judson Group has partnered with a $4B+ 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 handling

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: MHH7389 Location: Canonsburg, Pennsylvania Judson Group has partnered with a comprehensive, fee-only wealth management firm 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 manner. This individual will support the firm’s

Reference Number: MHH7388 Location: Bethlehem, Pennsylvania Judson Group is working with a rapidly growing RIA in their search for a Client Service Manager. This individual will be responsible for building and maintaining deep relationships with the firm’s clients and supporting the advisors with operations and client service functions. This includes managing client service functions including

Reference Number: HRJ7360 Location: Tucson, Arizona – Remote Judson Group has been retained by a well-respected Wealth Management firm in the search for a Financial Advisor – CFP. This individual will report directly to the owner and will take over existing client relationships and will be responsible for leading all client meetings and developing meaningful

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: HRJ7381 Location: Fort Wayne, Indiana Judson Group is working with a $3B RIA in their search for a Wealth Advisor. This individual will support the firm’s growth by taking over existing client relationships and leading on new clients being brought into the firm. This individual will be responsible for developing financial plans, managing

Reference Number: MHH7378 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 Director of Operations. 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: MHH7379 Location: Pittsford, New York Judson Group has partnered with a top-tier RIA in Pittsford, NY to add a Senior Client Service Associate to support the firm’s financial advisors with tasks related to operations, investment analysis, and financial planning. The Senior Client Service Associate will be responsible for providing operational and service support to

Reference Number: HRJ7377 Location: Redwood City, California Judson Group has partnered with a growing independently held RIA in the search for a Director of Financial Planning. This individual is responsible for the ongoing management of the financial planning staff, processes, and technology, as well as the ongoing management of existing client relationships and the retention

Reference Number: HRJ7376 Location: Denver, Colorado Judson Group has partnered with a successful RIA in the search for a Manager, Client Service that provides client service support to the firm. The Manager, Client Service assists with ensuring an exceptional client experience through hiring, training, development, and performance development of each member of the Relationship Associate

Reference Number: HRJ7374 Location: Chicago, Illinois Judson Group has partnered with a large independently held wealth management firm in the search for an Wealth Advisor. This individual will be supporting the firm’s Senior Advisors with financial planning responsibilities while taking on lead client responsibilities over time. This is a great opportunity to join a well-respected

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: HRJ7335 Location: Atlanta, Georgia (Buckhead) 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: HRJ7366 Location: San Diego, California Judson Group has partnered with a growing boutique RIA with $500MM+ AUM in the search for a Vice President of Operations. The Vice President of Operations reports directly to the COO and is an integral member of the management team. The Vice President of Operations will both manage

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 Lead 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

Reference Number: MH7357 Location: Houston, Texas Judson Group has been retained by a highly regarded fee-only RIA with a national presence in the search for a Senior Wealth Advisor. This individual will be handling financial planning, retirement planning, and investment management for approximately 150 of the firm’s clients as well as managing the day-to-day relationships

Reference Number: MH7356 Location: Houston, Texas Judson Group has been retained by a highly regarded fee-only RIA with a national presence in the search for a Wealth Advisor. This individual will be handling financial planning, retirement planning, and investment management for approximately 130 of the firm’s clients as well as managing the day-to-day relationships and

Reference Number: HRJ7351 Location: West Palm Beach, Florida or New York City, New York Judson Group has been retained by a growing wealth management organization to add a Director of Human Resources – Wealth/Financial Services to support the expansion of the organization. This individual will be responsible for working alongside leadership to develop and execute

Reference Number: MHH7354 Location: Pittsburgh, Pennsylvania Judson Group has partnered with a comprehensive, fee-only wealth management firm in the search for a Senior Wealth Advisor. This individual is the principal contact with the clients. The senior wealth advisor will also have business development goals and be responsible for maintaining ongoing client relationships with new and

Reference Number: MHH7353 Location: Canonsburg, Pennsylvania Judson Group has partnered with a comprehensive, fee-only wealth management firm in the search for an Associate Wealth Advisor. This individual will support the firm’s Senior Wealth Advisors in serving clients, the creation of financial plans/research, and sales support. The ideal candidate will have experience preparing financial planning recommendations,

Reference Number: MH7333 Location: Denver, Colorado Judson Group has retain by a growing, independent wealth advisory firm in the search for a Wealth Manager. This individual will be supporting the firm’s clients and will be responsible for developing holistic financial plans, managing client relationships, reviewing portfolio performance with clients, and performing research regarding complex client

Reference Number: HRJ7339 Location: Chicago, Illinois Judson Group has partnered with a well-established, multi-generational family office in Chicago in the search for a Financial Planner. This individual will be supporting all aspects of financial management and associated implications of private equity deal transactions and related cash management activities. The ideal candidate will have experience handling

