Active Searches | Wealth Management

Reference Number: MHH7115 Location: Canonsburg, Pennsylvania Judson Group has partnered with a rapidly growing wealth management firm located in Pennsylvania in the search for a Client Service Administrator. 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: 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 Relationship Manager. The firm is known for its Midwestern presence, collaborative approach, and excellent client service capabilities for clients with net worth $10MM and

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: HRJ7031 Location: Chicago, Illinois Judson Group has partnered with a successful investment advisory firm that currently manages an excess of $3B in client assets in the search for a Financial Advisor. This individual will work closely with a Senior Partner at the firm to transition a large number of existing $1-3M relationships to

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: HRJ7092 Location: Detroit, Michigan Judson Group is working with a long-time client to replace their retiring Director of Human Capital – Wealth Management. This individual will be responsible for working alongside leadership to develop and execute talent acquisition strategies, update growth path and compensation models, and manage general human resources functions. This is

Reference Number: HRJ7089 Location: Salt Lake City, Utah Judson Group has partnered with a highly regarded wealth management firm in the search for an Ultra High Net Worth Wealth Planning Specialist. This role is part of a team responsible for managing HNW and UHNW clients and is specifically focused on developing and implementing wealth plans.

Reference Number: HRJ6982 Location: Raleigh or Greensboro, North Carolina Judson Group has been retained by an independent, multi-billion-dollar wealth management firm in the search for an Investment Strategist. The firm caters exclusively to HNW families and institutional clients. As a member of the firm’s investment team, this person will assist the CIO in developing and

Reference Number: HRJ6982 Location: Raleigh or Greensboro, North Carolina Judson Group has been retained by an independent, multi-billion-dollar wealth management firm in the search for an Investment Strategist. The firm caters exclusively to HNW families and institutional clients. As a member of the firm’s investment team, this person will assist the CIO in developing and

Reference Number: MHH7085 Location: Pittsford, New York Judson Group has partnered with a top-tier RIA in Pittsford, NY to add a Client Service Associate 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

Reference Number: MHH7083 Location: New York, New York Judson Group has partnered with a comprehensive multi-family office in the search for a Junior Investment Analyst. This individual will be responsible for trading and other research and investment management of client portfolios. The ideal candidate will have experience with investment strategy, research, and implementation. Responsibilities: Run

Reference Number: MHH7080 Location: New York, New York Judson Group has partnered with a comprehensive multi-family office in the search for a Wealth Management Financial Analyst. This individual will provide services in the areas of tax planning, investment analysis and family office support to the Firm’s clients. Responsibilities: Responsible for reviewing client financial reporting data,

Reference Number: HRJ7070 Location: Chicago, Illinois Judson Group has partnered with a large independently held wealth management firm in the search for an Associate 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 client transactions,

Reference Number: MR7075 Location: Phoenix, Arizona Judson Group has partnered with a highly regarded wealth management firm with over $2B AUM 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

Reference Number: MR7074 Location: Santa Monica, California Judson Group has partnered with a highly regarded wealth management firm with over $2B AUM 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

Reference Number: HRJ7082 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

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: HRJ7065 Location: Edina, Minnesota Judson Group has partnered with a comprehensive fee-only wealth management firm in the search for a Wealth Manager. The Wealth Manager will be responsible for supporting more senior advisory team members in the identification, analysis, and implementation of planning strategies. The ideal candidate has some relevant wealth management experience

Reference Number: HRJ7065 Location: Edina, Minnesota Judson Group has partnered with a comprehensive fee-only wealth management firm in the search for a Lead Wealth Manager. This individual will be responsible for maintaining and developing client relationships by providing sophisticated financial planning and investment management services. This person will work collaboratively with a Senior Wealth Manager

Reference Number: HRJ6736 Location: Parsippany, New Jersey Judson Group has been retained by 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. The ideal candidate will have experience handling complex client transactions, implementing investment and financial planning

Reference Number: HRJ7048 Location: Detroit, Michigan 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: 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: MHH7056 Location: Pittsburgh, Pennsylvania Judson Group has partnered with a nationally recognized wealth management firm located in Pittsburgh in the search for a Client Service Associate: Retirement Plans. 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: HRJ7040 Location: Dallas, Texas Judson Group has partnered with a successful financial advisory firm in the search for a Manager of Wealth Management and Planning. This individual will manage a team of financial analysts and help provide the unique complement of services in the areas of investment analysis, gift and estate tax planning,

Reference Number: MH7043 Location: Dallas, Texas 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: 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: MH7036 Location: Houston, Texas Judson Group has been retained by a highly regarded fee-only RIA with a national presence in the search for a Senior 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

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: MH6920 Location: Seattle, Washington Judson Group has been retained by a growing, privately-owned registered investment advisory firm with over $5B in AUM in the search for a Vice President, Wealth Advisor. This individual will be tasked with developing a build-out strategy for a new office in Seattle. They will also be responsible for

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: 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: 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