Active Searches | Wealth Management

Reference Number: HRJ7293 Location: Orlando, Florida Judson Group has been been retained by one of the most successful boutique insurance/annuity businesses in the country to find a President to grow its affiliated RIA, which is about $125MM AUM today with significant opportunities for growth due to inbound leads from the insurance business as well as

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: MHH7301 Location: Pittsburgh, Pennsylvania 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: MHH7259 Location: West Conshohocken, Pennsylvania Judson Group has partnered with a successful RIA that currently manages in excess of $2B in client assets in the search for a Portfolio Trader and Administrator. Our client focuses solely on investment returns for its clients. This individual is responsible for managing adjustments to client investment portfolios

Reference Number: HRJ7300 Location: Boca Raton, Florida 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: HRJ7287 Location: Oklahoma City, Oklahoma Judson Group has been retained by a prominent financial advisory firm in the search for a Chief Investment Officer/Senior Advisor. The CIO/Senior Advisor will primarily be responsible for planning and directing all aspects of the firms’ investment programs. The CIO/Senior Advisor will work closely with the firm’s founder

Reference Number: HRJ7297 Location: Northbrook, Illinois Judson Group has partnered with a $2B RIA in Northbrook to help them add a Wealth Operations and Compliance Manager to their growing firm. The ideal candidate has at least 5 years of relevant operations and compliance experience, ideally within an RIA or similar firm. The Wealth Operations and

Reference Number: HRJ7294 Location: Milwaukee, Wisconsin Judson Group has partnered with a large independently held wealth management firm in the search for a 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: HRJ7289 Location: Bettendorf, Iowa Judson Group has been retained by a boutique RIA to add a Wealth Advisor their team. The ideal candidate has extensive 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

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

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: HRJ7283 Location: Scottsdale, Arizona Judson Group has been retained by a growing independent advisory firm 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

Reference Number: MH7282 Location: Chicago, Illinois 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 responsible for financial planning, retirement planning, and investment management for approximately 150 of the firm’s clients, as well as managing the day-to-day

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: HRJ7262 Location: Downers Grove, Illinois Judson Group has partnered with a large independently held wealth management firm in the search for an Associate 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

Reference Number: MHH7252 Location: New York, New York Judson Group has been engaged by an independent boutique wealth management firm in the search for an Associate Wealth Advisor. This individual will support Senior Wealth Advisors by participating in client meetings, support client relationships and onboarding of new clients, and ensuring a top-notch client service experience.

Reference Number: MHH7251 Location: New York, New York Judson Group has been engaged by an independent boutique wealth management firm in the search for a Wealth Advisor. This individual will support Senior Wealth Advisors by participating in client meetings, assisting with the development of investment and financial planning strategies, and ensuring a top-notch client service

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: MH7261 Location: Chicago, Illinois 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 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: HRJ7237 Location: Deerfield, Illinois Judson Group has been retained by a growing RIA in their search for an Associate Wealth Advisor. This individual will support the firm’s lead advisors by taking over existing client relationships and assisting new client relationships. They will be responsible for developing financial plans, managing client relationships, reviewing portfolio

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: MR6827 Location: Redwood City, California Judson Group has partnered with a growing independently held RIA in the search for a Lead Advisor. This individual will be taking over existing clients, helping grow the firm, and will have a leadership/ownership opportunity. The ideal candidate will have experience handling complex client transactions, implementing investment and

Reference Number: MR6876 Location: Redwood City, California Judson Group has partnered with a growing independently held RIA in the search for an 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 client

Reference Number: HRJ7249 Location: Mountain View, California Judson Group has been retained by a boutique, UHNW focused, $1.2B RIA to add a Wealth Advisor their South Bay team. The ideal candidate has extensive experience working with HNW/UHNW clients and a strong financial planning background. This person will take over existing clients and help grow the

Reference Number: HRJ7194 Location: Charleston, South Carolina Judson Group has been retained by a highly respected RIA with a national presence to add a Wealth Advisor to their team in the Charleston area. The ideal candidate has extensive experience working with HNW/UHNW clients in a lead advisor role and has a proven track record of

Reference Number: HRJ7250 Location: Phoenix, Arizona Judson Group has been retained by a highly respected Phoenix firm that is known for their UHNW focus and high-end client service to add a Family Wealth Advisor to their team. The ideal candidate has extensive experience working directly with UHNW clients with a focus on wealth and tax

Reference Number: HRJ7247 Location: Los Angeles, California Judson Group has been retained by a leading RIA with over $28B AUM in the search for a Lead Advisor.  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: 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 Senior Tax Planning Manager. 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: 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: MHH7188 Location: Pittsburgh, Pennsylvania Judson Group has partnered with a trusted, privately held Business Advisory Firm and Multi-Family Office to add a Multi-Family Office 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 Multi-Family Office 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: MHH7174 Location: Philadelphia, Pennsylvania Judson Group has partnered with an independent, privately-held wealth management firm in the search for a Wealth Advisor 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: 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: 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: 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: 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