Active Searches | Wealth Management

Reference Number: HRJ7228 Location: Atlanta, Georgia Judson Group has partnered with a fee-only financial planning and investment management firm in the search for a Wealth Advisor. This individual will support the firm’s founder by taking over existing client relationships. This individual will be responsible for developing financial plans, managing client relationships, reviewing portfolio performance with

Reference Number: HRJ7239 Location: Plantation, Florida Judson Group has been retained by a comprehensive wealth management firm in the search for a Head of Tax Planning. This individual will be responsible for the firm’s tax planning services for clients and leading relationships with clients’ outside advisors. This person is not responsible for direct preparation of

Reference Number: HRJ7226 Location: Remote Judson Group has partnered with a growing, well-respected RIA with offices nationwide in the search for an Operations Associate – Wealth Management. The Operations Associate is responsible for working alongside the Senior Operations Manager in supporting the operational and portfolio management needs of the firm. They will be supporting business

Reference Number: MHH7085 Location: Pittsford, New York or Remote Judson Group has partnered with a top-tier RIA in Pittsford, NY to add a Client Service Associate to support the firm’s financial advisors with tasks related to operations, investment analysis, and financial planning. This will be a fully remote position for the right candidate. The ideal candidate has financial services experience and a

Reference Number: MH7231 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

Reference Number: MHH7229 Location: Pittsburgh, Pennsylvania Judson Group has been retained by 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: 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: HRJ7200 Location: Tucson, Arizona Judson Group has been retained by a large, independent RIA to add a Wealth Advisor to their advisory team. Our client provides independent investment and financial planning advice to help clients make sound financial decisions. The Wealth Advisor serves as the firm’s primary point of contact for a select

Reference Number: HRJ7221 Location: Chicago, Illinois Judson Group has partnered with a successful investment advisory firm that currently manages over $7B in client assets in the search for an Associate Wealth Planner. This individual will be supporting the firm’s senior team members with financial planning responsibilities, providing client-centric financial analyses and recommendations to UHNW clients.

Reference Number: HRJ7214 Location: Middleburg Heights, Ohio Judson Group has been retained by a rapidly growing, fee-only RIA in the search for a Chief Operating Officer. This individual will be responsible for overseeing day-to-day operations, finance, human resources, compliance, and technology. This is a phenomenal opportunity for a strategic thinker to make a large impact

Reference Number: MH7182 Location: Seattle, Washington Judson Group has partnered with a growing, independent wealth advisory firm in the search for a Client Advisor. This individual will be supporting the mass-affluent clients. This individual will be responsible for developing holistic financial plans, managing client relationships, reviewing portfolio performance with clients, and performing research regarding complex

Reference Number: HRJ7208 Location: Atlanta, Georgia Judson Group has partnered with a highly regarded fee-only financial planning and investment advisory firm in Atlanta 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: MHH7151 Location: Phoenix, Arizona Judson Group has partnered with a rapidly growing, boutique RIA in the search for an Investment Advisor located in Phoenix, AZ. This is a client facing position responsible for leveraging established custodian referral sources to increase market share in the assigned footprint. The Investment Advisor is responsible for leading

Reference Number: MHH7202 Location: Marlton, New Jersey Judson Group has partnered with a successful wealth management firm in the search for a Senior Portfolio Manager responsible for all necessary functions relating to the investment of client funds for the firm. This firm has a great reputation for serving its clients. The ideal candidate has extensive

Reference Number: HRJ7198 Location: Atlanta, Georgia Judson Group has partnered with a growing wealth management firm in the search for a Associate Research Analyst. This individual will be primarily responsible for the analysis of the fundamental outlook for companies and an assessment of equity valuation.  They will also be responsible for producing recommendations for stock

Reference Number: HRJ2121 Location: Indianapolis, Indiana Judson Group has partnered with a privately held wealth management firm in the search for a Trust Specialist focused on administration of all trusts. The Trust Specialist will be supporting the fiduciary officers with the daily administration of HNW fiduciary accounts and provide high-touch client service. Responsibilities: Provide high-tough

Reference Number: HRJ7187 Location: Brighton, Michigan Judson Group has been retained by a local hybrid RIA and Insurance firm to help them add a Chief Operating Officer to their team. This individual will be responsible for overseeing day-to-day operations, finance, human resources, and technology across multiple office locations. The ideal candidate has 5+ years of

Reference Number: MH7195 Location: Tampa, Florida 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

Reference Number: HRJ7029 Location: Auburn Hills, Michigan Judson Group has been retained by an RIA with over $600MM AUM in their search for an Associate Wealth Advisor. This individual will support the firm’s senior leadership by taking over existing client relationships and leading on new client relationships. They will be responsible for developing financial plans,

Reference Number: HRJ7186 Location: Boston, Massachusetts Judson Group has been retained by a leading RIA with over $28B AUM in the search for a Lead Advisor/Tax Planner. The firm is known for their commitment to building client relationships and providing financial planning and investment management expertise. The ideal candidate has extensive experience working with UHNW

