Active Searches | Wealth Management

Career Opportunities in Wealth Management

Financial Advisor | Chicago, Illinois

Reference Number: HRJ6730 Location: Chicago, Illinois Judson Group has partnered with a successful investment advisory firm that currently manages in excess of $3B in client assets in the search for a Financial Advisor. This individual is responsible for working alongside a team of Senior Financial Advisors to manage the daily investment activities in client accounts.

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:

Chief Client Officer | Troy, Michigan

Reference Number: HRJ6715 Location: Troy, Michigan Judson Group has partnered with an independent RIA based in Troy, Michigan in the search for a Chief Client Officer. The Chief Client Officer is responsible for leading the firm’s client advisory team and service delivery as well as attracting new client relationships. This position serves on the firm’s

Wealth Manager | Chicago, Illinois

Reference Number: HRJ6709 Location: Chicago, Illinois Judson Group has been retained by a respected investment advisory firm with $800+MM AUM in the search for a Wealth Manager. This firm is deeply rooted in fundamental research for longer-term investment success and being a trusted partner for its clients. The firm is experiencing growth and looking for

Client Service Associate | Westwood, New Jersey

Reference Number: DW6727 Location: Westwood, New Jersey Judson Group has partnered with an independent, fee only, comprehensive wealth management firm located in Northern NJ 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

Compliance Manager | Rochester, New York

Reference Number: DW6726 Location: Rochester, New York Judson Group has been retained by a leading independent financial advisory firm in the search for a Compliance Manager. The ideal candidate will have had experience working with compliance, technology, legal, and/or operations departments within a financial institution. This individual will provide compliance, legal, and business support across

Chief Operations Officer | Austin, Texas

Reference Number: KL6708 Location: Austin, Texas Judson Group has partnered with a growing financial management firm to add a Chief Operations Officer to their team. This individual provides leadership in conjunction with the Executive Team and is charged with overseeing and coordinating the firm’s day-to-day management. This position takes a leadership role in the vision

Financial Planner | Austin, Texas

Reference Number: KL6724 Location: Austin, Texas Judson Group has partnered with a growing financial 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. This individual will be managing existing relationships as well as new clients. The ideal candidate will have

Practice Manager/Operations | Minneapolis, Minnesota

Reference Number: HRJ6670 Location: Minneapolis, Minnesota Judson Group has partnered with a well-respected Wealth Management firm in the Twin Cities area in the search for a Practice Manager/Operations. This individual will report directly to the owner and will oversee client services and office procedures. The ideal candidate has strong leadership skills, knowledge of the client

Financial Planning Manager | McLean, Virginia

Reference Number: DW6328 Location: McLean, Virginia Judson Group has been retained by a highly regarded and quickly growing RIA in the D.C. Metro area in the search for a Financial Planning Manager. This individual will work collaboratively on a client service team to provide financial planning, investment management and tax services for firm clients. Responsibilities: Financial

Associate Advisor | Columbus, Ohio

Reference Number: HRJ6606 Location: Columbus, Ohio Judson Group has partnered with a growing independently held RIA in the search for an Associate Advisor. This individual will support the firm’s Senior Advisors on client relationships while taking on lead Advisor responsibilities for new clients brought into the firm. The ideal candidate will have experience leading client

Client Relationship Specialist | West Deptford, New Jersey

Reference Number: DW6033 Location: West Deptford, New Jersey Judson Group has been retained by a highly regarded and ambitious wealth management firm in West Deptford, NJ in the search for a Client Relationship Specialist. This individual will laterally support the firm’s financial advisors and clients with relationship management, operational tasks, and financial planning. The ideal

Lead Client Advisor – Family Office Services | Indianapolis, Indiana

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

Associate Advisor | Atlanta, Georgia

Reference Number: KL6676 Location: Atlanta, GA Judson Group has partnered with a highly regarded independent wealth management firm in the search for an Associate Advisor. 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

Wealth Advisor | Chapel Hill, North Carolina

Reference Number: KL6674 Location: Chapel Hill, NC Judson Group has partnered with a highly regarded fee-only wealth management firm with over $1B AUM in the search for a 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

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

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 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,

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

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

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