Seeking Career Opportunities | Wealth Management

Reference Number: MHH7467 Location: Atlanta, Georgia Judson Group has been retained by a holistic independent financial advisory firm in the search for a Client Service Associate. The firm is known for their commitment to building client relationships and providing individualized investment management solutions. This candidate will have the unique role of providing high-touch client service

Reference Number: HRJ7414 Location: Orange County, California Judson Group has been retained by a fee-only RIA in the search for an Institutional Relationship Manager to manage new and existing institutional accounts. The relationship manager is responsible for the retention, growth, and servicing of these relationships. They will primarily work to retain existing business through deepening

Reference Number: HRJ7404 Location: Remote Judson Group has been retained by a successful wealth advisory firm in the search for a Financial Planner. This individual will be a key member of the firm’s dedicated planning team, focused on financial planning responsibilities and overseeing the production of wealth planning deliverables for clients. The ideal candidate will have

Reference Number: HRJ7405 Location: Redwood City, California Judson Group has been retained by a growing independently held RIA in the search for a Senior Wealth Advisor. This individual over time will join an established team and begin to take over 80-100 existing client relationships with financial planning responsibilities. The Senior Wealth Advisor will not have

Reference Number: MHH7400 Location: Morristown, New Jersey Judson Group has been retained by a leading wealth and financial services firm in the search for a Wealth Management Marketing Associate responsible for overseeing the planning, development and execution of the firm’s marketing and advertising initiatives. The Wealth Management Marketing Associate will play a vital role in

Reference Number: HRJ7401 Location: Mississauga, Ontario, Canada Judson Group has been retained by a successful, privately owned wealth and investment management firm in the search for a Senior Wealth Advisor – CFA responsible for portfolio management for assigned UHNW client relationships. This individual will be a member of the Investment Committee and responsible for setting

Reference Number: MHH7389 Location: Canonsburg, Pennsylvania Judson Group has partnered with a comprehensive, fee-only wealth management firm 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. This individual will support the firm’s

Reference Number: HRJ7360 Location: Tucson, Arizona – Remote Judson Group has been retained by a well-respected Wealth Management firm in the search for a Financial Advisor – CFP. This individual will report directly to the owner and will take over existing client relationships and will be responsible for leading all client meetings and developing meaningful

Reference Number: HRJ7335 Location: Atlanta, Georgia (Buckhead) 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 collaborative approach and excellent client service capabilities for

Reference Number: MHH7364 Location: Morristown, New Jersey Judson Group has been retained by a leading wealth and financial services company in the search for a Financial Advisor.  The firm is known for their commitment to building UHNW client relationships and providing financial planning and investment management expertise. The ideal candidate has extensive experience working with

Reference Number: HRJ7366 Location: San Diego, California Judson Group has partnered with a growing boutique RIA with $500MM+ AUM in the search for a Director of Operations. The Director of Operations reports directly to the COO and is an integral member of the management team. The Director of Operations will both manage teams and projects, while

Reference Number: MHH7350 Location: Pittsburgh, Pennsylvania Judson Group has been retained by an established, fee-only RIA with over $5B in AUM in the search for an Investment Analyst. The Investment Analyst generates investment ideas/recommendations, conducts ongoing research coverage of existing portfolio holdings, ensures client portfolio alignment with investment strategies, communicates investment strategy and decisions to

Reference Number: HRJ7352 Location: West Palm Beach, Florida or San Francisco, California Judson Group has been retained by a growing wealth management organization to add a Senior Portfolio Manager & Investment Strategist to support a recent acquisition, along with the expansion of the organization and need for a liaison to support investment collaboration, best practices

Reference Number: HRJ7351 Location: West Palm Beach, Florida or New York City, New York Judson Group has been retained by a growing wealth management organization to add a Director of Human Resources – Wealth/Financial Services to support the expansion of the organization. This individual will be responsible for working alongside leadership to develop and execute

Reference Number: MHH7344 Location: Baltimore, Maryland Judson Group has been retained by a highly regarded independent wealth management firm in Baltimore, MD in the search for a Senior Financial Advisor. The firm is known for its client-first approach and strong company culture. The Senior Financial Advisor will be responsible for and serve as a point

Reference Number: MHH7343 Location: Salem, Massachusetts Judson Group has been retained by a well-respected, independent RIA in the search for a Wealth Executive Assistant/Client Services. This candidate will have the unique role of providing high-touch client service needs for high net worth clients and prospects. The ideal candidate is passionate about client service, demonstrates exceptional

Reference Number: HRJ7340 Location: Redwood City, California Judson Group has been retained by a growing independently held RIA in the search for a Lead Wealth Advisor. This individual over time will join an established team and begin to take over 80-100 existing client relationships with financial planning responsibilities. The Lead Wealth Advisor will not have

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 trading, manager due diligence, and general investment team support. Prior experience trading

