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Just as you are a representative of your firm, the firm you choose to represent is a reflection of you. We understand the importance of choosing the organization that aligns with your personal brand and allows you to meet the needs of your clients. It isn’t always easy. We take the time to understand what works for you, what’s most important to you, where you are now, and where you want to go in the future. Our extensive industry and market knowledge means we won’t come to you with opportunities that don’t align with your goals. That would be a waste of your time and ours.
recently completed searches
Wealth Advisor | Chapel Hill, North Carolina
HRJ6231 – Completed Judson Group has partnered with a highly regarded fee-only wealth management firm with over $1.1B 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 and participating in or conducting
Director of Operations | Milwaukee, Wisconsin
HRJ5982 – Completed Judson Group has been retained by a highly-regarded, privately-held RIA with multiple Midwestern locations in the search for a Director of Operations. The Director of Operations reports to the CEO and is responsible for overseeing the efficient and accurate execution of daily operations pertaining to the firm’s performance reporting systems and client
Financial Advisor | Salt Lake City, Utah
HRJ5914 – Completed Judson Group has partnered with a growing wealth management firm in the search for a Financial Advisor. This individual will be taking over an existing client base and be responsible for advising HNW clients in various wealth products including investment management, risk management, and financial planning. Responsibilities: Manage and advise clients on
Chief Investment Officer | Indianapolis, Indiana
HRJ5806 – Completed Judson Group has been engaged 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 and strategies. The
Wealth Advisor | Chicago, Illinois or Minneapolis / St. Paul, Minnesota
HRJ5760 – Completed Judson Group has partnered with a growing wealth management firm with a great reputation, strong leadership, and over $10B AUM in the search for a Wealth Advisor. The Wealth Advisor will be responsible for developing new client relationship from an existing referral channel in addition to his/her own COIs. The Wealth Advisor
Financial Planning Specialist | Ann Arbor, Michigan
HRJ5740 – Completed Judson Group has partnered with a well-established RIA in the search for a Financial Planning Specialist. This individual will support the firm’s Senior Advisors in serving clients and the creation of financial plans. The ideal candidate will have experience handling complex client transactions, implementing and preparing financial planning recommendations, and participating in
Client Service Associate | Grand Rapids, Michigan
HRJ6064 – Completed Judson Group has partnered with a growing independently held RIA 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 service. This is a
Chief Compliance Officer | Troy, Michigan
HRJ5784 – Completed Judson Group has been retained by a fee-only Wealth Management firm (RIA) in the search for a Chief Compliance Officer. The ideal candidate will have experience leading a similar firm’s compliance department. This individual will provide leadership, management, and vision necessary to ensure that the firm is in accordance with compliance protocol, has
Associate Advisor | Grand Rapids, Michigan
HRJ5898 – Completed Judson Group has partnered with a growing independently held RIA 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 complex client transactions, implementing investment and financial
Financial Planning Specialist | Indianapolis, Indiana
Reference Number: HRJ5884 – Completed Location: Indianapolis, Indiana Judson Group has partnered with a comprehensive, fee-only wealth management firm in the search for a Financial Planning Specialist. This individual will support the firm’s Senior Wealth Advisors in serving clients and the creation of financial plans. The ideal candidate will have experience handling client transactions, implementing
Financial Planner | Chicago, Illinois
Reference Number: HRJ6099 – Completed Location: Chicago, Illinois Judson Group has partnered with a large independently held wealth management firm in the search for a Financial Planner. 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
Financial Planner | Atlanta, Georgia
Reference Number: JM5993 Location: Atlanta, Georgia Judson Group has been retained by a leading $1B + RIA in the search for a Financial Planner. The Associate Financial Planner will work on a client-centric team focusing on the planning needs of HNW individuals and families. The ideal candidate has significant experience working directly on complex client relationships. Responsibilities:
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