Active Searches | Wealth Management

Career Opportunities in Wealth Management

Senior Wealth Planning Analyst | Dallas/Fort Worth, Texas

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

Wealth Planning Analyst | Dallas/Fort Worth, Texas

Reference Number: KL6666 Location: Dallas/Fort Worth, Texas Judson Group has partnered with a successful Independent Wealth Advisory firm in the search for a 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. Responsibilities: Responsible for reviewing client

Associate Wealth Advisor | Rochester, New York

Reference Number: DW6654 Location: Rochester, New York Judson Group has partnered with a growing RIA in the search for an Associate Wealth Advisor. By building and maintaining client relationships through client-facing communications and the coordinated delivery of services, the Associate Wealth Advisor serves as the principal contact with select clients. The ideal candidate has financial

Lead Advisor | Ann Arbor, Michigan

Reference Number: HRJ6652 Location: Ann Arbor, Michigan Judson Group has been retained by a boutique fee-only wealth management firm in the search for a Lead 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

Financial Planning Department Manager | McLean, Virginia

Reference Number: DW6636 Location: McLean, Virginia Judson Group has been retained to add a Financial Planning Department Manager to the team of a growing, multi-billion-dollar RIA in Northern Virginia. This position works collaboratively with client service/planning teams on training, delegating task flow, financial planning, investment management and tax services for our clients. Responsibilities: Serve as

Controller | Chicago, Illinois

Reference Number: HRJ6630 Location: Chicago, Illinois Judson Group has been engaged by a growing independently held RIA in the search for a Controller. The firm caters exclusively to HNW families and institutional clients. As a member of the firm’s leadership team, this individual will be integral in the overall financial management of the firm. The

Financial Advisor | Redwood City, California

Reference Number: HRJ6644 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,

Chief Operating Officer | Mountain View, California

Reference Number: HRJ6589 Location: Mountain View, California Judson Group has partnered with a growing RIA in the search for a Chief Operating Officer. This individual provides executive leadership in conjunction with the CEO and Executive Team and is charged with overseeing and coordinating the firm’s day-to-day management, with an initial focus on the wealth planning

Fixed Income Portfolio Manager | Boston, Massachusetts

Reference Number: DW6640 Location: Boston, Massachusetts Judson Group has been retained by a well-respected, independent RIA to add a Fixed Income Portfolio Manager to its growing wealth management practice. This position will be best suited for an individual with expertise in constructing and maintain conservative portfolio allocations for high net worth individuals. We are seeking

Senior Client Associate | Westport, Connecticut

Reference Number: DW6621 Location: Westport, Connecticut Judson Group has partnered with a successful RIA in the search for a Senior Client Associate that provides administrative and operational support to one or more Wealth Advisor or partner of the firm. The Senior Client Associate assists with private client daily needs. Responsibilities include; new account opening, creating

Portfolio Manager | Cleveland, Ohio

Reference Number: HRJ6462 Location: Cleveland, Ohio Judson Group has partnered with a successful wealth management firm with $10B AUM in the search for a Portfolio Manager responsible for managing and growing HNW client relationships. This firm has a great reputation for serving its clients. The ideal candidate has extensive experience working with high net worth

Lead Financial Advisor | Naples, Florida

Reference Number: KL6602 Location: Naples, Florida Judson Group has been retained by a successful RIA in the search for a Lead Financial Advisor. This individual will be in a client-facing role retaining and developing client relationships and continuing to build the practice. This position will take over and oversee a book of business. The ideal

Assistant Director of Financial Planning | Pittsburgh, Pennsylvania

Reference Number: DW6623 Location: Pittsburgh, Pennsylvania Judson Group has partnered with a multi-billion-dollar RIA in Pittsburgh, PA to add an Assistant Director of Financial Planning to their team. The Assistant Director of Financial Planning works closely with the Director to complete a final review of all Masterplans, create financial planning content for Financial Advisors and

Senior Relationship Manager | Greensboro, North Carolina

Reference Number: KL6506 Location: Greensboro, North Carolina Judson Group has been retained by a boutique fee-only wealth management firm in the search for a Senior Relationship Manager. 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

Relationship Manager | Eau Claire, Wisconsin

Reference Number: HRJ6575 Location: Eau Claire, Wisconsin Judson Group has been retained by a growing wealth management firm in the search for a Financial Advisor to partner with a Senior Advisor at the firm in transitioning existing relationships in the firm’s Western Wisconsin footprint. The position will be based in the firm’s Eau Claire office.

