Active Searches | Wealth Management

Reference Number: HRJ2121 Location: Indianapolis, Indiana Judson Group has partnered with a privately held wealth management firm in the search for a Trust Specialist focused on administration of all trusts. The Trust Specialist will be supporting the fiduciary officers with the daily administration of HNW fiduciary accounts and provide high-touch client service. Responsibilities: Provide high-tough

Reference Number: HRJ7187 Location: Brighton, Michigan Judson Group has been retained by a local hybrid RIA and Insurance firm to help them add a Chief Operating Officer to their team. This individual will be responsible for overseeing day-to-day operations, finance, human resources, and technology across multiple office locations. The ideal candidate has 5+ years of

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: MH7195 Location: Tampa, Florida 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 handling 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 client

Reference Number: HRJ7029 Location: Auburn Hills, Michigan Judson Group has been retained by an RIA with over $600MM AUM in their search for an Associate Wealth Advisor. This individual will support the firm’s senior leadership by taking over existing client relationships and leading on new client relationships. They will be responsible for developing financial plans,

Reference Number: HRJ7186 Location: Boston, Massachusetts Judson Group has been retained by a leading RIA with over $28B AUM in the search for a Lead Advisor/Tax Planner. 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: HRJ7169 Location: Chicago, Illinois Judson Group has partnered with a leading family office consulting organization in the search for a Director of Membership. This organization serves families of multi-generation wealth and their advisors with networking, continued learning, and objective guidance. The Director of Membership, a member of the Senior Management Team, will be

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 Senior Wealth 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 Senior Wealth 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: MHH7185 Location: Rockville, Maryland Judson Group has partnered with a boutique wealth management firm located near Rockville, Maryland 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 manner. The ideal candidate

Reference Number: HRJ7177 Location: Ludington, Michigan Judson Group has been retained by a growing community bank in the search for a Trust Officer/Relationship Manager. The Trust Officer/Relationship Manager will be developing wealth client relationships and delivering wealth and trust plans. Our client is looking for a candidate who possesses strong client relationship management skills, as

Reference Number: HRJ7132 Location: Chicago, Illinois Judson Group has partnered with a successful investment advisory firm that currently manages over $6B in client assets in the search for a Financial Planning Associate. This individual will be supporting the firm’s senior team members with financial planning and client management responsibilities. The ideal candidate will have experience

Reference Number: MHH7085 Location: Pittsford, New York Judson Group has partnered with a top-tier RIA in Pittsford, NY to add an Operations Specialist to support the firm’s financial advisors with tasks related to operations, investment analysis, and financial planning. The ideal candidate has financial services experience and a desire to work in a team-based environment

Reference Number: MHH7171 Location: Peterborough, New Hampshire Judson Group has partnered with a growing fee-only financially advisory firm with a great reputation and in the search for a Wealth Advisor. The Wealth Advisor will be responsible for managing the client relationships brought on board, play a key role in client meetings, and provide a superior

Reference Number: MHH7174 Location: Philadelphia, Pennsylvania Judson Group has partnered with an independent, privately-held wealth management firm in the search for a Wealth Manager 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: MHH7168 Location: Pittsburgh, Pennsylvania or Doylestown, Pennsylvania Judson Group has partnered with a leading independent fiduciary in the search for a Director of Financial Planning. This individual will play a leadership role for the financial planning department team with regards to all financial planning activities. They will be responsible for overall planner development,

Reference Number: MHH7168 Location: Pittsburgh, Pennsylvania or Doylestown, Pennsylvania Judson Group has partnered with a leading independent fiduciary in the search for a Director of Financial Planning. This individual will play a leadership role for the financial planning department team with regards to all financial planning activities. They will be responsible for overall planner development,

Reference Number: MHH7164 Location: North Shore Boston, Massachusetts Judson Group has been retained by a successful RIA in the search for an Assistant Portfolio Manager/Research Analyst responsible for assisting the CEO and CIO in all aspects of investment management and research analysis (equity). The ideal candidate has experience working with high-net-worth individuals and families in

Reference Number: MHH7138 Location: New Hope, Pennsylvania Judson Group has partnered with an established independent financial advisory firm in the search for a Financial Planning Associate. The Financial Planning Associate will work on a client-centric team focusing on the planning needs of HNW individuals and families. The ideal candidate has some experience working directly on

Reference Number: HRJ7153 Location: Greensboro, North Carolina Judson Group has partnered with an independent RIA to add an Operations/Trading/Compliance Specialist to support the firm’s financial advisors with tasks related to back-office operations. The ideal candidate has financial services experience and a desire to work in a team-based environment in support of HNW client relationships. The

