Active Searches | Wealth Management

Career Opportunities in Wealth Management

Wealth Advisor | Dallas, Texas

Reference Number: MH7043 Location: Dallas, 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 the firm’s clients as well as managing the day-to-day relationships and participating in/conducting client

Director, Fiduciary Services | Minneapolis, Minnesota

Reference Number: HRJ6973 Location: Indianapolis, Indiana; Cincinnati, Ohio; Chicago, Illinois; Minneapolis, Minnesota Judson Group has partnered with a highly regarded Midwest wealth management firm in the search for a Director, Fiduciary Services. This individual can be located in any of the firm’s Midwestern offices (listed below) as they will not be administering trusts directly. The

Director, Fiduciary Services | Chicago, Illinois

Reference Number: HRJ6973 Location: Indianapolis, Indiana; Cincinnati, Ohio; Chicago, Illinois; Minneapolis, Minnesota Judson Group has partnered with a highly regarded Midwest wealth management firm in the search for a Director, Fiduciary Services. This individual can be located in any of the firm’s Midwestern offices (listed below) as they will not be administering trusts directly. The

Director, Fiduciary Services | Indianapolis, Indiana

Reference Number: HRJ6973 Location: Indianapolis, Indiana; Cincinnati, Ohio; Chicago, Illinois; Minneapolis, Minnesota Judson Group has partnered with a highly regarded Midwest wealth management firm in the search for a Director, Fiduciary Services. This individual can be located in any of the firm’s Midwestern offices (listed below) as they will not be administering trusts directly. The

Director, Fiduciary Services | Cincinnati, Ohio

Reference Number: HRJ6973 Location: Indianapolis, Indiana; Cincinnati, Ohio; Chicago, Illinois; Minneapolis, Minnesota Judson Group has partnered with a highly regarded Midwest wealth management firm in the search for a Director, Fiduciary Services. This individual can be located in any of the firm’s Midwestern offices (listed below) as they will not be administering trusts directly. The

Associate Advisor | West Deptford, New Jersey

Reference Number: HRJ7037 Location: West Deptford, New Jersey Judson Group has partnered with a privately held wealth management firm in the search for an Associate Advisor. This individual will be supporting the firm’s Senior Advisors on client relationships while taking on lead client responsibilities over time as appropriate. The ideal candidate will have experience handling

Senior Wealth Advisor | Houston, Texas

Reference Number: MH7036 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 the firm’s clients as well as managing the day-to-day relationships and participating in/conducting

Wealth Advisor | Houston, Texas

Reference Number: MH7035 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 the firm’s clients as well as managing the day-to-day relationships and participating in/conducting client

Chief Operating Officer | Indianapolis, Indiana

Reference Number: HRJ7033 Location: Indianapolis, Indiana Judson Group has been retained by a multi-billion dollar private wealth advisory team in the search for a Chief Operating Officer. This position is an integral member of the executive management team and reports to the Senior Partners. This individual will manage various operational functions including Human Resources, Finance,

Financial Advisor | Chicago, Illinois

Reference Number: HRJ7031 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 will work closely with a Senior Partner at the firm to transition a large number of existing clients to create

Operations Specialist | Chicago, Illinois

Reference Number: HRJ7010 Location: Chicago, Illinois Judson Group has partnered with a growing, well-respected RIA in the search for an Operations Specialist. The Operations Specialist is responsible for supporting the operational and portfolio management needs of the firm. The ideal candidate has previous financial services experience, including familiarity with CRM, portfolio accounting and reporting systems,

Financial Advisor | Boston, Massachusetts

Reference Number: HRJ7004 Location: Boston, Massachusetts Judson Group has partnered with a women-owned RIA in the search for a Financial Advisor. The Financial Advisor will be responsible for managing new and existing client relationships, play a key role in client meetings, and provide a superior client service experience. This position serves as an active member

Lead Wealth Advisor | Seattle, Washington

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

Chief Investment Officer | San Diego, California

Reference Number: HRJ6951 Location: San Diego, California Judson Group has been retained by a boutique, growing RIA in the search for a Chief Investment Officer. The Chief Investment Officer (CIO) will report to the Executive Committee. The CIO provides strategic direction and oversight for the firm’s investment management strategy, platforms, and portfolios. The CIO is expected to serve as the investment face of

Director – Intermediaries & Client Service | Cincinnati, Ohio

Reference Number: HRJ6975 Location: Cincinnati, Ohio Judson Group has partnered with a highly regarded wealth management firm in Cincinnati with an excess of $10B AUM in the search for a Director – Intermediaries & Client Service focused on building the firm’s institutional relationships and AUM with a primary focus on RIAs, institutional intermediary/platform market and

Vice President, Wealth Advisor | Seattle, Washington

Reference Number: MH6920 Location: Seattle, Washington Judson Group has been retained by a growing, privately-owned registered investment advisory firm with over $5B in AUM in the search for a Vice President, Wealth Advisor. This individual will be tasked with developing a build-out strategy for a new office in Seattle. They will also be responsible for

Director of Family Office Services| Indianapolis, Indiana

Reference Number: HRJ6955 Location: Indianapolis, Indiana Judson Group has partnered with a highly regarded Indianapolis wealth management firm in the search for a Director of Family Office Services. The ideal candidate has extensive tax and estate planning knowledge and experience working with UHNW clients in addition to experience managing a team and accompanying budget. This

Wealth Management Financial Analyst | Dallas, Texas

Reference Number: HRJ6953 Location: Dallas, Texas Judson Group has partnered with a successful financial advisory firm in the search for a Wealth Management Financial 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 financial

Senior Associate Financial Advisor | Redwood City, California

Reference Number: MR6827 Location: Redwood City, California Judson Group has partnered with a growing independently held RIA in the search for a Senior Associate 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

Senior Fiduciary Officer | Indianapolis, Indiana

Reference Number: HRJ6943 Location: Indianapolis, Indiana Judson Group has partnered with a highly regarded Indianapolis wealth management firm in the search for a Senior Fiduciary Officer to handle trust administration for the firm’s private trust company. This role does not have external relationship management responsibilities day-to-day. The ideal candidate has strong trust administration experience with

Financial Advisor – Existing Clients | Madison, Wisconsin

Reference Number: HRJ6925 Location: Madison, Wisconsin Judson Group has been retained by a successful independent financial services firm in the search for a Financial Advisor – Existing Clients. This individual will be in a client-facing role advising clients through financial plans and will take over existing relationships from the firm’s founder. The ideal candidate will

Lead Client Advisor – Family Office Services | Indianapolis, Indiana

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

Wealth Management – Account Executive | Grand Rapids, Michigan

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