Reference Number: MHH7188 Location: Pittsburgh, Pennsylvania Judson Group has partnered with a trusted, privately held Business Advisory Firm and Multi-Family Office to add a Senior Wealth Advisor to their growing team. Our client provides objective, high-quality advice to help ultra-high-net worth clients make smart decisions with their money. The Senior Wealth Advisor serves as the

Reference Number: HRJ7110 Location: Remote Judson Group has partnered with a growing, well-respected RIA in the search for an Operations Specialist. The Operations Specialist is a critical role supporting various operational and administrative duties across the firm. The ideal candidate has previous financial services experience, including familiarity with CRM, portfolio accounting and reporting systems, establishing

Reference Number: MHH7185 Location: Rockville, Maryland Judson Group has partnered with a boutique wealth management firm located near Rockville, Maryland 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. The ideal candidate

Reference Number: HRJ7177 Location: Ludington, Michigan Judson Group has been retained by a growing community bank in the search for a Trust Officer/Relationship Manager. The Trust Officer/Relationship Manager will be developing wealth client relationships and delivering wealth and trust plans. Our client is looking for a candidate who possesses strong client relationship management skills, as

Reference Number: MHH7171 Location: Peterborough, New Hampshire Judson Group has partnered with a growing fee-only financially advisory firm with a great reputation and in the search for a Wealth Advisor. The Wealth Advisor will be responsible for managing the client relationships brought on board, play a key role in client meetings, and provide a superior

Reference Number: MHH7174 Location: Philadelphia, Pennsylvania Judson Group has partnered with an independent, privately-held wealth management firm in the search for a Wealth Manager focused on working with client base of young professionals. This position does NOT include any sales responsibilities. This may lead to a unique opportunity for someone to develop a service offering

Reference Number: MHH7138 Location: New Hope, Pennsylvania Judson Group has partnered with an established independent financial advisory firm in the search for a Financial Planning Associate. The Financial Planning Associate will work on a client-centric team focusing on the planning needs of HNW individuals and families. The ideal candidate has some experience working directly on

Reference Number: HRJ7153 Location: Greensboro, North Carolina Judson Group has partnered with an independent RIA to add an Operations/Trading/Compliance Specialist to support the firm’s financial advisors with tasks related to back-office operations. The ideal candidate has financial services experience and a desire to work in a team-based environment in support of HNW client relationships. The

Reference Number: MHH7170 Location: Columbia, Maryland Judson Group has partnered with a growing, well-respected RIA in the search for an Operations Specialist. The Operations Specialist is responsible for supporting various operational and administrative duties across the firm. The ideal candidate has previous financial services experience, including familiarity with CRM, portfolio accounting and reporting systems, and

Reference Number: HRJ7120 Location: Remote Judson Group has been retained by a national wealth advisory firm in the search for a Chief Operating Officer. This individual is responsible for overseeing operations across multiple office locations, assisting in an aggressive M&A mandate, and overall management of the firm’s day-to-day operations and investment supervisory functions. The COO

Reference Number: MHH7137 Location: Hartford, Connecticut Judson Group has partnered with a highly regarded fee-only RIA in the search for a Lead Wealth Advisor – CFP. This individual will be managing current and new client relationships, as well as reviewing and discussing financial strategies to meet client goals. They will work with a team of

Reference Number: HRJ7097 Location: Atlanta, Georgia Judson Group has partnered with a highly regarded fee-only wealth management firm in the search for a Senior Associate. 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: HRJ7126 Location: Chicago, Illinois 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 Midwestern presence, collaborative approach, and excellent client service capabilities

Reference Number: MHH7090 Location: New York, New York Judson Group has partnered with a growing, highly regarded independent advisory firm in the search for a Client Relationship Manager/Financial Advisor. The firm is known for its team-oriented environment, collaborative approach, and high touch client service capabilities. The ideal candidate has financial planning and/or investment advisory experience.

Reference Number: HRJ7114 Location: Indianapolis, Indiana Judson Group has partnered with a highly regarded wealth management firm in Indianapolis with an excess of $15B AUM in the search for a Client Advisor. The firm is known for its Midwestern presence, collaborative approach, and excellent client service capabilities for clients with net worth $10MM and above.

Reference Number: HRJ7061 Location: Indianapolis, Indiana Judson Group has been retained by a boutique RIA in the search for an Associate Wealth Advisor. This individual will support the firm’s founder by taking over existing client relationships. This individual will be responsible for developing financial plans, managing client relationships, reviewing portfolio performance with clients, and performing

Reference Number: HRJ7048 Location: Washington, D.C. Judson Group has partnered with a growing wealth management firm with a great reputation and strong leadership in the search for a Wealth Advisor. The Wealth Advisor will be responsible for developing, retaining, and servicing new and current client relationships. This position may be located in offices located in

Reference Number: HRJ7048 Location: Philadelphia, Pennsylvania Judson Group has partnered with a growing wealth management firm with a great reputation and strong leadership in the search for a Wealth Advisor. The Wealth Advisor will be responsible for developing, retaining, and servicing new and current client relationships. This position may be located in offices located in

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

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

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

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

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