Reference Number: MHH7170 Location: Columbia, Maryland Judson Group has partnered with a growing, well-respected RIA in the search for an Operations Specialist. The Operations Specialist is responsible for 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, and

Reference Number: HRJ7148 Location: Salt Lake City, Utah Judson Group has partnered with a highly regarded wealth management firm in the search for an Associate Investment Manager. This role is part of a team responsible for investment management and is specifically focused on initial manager due diligence and overseeing analysts. Prior experience with due diligence

Reference Number: HRJ7120 Location: Remote Judson Group has been retained by a national wealth advisory firm in the search for a Chief Operating Officer. This individual is responsible for overseeing operations across multiple office locations, assisting in an aggressive M&A mandate, and overall management of the firm’s day-to-day operations and investment supervisory functions. The COO

Reference Number: HRJ7147 Location: Saint Louis, Missouri Judson Group has partnered with a growing financial services firm in the search for a Financial Advisor. Due to firm growth as well as the impending retirement of two Senior Advisors, our client firm is looking to add capacity by associating with an experienced Advisor. This position is

Reference Number: MHH7137 Location: Glastonbury, Connecticut Judson Group has partnered with a highly regarded fee-only RIA in the search for a Lead Wealth Advisor – CFP. This individual will be managing current and new client relationships, as well as reviewing and discussing financial strategies to meet client goals. They will work with a team of

Reference Number: HRJ7129 Location: San Diego, California Judson Group has partnered with a boutique but rapidly growing RIA to add a Wealth Advisor to their growing advisory team. Our client provides objective, high-quality advice to help HNW and UHNW clients make smart decisions with their money. The Wealth Advisor serves as the firm’s primary point

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: HRJ7126 Location: Chicago, Illinois 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 Midwestern presence, collaborative approach, and excellent client service capabilities

Reference Number: HRJ7094 Location: Grand Rapids, Michigan 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 Midwestern presence, collaborative approach, and excellent client service

Reference Number: MHH7090 Location: New York, New York Judson Group has partnered with a growing, highly regarded independent advisory firm in the search for a Client Relationship Manager/Financial Advisor. The firm is known for its team-oriented environment, collaborative approach, and high touch client service capabilities. The ideal candidate has financial planning and/or investment advisory experience.

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: MHH7037 Location: West Deptford, New Jersey Judson Group has partnered with a privately held wealth management firm in the search for a Relationship Manager/Associate Advisor. This individual will work closely with the firm’s Senior Advisors on client relationships while taking on lead client responsibilities over time as appropriate. The ideal candidate will have

Reference Number: HRJ7051 Location: Los Angeles, California Judson Group has partnered with a $1.2B private wealth management firm to add a Director – Wealth Advisor to their growing team. This individual will serve as the primary point of contact for a select group of existing clients and is instrumental in introducing new business development opportunities

Reference Number: HRJ7048 Location: Washington, D.C. 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: 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: HRJ6973 Location: Indianapolis, Indiana; Cincinnati, Ohio; Chicago, Illinois; Minneapolis, Minnesota Judson Group has partnered with a highly regarded Midwest wealth management firm in the search for a Director, Fiduciary Services. This individual can be located in any of the firm’s Midwestern offices (listed below) as they will not be administering trusts directly. The

Reference Number: HRJ6973 Location: Indianapolis, Indiana; Cincinnati, Ohio; Chicago, Illinois; Minneapolis, Minnesota Judson Group has partnered with a highly regarded Midwest wealth management firm in the search for a Director, Fiduciary Services. This individual can be located in any of the firm’s Midwestern offices (listed below) as they will not be administering trusts directly. The

Reference Number: HRJ6973 Location: Indianapolis, Indiana; Cincinnati, Ohio; Chicago, Illinois; Minneapolis, Minnesota Judson Group has partnered with a highly regarded Midwest wealth management firm in the search for a Director, Fiduciary Services. This individual can be located in any of the firm’s Midwestern offices (listed below) as they will not be administering trusts directly. The

Reference Number: HRJ6973 Location: Indianapolis, Indiana; Cincinnati, Ohio; Chicago, Illinois; Minneapolis, Minnesota Judson Group has partnered with a highly regarded Midwest wealth management firm in the search for a Director, Fiduciary Services. This individual can be located in any of the firm’s Midwestern offices (listed below) as they will not be administering trusts directly. The

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: HRJ6951 Location: San Diego, California Judson Group has been retained by a boutique, growing RIA in the search for a Chief Investment Officer. The Chief Investment Officer (CIO) will report to the Executive Committee. The CIO provides strategic direction and oversight for the firm’s investment management strategy, platforms, and portfolios. The CIO is expected to serve as the investment face of

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

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: 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: 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