Active Searches | Wealth Management

Career Opportunities in Wealth Management

Wealth Manager | Dallas, Texas

Reference Number: HRJ7622 Location: Dallas, Texas Judson Group has been retained by a $19B+ RIA with a national presence in their search for a Wealth Manager. This individual will be managing and servicing client relationships. They will be responsible for managing client relationships, reviewing portfolio performance with clients, investment analysis, financial planning, and performing research

Wealth Manager | Silicon Valley, California

Reference Number: HRJ7620 Location: Silicon Valley/San Francisco, California Judson Group has been retained by a $19B+ RIA with a national presence in their search for a Wealth Manager. This individual will be managing and servicing client relationships. They will be responsible for managing client relationships, reviewing portfolio performance with clients, investment analysis, financial planning, and

Associate Wealth Advisor | Moorestown, New Jersey

Reference Number: MHH7608 Location: Moorestown, New Jersey Judson Group has partnered with a highly regarded wealth management firm in the search for an Associate Wealth Advisor. This candidate will have the unique role of providing technical and client relationship management support to seasoned members of the Advisory Team. Furthermore, this candidate will have the opportunity

Director of Performance Reporting – Wealth Management | San Francisco, California

Reference Number: HRJ7563 Location: San Francisco, California Judson Group has been retained by a dynamic and growth-oriented independent RIA with $1.5B in AUM in the search for a Director of Performance Reporting – Wealth Management. The firm serves affluent individuals, families, and private and public sector organizations and is looking for a strong reporting and

Director – Wealth Advisor | Austin, Texas

Reference Number: MHH7597 Location: Austin, Texas Judson Group has been retained by a respected wealth management firm with over $25B AUM in the search for Director – Wealth Advisor to manage existing and new HNW/UHNW client relationships. In this critically important role, the Wealth Advisor will manage client relationships, providing sound financial planning advice and counsel

Designated Supervisor/Compliance Specialist – Series 24 – Wealth Management | McLean, Virginia

Reference Number: MHH7605 Location: McLean, Virginia Judson Group has partnered with an ever-evolving financial services firm offering solutions to independent advisors based on their preferred level of ownership and responsibility in the search for a Designated Supervisor/Compliance Specialist – Series 24 – Wealth Management. The Designated Supervisor role oversees all supervision activities of their designated

Senior Wealth Manager | Minneapolis, Minnesota

Reference Number: HRJ7603 Location: Minneapolis, Minnesota Judson Group has been retained by a $19B+ RIA with a national presence in their search for a Senior Wealth Manager. This individual will be managing and servicing client relationships. They will be responsible for managing client relationships, reviewing portfolio performance with clients, investment analysis, financial planning, and performing

Senior Wealth Manager | Detroit, Michigan

Reference Number: HRJ7572 Location: Detroit, Michigan Judson Group has been retained by a $19B+ RIA with a national presence in their search for a Senior Wealth Manager. This individual will be managing and servicing client relationships. They will be responsible for managing client relationships, reviewing portfolio performance with clients, investment analysis, financial planning, and performing

Associate Wealth Advisor | San Francisco, California

Reference Number: HRJ7600 Location: San Francisco, California Judson Group has been retained by a growing independently held RIA in the search for an Associate Wealth 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 Wealth Advisor – CFP | San Antonio, Texas

Reference Number: MHH7589 Location: San Antonio, Texas Judson Group has been retained by a fast growing, fee-only financial planning firm in San Antonio in the search for a Senior Wealth Advisor – CFP. This individual will be providing fiduciary expertise to clients through a passion for service and comprehensive wealth solutions. The ideal candidate will

Associate Wealth Advisor | Atlanta, Georgia

Reference Number: HRJ7591 Location: Atlanta, Georgia Judson Group has been retained by a $10B+ RIA with a national presence in their search for an Associate Wealth Advisor. This individual will support the team’s senior advisors by taking over some existing clients, supporting on larger complex client relationships, and leading new client relationships brought in by

Associate Wealth Advisor | Bellevue, Washington

Reference Number: HRJ7590 Location: Bellevue, Washington Judson Group has been retained by a $10B+ RIA with a national presence in their search for an Associate Wealth Advisor. This individual will support the team’s senior advisors by taking over some existing clients, supporting on larger complex client relationships, and leading new client relationships brought in by

Wealth Advisor – CFP | Pasadena, California

Reference Number: HRJ7586 Location: Pasadena, California Judson Group has been retained by an exponentially growing RIA in the search for a Wealth Advisor – CFP. This individual will support the firm’s Managing Directors by actively participating in client meetings, assisting with the development of investment and financial planning strategies, performing research in regard to complex

