Active Searches | Wealth Management

Reference Number: DW6766 Location: Baltimore, Maryland Judson Group has partnered with a respected $2B AUM wealth management firm in the search for a Wealth Manager to manage existing and new HNW client relationships. The ideal candidate has a strong wealth management background, client satisfaction focus, and a track record of client retention and business development

Reference Number: DW6763 Location: Rochester, New York Judson Group has partnered with a growing, well-respected RIA in the search for an Operations & Reporting Analyst. The Operations & Reporting Analyst is responsible for supporting advisory compliance routines and operational initiatives of the firm. A successful candidate will need to be able to think creatively, work

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 a Director of Administration/Operations. 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

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: HRJ6642 Location: Bloomfield Hills, Michigan Judson Group has partnered with a successful RIA in the search for a Senior Financial Planner. This individual will be supporting the firm’s senior team members with financial planning responsibilities. This individual will be managing existing relationships as well as new clients. The ideal candidate will have extensive

Reference Number: HRJ6640 Location: Redwood City, California Judson Group has been retained by a growing RIA in the search for an Associate Advisor. This individual will be supporting the firm’s Advisors with client facing responsibilities including client meeting preparation, account administration, and client communications. The ideal candidate will have experience handling client transactions, implementing investment

Reference Number: KL6712 Location: Charlotte, North Carolina Judson Group has been retained by a very well respected, growing wealth management firm in the search for an Investment Analyst. This individual will work closely with the firm’s CIO to provide tailored investment management solutions to their HNW clients. The ideal candidate will have experience with investment

Reference Number: DW6737 Location: North Shore Boston, Massachusetts Judson Group has partnered with a comprehensive independent, boutique wealth management firm in the search for a Junior Wealth Advisor. The Junior Wealth Advisor will be responsible for supporting more senior advisory team members in the identification, analysis, and implementation of planning strategies. The ideal candidate has

Reference Number: DW6736 Location: Parsippany, New Jersey Judson Group has been retained by a growing financial 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

Reference Number: HRJ6730 Location: Chicago, Illinois Judson Group has partnered with a successful investment advisory firm that currently manages in excess of $3B in client assets in the search for a Financial Advisor. This individual is responsible for working alongside a team of Senior Financial Advisors to manage the daily investment activities in client accounts.

Reference Number: HRJ6588 Location: Glenview, Illinois Judson Group has been retained by a successful RIA in the search for a Associate 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: HRJ6715 Location: Troy, Michigan Judson Group has partnered with an independent RIA based in Troy, Michigan in the search for a Chief Client Officer. The Chief Client Officer is responsible for leading the firm’s client advisory team and service delivery as well as attracting new client relationships. This position serves on the firm’s

Reference Number: HRJ6709 Location: Chicago, Illinois Judson Group has been retained by a respected investment advisory firm with $800+MM AUM in the search for a Wealth Manager. This firm is deeply rooted in fundamental research for longer-term investment success and being a trusted partner for its clients. The firm is experiencing growth and looking for

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: DW6726 Location: Rochester, New York Judson Group has been retained by a leading independent financial advisory firm in the search for a Compliance Manager. The ideal candidate will have had experience working with compliance, technology, legal, and/or operations departments within a financial institution. This individual will provide compliance, legal, and business support across

Reference Number: KL6724 Location: Austin, Texas Judson Group has partnered with a growing financial 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. This individual will be managing existing relationships as well as new clients. The ideal candidate will have

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: 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: 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: 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: 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