Investment Advisor | Pittsburgh, Pennsylvania

Reference Number: DW6499 Location: Pittsburgh, Pennsylvania Judson Group has partnered with a comprehensive, fee-only wealth management firm in the search for an Investment Advisor. This individual will support the firm’s Senior Advisors in serving clients and the creation of financial plans. The ideal candidate will have experience preparing financial planning recommendations, participating in client meetings

Lead Advisor | Cleveland, Ohio

Reference Number: HRJ6462 Location: Cleveland, Ohio Judson Group has partnered with a successful wealth management firm with $10B AUM in the search for a Lead Advisor responsible for managing and growing HNW client relationships. This firm has a great reputation for serving its clients. The ideal candidate has extensive experience working with high net worth

Senior Financial Planner | Chicago, Illinois

Reference Number: HRJ6613 Location: Chicago, Illinois Judson Group has partnered with a successful RIA that currently manages in excess of $5B in client assets in the search for a Senior Financial Planner. This individual is responsible for leading financial planning efforts in conjunction with the clients’ primary Advisor. This position does have the opportunity to

Wealth Advisor – Financial Planning Expert | Chicago, Illinois

Reference Number: HRJ6585 Location: Chicago, Illinois Judson Group has been retained by a successful RIA in the search for a Wealth Advisor – Financial Planning Expert. This individual will be providing comprehensive financial planning services by partnering with an investment focused Advisor on existing client relationships. The ideal candidate will have experience handling complex client

Support Advisor | Glenview, Illinois

Reference Number: HRJ6588 Location: Glenview, Illinois Judson Group has been retained by a successful RIA in the search for a Support Advisor. This individual will be in a client-facing role providing support to Advisors. The ideal candidate will have experience handling client transactions, participating in client meetings, and providing a top-notch client service experience. Responsibilities:

Investment Advisor | Birmingham, Michigan

Reference Number: HRJ6592 Location: Birmingham, Michigan Judson Group has been retained by a growing RIA in the search for an Investment Advisor. This individual will have client facing responsibilities including client meeting preparation, account administration, and client communications. The ideal candidate will have experience handling client transactions, implementing investment and financial planning recommendations, and participating

Chief Financial Officer | Indianapolis, Indiana

Reference Number: HRJ6540 Location: Indianapolis, Indiana Judson Group has been engaged by a privately-held, multi-billion-dollar RIA in the search for a Chief Financial 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 the overall financial management of the

Family Office Advisor | Denver, Colorado

Reference Number: MR6547 Location: Denver, Colorado Judson Group has partnered with a boutique RIA in the search for a Family Office Advisor. This true family office takes a holistic and comprehensive approach to serving client needs. The ideal candidate has extensive investment experience and can lead large, complex client relationships. Candidates will have an opportunity

Client Services Associate | Atlanta, Georgia

Reference Number: JM1515 Location: Atlanta, Georgia Judson Group has partnered with a well-respected and quickly growing 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 provide high-touch client service to clients. This is a

Wealth Management – Account Executive | Grand Rapids, Michigan

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

Operations Manager | McLean, Virginia

Reference Number: DW6391 Location: McLean, Virginia Judson Group has partnered with a highly regarded and quickly growing RIA in the D.C. Metro area in the search for an Operations Manager. The firm is well respected for their commitment to building client relationships and providing expertise and solutions to meet client needs. This candidate will report to

Senior Financial Planner/Relationship Manager | Chicago, Illinois

Reference Number: HRJ6290 Location: Chicago, Illinois Judson Group has partnered with a large independently held wealth management firm in the search for a Senior Financial Planner/Relationship Manager. 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