Active Searches | Wealth Management

Reference Number: MR6952 Location: Los Angeles, California Judson Group has partnered with a boutique wealth management firm located near Los Angeles in the search for a Senior 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

Reference Number: HRJ6959 Location: Los Angeles, California Judson Group has been engaged by a $1.5B RIA in the search for a Wealth Strategist. This individual will support Senior Wealth Advisors by participating in client meetings, assisting with the development of investment and financial planning strategies, and performing research in regard to complex client issues. The

Reference Number: HRJ6957 Location: Birmingham, Michigan Judson Group has been retained by a growing RIA in the search for a Financial Analyst. The Financial Analyst will be part of the accounting team with responsibilities for fund administration, financial planning and analysis, insurance, and other functions of the firm. Candidates must have financial analysis experience within

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

Reference Number: HRJ6940 Location: Detroit, Michigan Judson Group has partnered with a successful wealth management firm with $12B AUM in the search for an Associate Portfolio Manager responsible for assisting the Portfolio Managers in all aspects of investment management, financial planning, and relationship management. The ideal candidate has experience working with high net worth individuals

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

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: HRJ6701 Location: St. Paul, Minnesota Judson Group has partnered with a privately held wealth management firm in the search for an Investment Advisor located in St. Paul. This is a client facing position partnering with a Financial Planner to manage existing client relationships and the Advisor won’t be responsible for developing new business.

Reference Number: HRJ6702 Location: St. Paul, Minnesota Judson Group has partnered with a privately held wealth management firm in the search for a Tax/Wealth Planning Advisor located in St. Paul. This is a client facing position partnering with an Investment Advisor to manage existing client relationships and the Advisor won’t be responsible for developing new

Reference Number: HRJ6679 Location: Orange County, California Judson Group has been retained by a fee-only RIA in the search for a Senior Client Advisor to manage existing client relationships. This individual will work closely with firm Partners to transition client relationships and will be responsible for financial planning and investment management duties. The ideal candidate

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

Reference Number: HRJ6924 Location: Bloomfield Hills, Michigan Judson Group has been retained by a successful RIA in the search for a Financial Planner. This individual will be providing comprehensive financial planning services by partnering with the financial planning team. The ideal candidate will have experience handling complex client transactions, implementing investment and financial planning recommendations,

Reference Number: HRJ6911 Location: Dallas, Texas Judson Group has partnered with a successful RIA in the search for a Client Service Associate – Relationship Manager that provides administrative and operational support to one or more Advisors of the firm. The Relationship Manager assists with Ultra High Net Worth client daily needs. Responsibilities include; new account

Reference Number: HRJ6898 Location: Minneapolis, Minnesota Judson Group has been engaged by a privately-held, multi-billion-dollar RIA in the search for a Private Equity Investment Strategist. The firm caters exclusively to UHNW families and institutional clients. As a member of the firm’s senior investment team, this person performs investment research with an emphasis on illiquid private

Reference Number: HRJ6898 Location: Cincinnati, Ohio Judson Group has been engaged by a privately-held, multi-billion-dollar RIA in the search for a Private Equity Investment Strategist. The firm caters exclusively to UHNW families and institutional clients. As a member of the firm’s senior investment team, this person performs investment research with an emphasis on illiquid private

Reference Number: HRJ6898 Location: Grand Rapids, Michigan Judson Group has been engaged by a privately-held, multi-billion-dollar RIA in the search for a Private Equity Investment Strategist. The firm caters exclusively to UHNW families and institutional clients. As a member of the firm’s senior investment team, this person performs investment research with an emphasis on illiquid

Reference Number: HRJ6898 Location: Chicago, Illinois Judson Group has been engaged by a privately-held, multi-billion-dollar RIA in the search for a Private Equity Investment Strategist. The firm caters exclusively to UHNW families and institutional clients. As a member of the firm’s senior investment team, this person performs investment research with an emphasis on illiquid private

Reference Number: HRJ6898 Location: Indianapolis, Indiana Judson Group has been engaged by a privately-held, multi-billion-dollar RIA in the search for a Private Equity Investment Strategist. The firm caters exclusively to UHNW families and institutional clients. As a member of the firm’s senior investment team, this person performs investment research with an emphasis on illiquid private

Reference Number: HRJ6809 Location: Indianapolis, Indiana Judson Group has been retained by a privately-held, multi-billion-dollar RIA in the search for a Chief Investment Officer. The firm caters exclusively to UHNW families and institutional clients. As a member of the firm’s senior leadership team, this individual will be integral in establishing the firm’s long-term investment vision

Reference Number: HRJ6897 Location: Chicago, Illinois Judson Group has partnered with a successful investment advisory firm that currently manages in excess of $5B in client assets in the search for an Associate Financial Advisor. This individual is responsible for working alongside a team of Senior Financial Advisors to manage the daily investment activities in client

Reference Number: HRJ6888 Location: Grand Rapids, Michigan Judson Group has partnered with a successful independent investment advisory and financial planning firm in the search for an Associate Advisor. This individual is responsible for working alongside a team of Senior Financial Advisors to manage the daily planning and investment activities for clients. Position offers pathway to

Reference Number: HRJ6856 Location: Chicago, Illinois Judson Group has partnered with a successful RIA in the search for a Wealth Advisor. This individual will work with the firm’s Senior Partners to manage existing relationships of HNW individuals and families with a focus on investment management activities. Over time, the Wealth Advisor will take over some

Reference Number: KL6843 Location: Greensboro, North Carolina Judson Group has been retained by a national financial advisory firm in the search for a Lead Financial Advisor. This individual will be in a client-facing role with financial planning and investment management responsibilities. The ideal candidate will have experience handling client transactions, implementing investment and financial planning

Reference Number: DW6824 Location: Central New Jersey Judson Group has partnered with a leading independent, privately-held wealth management firm in Central New Jersey to add an Associate Financial Analyst to their team. This will be a unique opportunity to work in a collaborative environment to analyze securities and provide support to the research committee. The

Reference Number: DW6823 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: DW6787 Location: Columbia, Maryland Judson Group has partnered with a growing wealth management firm to add a Financial Planner to their team. This individual will be supporting the firm’s senior team members with financial planning responsibilities. The ideal candidate will have experience handling complex client transactions, implementing investment and financial planning recommendations, and

Reference Number: KL6754 Location: Atlanta, Georgia Judson Group has been retained by a well-known wealth management firm in the search for a Client Service Associate. The firm is known for their commitment to building client relationships and providing financial planning and investment management expertise. This candidate will have the unique role of providing high-touch client

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

Reference Number: KL6667 Location: Dallas/Fort Worth, Texas Judson Group has partnered with a successful Independent Wealth Advisory firm in the search for a Senior Wealth Planning 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. This position works directly

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