Director of Client Services | Pittsburgh, Pennsylvania

Reference Number: MHH7584 Location: Pittsburgh, Pennsylvania Judson Group has partnered with a growing, privately-owned financial advisory firm located in Pittsburgh in the search for a Director of Client Services. 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

Lead Client Advisor – Wealth Management| Los Angeles, California (Remote)

Reference Number: HRJ7587 Location: Los Angeles, California (Remote) Mountain or Pacific Time Zones Only Judson Group has been retained by a fee-only, independently owned RIA with over $1.5B AUM in the search for a Lead Client Advisor to take over existing client relationships as part of a succession plan and capacity creation hire. The Lead

Lead Wealth Advisor – CFP | San Diego, California

Reference Number: HRJ7577 Location: San Diego, California Judson Group has been retained by a leading San Diego wealth management firm to help them add a Lead Wealth Advisor to their growing team. This is an exciting opportunity for an established advisor to take over existing client relationships, working collaboratively with the greater team to formulate and

Director of Financial Planning (UHNW Planning Specialist) | New York City, New York

Reference Number: HRJ7533 Location: New York City, New York Judson Group has partnered with a multi-billion dollar, independent RIA (office located in Midtown) in the search for a Director of Financial Planning (UHNW Planning Specialist). This is an exciting opportunity to be the firm’s first dedicated planning resource tasked with building out planning offerings as

Wealth Advisor | Minneapolis, Minnesota

Reference Number: HRJ7574 Location: Minneapolis, Minnesota Judson Group has partnered with a large independently held wealth management firm located in the Twin Cities area in the search for a Wealth Advisor. This individual will be responsible for maintaining and developing client relationships by providing sophisticated financial planning, investment management, and tax and estate planning services.

Senior Financial Planner | Lombard, Illinois

Reference Number: HRJ7573 Location: Lombard, Illinois Judson Group has partnered with a successful wealth advisory firm in the search for a Senior Financial Planner. This individual will be a key member of the firm’s dedicated planning team, focused on financial planning responsibilities and overseeing the production of wealth planning deliverables for clients. The ideal candidate

Wealth Advisor – CFP | Auburn Hills, Michigan

Reference Number: HRJ7299 Location: Auburn Hills, Michigan Judson Group has been retained by a Forbes “Best in State” RIA in their search for a Wealth Advisor – CFP. This individual will support the firm’s founder and senior advisors by taking over existing clients to create capacity as the team continues to grow. This person will

Senior Wealth Advisor – CFP | Los Angeles, California

Reference Number: HRJ7557 Location: Los Angeles, California Judson Group has been retained by a $10B+ AUM RIA with a national presence in the search for a Senior 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

Managing Director/Lead Advisor | Cincinnati, Ohio

Reference Number: HRJ2323 Location: Cincinnati, Ohio 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

Associate Wealth Advisor – CFP | Chicago, Illinois

Reference Number: HRJ7507 Location: Chicago, Illinois Judson Group has partnered with a successful investment advisory firm that currently manages over $5B in client assets in the search for an Associate Wealth Advisor – CFP. This individual will be part of a centralized planning team supporting the firm’s advisory team members with financial planning responsibilities, providing

Director, Wealth Advisor | Austin, Texas

Reference Number: MHH7525 Location: Austin, Texas Judson Group has been retained by a respected wealth management firm with over $25B AUM in the search for a Director, Wealth Advisor to manage existing and new HNW/UHNW client relationships. In this critically important role, the Wealth Advisor will manage client relationships, providing sound financial planning advice and

Wealth Management – Operations & Client Service Manager | Meriden, Connecticut

Reference Number: MHH7511 Location: Meriden, Connecticut Judson Group has been retained by a highly regarded independent wealth management firm in the search for a Wealth Management – Operations & Client Service Manager. The firm is well respected for their commitment to building client relationships and providing expertise and solutions to meet client needs. This individual will

Vice President of Advisor Recruiting – Wealth Management | Remote/Minneapolis, Minnesota

Reference Number: HRJ7492 Location: Remote/Minneapolis, Minnesota Judson Group has been retained by a $5B+ independent financial planning and investment advisory firm in the search for a Vice President of Advisor Recruiting – Wealth Management. This role reports directly to the President and is an integral member of the management team. The VP will be a

Managing Director/Lead Advisor | Indianapolis, Indiana

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