Reference Number: MH7336 Location: San Francisco, California Judson Group has partnered with a highly regarded fee-only RIA with a national presence in the search for a Wealth Advisor. This individual will be responsible for financial planning, retirement planning, and investment management for the firm’s clients, as well as managing the day-to-day relationships and participating in/conducting

Reference Number: HRJ7296 Location: Houston, Texas Judson Group has been retained by a boutique independent RIA in the search for an Associate Financial Advisor/Financial Planner. The right candidate will serve as a primary collaborator with the lead advisor and owner and support client relationships with financial plan creation and updates. There is long-term growth potential

Reference Number: HRJ7313 Location: Indianapolis, Indiana Judson Group has partnered with a highly regarded and ambitious independent RIA in the search for a Lead Wealth Advisor. This individual will be investment focused, spearheading the Investment Committee, all while handling complex financial planning and investment management for a number of the firm’s HNW clients. The ideal

Reference Number: HRJ7113 Location: Indianapolis, Indiana Judson Group has partnered with a highly regarded and ambitious independent RIA in the search for a Financial Planning Associate. This individual will be supporting the firm’s financial advisors and clients with financial planning responsibilities, including assisting in financial planning ideas and formulating planning recommendations. They should be comfortable

Reference Number: HRJ7310 Location: Indianapolis, Indiana Judson Group has partnered with a highly regarded and ambitious independent RIA in the search for a Paraplanner. This individual will be supporting the firm’s financial advisors and clients with financial planning responsibilities, including meeting prep and follow-up. The ideal candidate will have a client service mindset and 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: HRJ7308 Location: Los Angeles, California Judson Group has been retained by an RIA with a national presence in their search for a 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,

Reference Number: MH7292 Location: Dallas, Texas Judson Group has been retained by a growing, independently held RIA in the search for a Financial Planner. This individual will be supporting the firm’s Advisors with financial planning and investment management responsibilities. The ideal candidate will have experience handling complex client transactions, preparing and presenting investment and financial

Reference Number: MHH7303 Location: Youngstown, Ohio Judson Group has been retained by a leading independent fiduciary in the search for a Wealth Advisor. The Wealth Advisor will be responsible for managing current and prospective client relationships, play a key role in client meetings, and provide a superior client service experience. The firm is known for

Reference Number: HRJ7289 Location: Bettendorf, Iowa Judson Group has been retained by a boutique RIA to add an Associate 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

Reference Number: MHH7274 Location: Alexandria, Virginia Judson Group has been retained by a growing RIA in the search for a Financial Planner. The Financial Planner is responsible for running client review meetings, updating/presenting financial plans, and articulating the firm’s investment philosophy. The Financial Planner will be the lead relationship manager for clients and be responsible

Reference Number: HRJ7280 Location: Dallas, Texas Judson Group has partnered with a successful RIA in the search for a Senior Wealth Client Service Specialist to provide administrative and operational support to one or more Advisors of the firm. The Senior Wealth Client Service Specialist assists with Ultra High Net Worth client daily needs. Responsibilities include;

Reference Number: HRJ7279 Location: Troy, Michigan Judson Group has partnered with a $600MM+ RIA in their search for a dedicated Financial Planner. This individual will be joining a centralized private planning team that supports the firm’s Advisors by owning the financial planning process. The ideal candidate will have deep financial planning experience for HNW and

Reference Number: HRJ7270 Location: Denver, Colorado Judson Group has been retained by a large, independent RIA to add a Director of Financial Planning to their team. Our client provides independent investment and financial planning advice to help clients make sound financial decisions. The Director of Financial Planning will have the unique role of developing the

Reference Number: MHH7266 Location: Camp Hill, Pennsylvania Judson Group has partnered with a leading independent fiduciary in the search for a Wealth Advisor to take over an existing client base. The Wealth Advisor will be responsible for managing current and prospective client relationships, play a key role in client meetings, and provide a superior client

Reference Number: HRJ7256 Location: Indianapolis, Indiana Judson Group has partnered with a growing, independently held RIA in the search for a Financial Planner. This individual will be supporting the firm’s Advisors with financial planning and investment management responsibilities. The ideal candidate will have experience handling complex client transactions, preparing and presenting investment and financial planning

Reference Number: MH7255 Location: Bellevue, Washington Judson Group has been retained by a growing RIA in Seattle that is known for their UHNW focus and high-end client service to add a Senior Family Wealth Advisor to their team. The ideal candidate has extensive experience working directly with UHNW clients with a focus on wealth and

Reference Number: MH6933 Location: Seattle, Washington Judson Group has partnered with a highly regarded independent RIA in the search for a Lead 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 and participating in or conducting client