Active Searches | Wealth Management

Reference Number: MHH7458 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 Financial Advisor. The firm is known for its client-first approach and strong company culture. The Financial Advisor will be responsible for and serve as a point of

Reference Number: HRJ7417 Location: Los Angeles, California Judson Group has partnered with a boutique wealth management firm located near Los Angeles 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

Reference Number: MHH7455 Location: Hunt Valley, Maryland Judson Group has been retained by a growing boutique wealth management firm located in Hunt Valley, MD in the search for a Director of Operations & Strategy – Wealth Management. The Director of Operations & Strategy is an integral member of the management team, responsible for overseeing the

Reference Number: HRJ7450 Location: Salt Lake City, Utah 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

Reference Number: MHH7453 Location: Westport, Connecticut Judson Group has partnered with a growing wealth management firm in the search for a Financial Advisor to service an existing and prospective client base. This individual is responsible for advising HNW clients through comprehensive investment management and financial planning. The ideal candidate has a track record of servicing

Reference Number: MHH7452 Location: Boston, Massachusetts Judson Group has partnered with a growing independently held RIA in the search for a Support Advisor. This individual will collaborate with the advising team to deliver comprehensive financial planning and fee only investment management to clients. This is a great opportunity to join a well-respected firm known for

Reference Number: MHH7451 Location: Boston, Massachusetts Judson Group has partnered with a growing independently held RIA in the search for an Associate Advisor. This individual will collaborate with the advising team to deliver comprehensive financial planning and fee only investment management to clients. This is a great opportunity to join a well-respected firm known for

Reference Number: HRJ7421 Location: Indianapolis, Indiana 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 clients with net

Reference Number: MHH7448 Location: Plymouth Meeting, Pennsylvania Judson Group has partnered with a well-established and growing RIA in the search for a Client Advisor. This individual will be supporting UHNW clients. This individual will be responsible for developing all-encompassing financial plans and managing client relationships. The ideal candidate has 8+ years of client facing wealth management

Reference Number: MHH7446 Location: Dallas, Texas Judson Group has been retained by a leading holistic independent financial advisory firm in the search for a Client Specialist. The firm is known for their commitment to building client relationships and providing individualized investment management solutions. This candidate will have the unique role of providing high-touch client service.

Reference Number: MHH7445 Location: Atlanta, Georgia Judson Group has been retained by a leading holistic independent financial advisory firm in the search to add an Assistant Fixed Income Portfolio Manager/Analyst to its growing wealth management practice. This position will be best suited for an individual with expertise in fixed income strategy/allocation, short-duration fixed income portfolio

Reference Number: MHH7443 Location: Austin, Texas Judson Group has partnered with a growing RIA in Austin in the search for a Financial Advisor/Financial Planner. This individual will be supporting the firm’s Senior Advisors with financial advising/planning responsibilities while taking on lead client responsibilities as appropriate. The ideal candidate will have experience handling client transactions, implementing

Reference Number: MHH7431 Location: Memphis, Tennessee Judson Group has been retained by a highly respected, rapidly growing RIA with a national presence to add a Wealth Advisor to their Memphis team. The ideal candidate has strong experience working with HNW/UHNW clients in a lead advisor role and has interest in participating in organic business development

Reference Number: MHH7430 Location: Fort Worth, Texas Judson Group has been retained by a highly respected, rapidly growing RIA with a national presence to add a Wealth Advisor to their Fort Worth team. The ideal candidate has strong experience working with HNW/UHNW clients in a lead advisor role and has interest in participating in organic

Reference Number: HRJ7432 Location: San Francisco, California Judson Group has been retained by a highly respected, rapidly growing RIA with a national presence to add a Lead Wealth Advisor to their San Jose team. The ideal candidate has strong experience working with HNW/UHNW clients in a lead advisor role and has interest in participating in

Reference Number: HRJ7434 Location: Chicago, Illinois Judson Group has been retained by a fast growing, independent RIA firm with over $2B AUM in the search for a Financial Planner – CFP to support the firm’s advisors with comprehensive financial planning responsibilities for UHNW clients. The ideal candidate will have experience handling complex client transactions, preparing and

Reference Number: MHH7428 Location: Central New Jersey Judson Group has partnered with a leading independent, privately-held wealth management firm in Central New Jersey to add a Financial Planner to their team. This will be a unique opportunity to work in a collaborative environment to service clients with a reputable RIA. The ideal candidate has strong

Reference Number: MHH7427 Location: Martinsville, New Jersey Judson Group has partnered with a fee-only registered investment advisor located in Central NJ. The firm is seeking a candidate with 3+ years of industry experience to fill an open full-time Trader/Financial Analyst position within our firm. This candidate will be tasked with executing trades on behalf of

Reference Number: MHH7426 Location: Central New Jersey Judson Group has partnered with a leading independent, privately-held wealth management firm in Central New Jersey to add an Operations Associate to their team. This will be a unique opportunity to work in a collaborative environment to support portfolio administration and have direct contact with clients, ensuring an

Reference Number: MHH7424 Location: Remote (must be near Dallas/Ft. Worth area) Judson Group has been retained by a highly regarded wealth management firm in the search for a Remote Client Service Associate. The Client Service Associate will work on a client-centric team focusing on the planning needs of UHNW clients. The ideal candidate has significant experience working

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 Analyst. The Analyst 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 an emphasis

Reference Number: MHH7402 Location: McLean, Virginia Judson Group has partnered with a highly regarded RIA that provides comprehensive financial planning and investment management in the search for a Paraplanner. This individual will be supporting the firm’s financial advisors and clients with financial planning responsibilities and processes, including meeting prep and follow-up. This position reports to

Reference Number: MHH7395 Location: Columbia, Maryland Judson Group has partnered with a growing RIA to help them add a Client Relationship Manager to their team. This individual will work directly with advisors to service small to mid-size clients and will become a key part of the client relationships they work on. This is an outstanding

Reference Number: MHH7411 Location: Wayne, Pennsylvania Judson Group has partnered with a growing national RIA in the search for a Financial Advisor to service an existing group of clients as part of a team. This individual is responsible for assisting in new business development activities and manage existing client relationships by implementing financial and investment

Reference Number: HRJ7413 Location: Salt Lake City, Utah Judson Group has been retained by a highly regarded multi-family office in the search for a Wealth Advisor – CFP. This role will be an integral part in servicing large relationships with a focus on sophisticated planning and investment management planning needs. This is a privately held

Reference Number: MHH7407 Location: Melville, New York Judson Group has partnered with a highly regarded independent fee-only RIA in the search for an Associate Wealth Manager. This candidate will have the unique role of providing technical and client relationship management support to seasoned members of the Wealth Management Team. Furthermore, this candidate will be handling

Reference Number: HRJ7405 Location: Redwood City, California Judson Group has been retained by a growing independently held RIA in the search for a Senior Wealth Advisor. This individual over time will join an established team and begin to take over 80-100 existing client relationships with financial planning responsibilities. The Senior Wealth Advisor will not have

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 Wealth Management Marketing Associate responsible for overseeing the planning, development and execution of the firm’s marketing and advertising initiatives. The Wealth Management Marketing Associate will play a vital role in

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: 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: 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: 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: 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: 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 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 a

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 & Pittsburgh, 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

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: 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: 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: 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: 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