Reference Number: MHH7327 Location: Pittsburgh, Pennsylvania Judson Group has been retained by a nationally recognized wealth management and retirement plan consulting firm located in Pittsburgh in the search for a Senior Retirement Plan Consultant. This candidate will have the unique role of retirement plan advisory, service provider management, and client relationship management, as well as

Reference Number: HRJ7320 Location: Clearwater, Florida Judson Group has been retained by a nationally recognized RIA in the search for a Senior Financial Advisor. This individual will take on a client-facing lead role with financial planning and investment management responsibilities. The ideal candidate will have experience handling client transactions, implementing investment and financial planning recommendations,

Reference Number: MHH7303 Location: Youngstown, Ohio Judson Group has been retained by a leading independent fiduciary in the search for a Wealth Advisor. The Wealth Advisor will be responsible for managing current and prospective client relationships, play a key role in client meetings, and provide a superior client service experience. The firm is known for

Reference Number: MHH7301 Location: Pittsburgh, Pennsylvania Judson Group has been retained by a leading independent fiduciary in the search for a Wealth Advisor. The Wealth Advisor will be responsible for managing current and prospective client relationships, play a key role in client meetings, and provide a superior client service experience. The firm is known for

Reference Number: HRJ7300 Location: Boca Raton, Florida Judson Group has been retained by an RIA with a national presence in their search for a Wealth Advisor. This individual will support the firm advisors and other team members by providing comprehensive financial planning with existing and prospective clients. They will be responsible for developing financial plans,

Reference Number: HRJ7287 Location: Oklahoma City, Oklahoma Judson Group has been retained by a prominent financial advisory firm in the search for a Chief Investment Officer/Senior Advisor. The CIO/Senior Advisor will primarily be responsible for planning and directing all aspects of the firms’ investment programs. The CIO/Senior Advisor will work closely with the firm’s founder

Reference Number: HRJ7297 Location: Northbrook, Illinois Judson Group has partnered with a growing, well-respected $2B RIA in Northbrook in the search for an Operations Specialist. The Operations Specialist is responsible for supporting the operational and technology needs of the firm. The ideal candidate has previous financial services experience, including familiarity with CRM, portfolio accounting and

Reference Number: HRJ7283 Location: Scottsdale, Arizona Judson Group has been retained by a growing independent advisory firm in their search for an Associate Wealth Advisor. This individual will support the firm advisors and other team members by providing comprehensive financial planning with existing and prospective clients. They will be responsible for developing financial plans, managing

Reference Number: MH7282 Location: Chicago, Illinois 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 responsible for financial planning, retirement planning, and investment management for approximately 150 of the firm’s clients, as well as managing the day-to-day

Reference Number: MHH7278 Location: Iselin, New Jersey Judson Group has partnered with a successful and growing wealth firm in the search for an Executive Assistant – Wealth Management. This firm serves high net worth clients and has a strong history of investment performance. This person will have the unique role of reporting to and assisting

Reference Number: HRJ7262 Location: Downers Grove, 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 over time. This is a great opportunity to join a

Reference Number: HRJ7237 Location: Deerfield, Illinois Judson Group has been retained by a growing RIA in their search for an Associate Wealth Advisor. This individual will support the firm’s lead advisors by taking over existing client relationships and assisting new client relationships. They will be responsible for developing financial plans, managing client relationships, reviewing portfolio

Reference Number: HRJ7256 Location: Indianapolis, Indiana Judson Group has partnered with a growing, independently held RIA in the search for a Financial Planner. This individual will be supporting the firm’s Advisors with financial planning and investment management responsibilities. The ideal candidate will have experience handling complex client transactions, preparing and presenting investment and financial planning

Reference Number: MHH7254 Location: Pittsburgh, Pennsylvania Judson Group has been retained by a leading independent fiduciary in the search for a Client Relationship Specialist. The Client Relationship Specialist will support the firm’s financial advisors and clients with relationship management, operational tasks, and financial planning. The ideal candidate will have experience managing client relationships. This individual

Reference Number: HRJ7194 Location: Charleston, South Carolina Judson Group has been retained by a highly respected RIA with a national presence to add a Wealth Advisor to their team in the Charleston area. The ideal candidate has extensive experience working with HNW/UHNW clients in a lead advisor role and has a proven track record of

Reference Number: HRJ7250 Location: Phoenix, Arizona Judson Group has been retained by a highly respected Phoenix firm that is known for their UHNW focus and high-end client service to add a Family Wealth Advisor to their team. The ideal candidate has extensive experience working directly with UHNW clients with a focus on wealth and tax

Reference Number: HRJ7247 Location: Los Angeles, California Judson Group has been retained by a leading RIA with over $28B AUM in the search for a Lead Advisor.  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: MHH7246 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 Financial Paraplanner. This individual will be supporting the firm’s financial advisors and clients with various financial planning administration and responsibilities. The ideal candidate will

Reference Number: HRJ7226 Location: Remote Judson Group has partnered with a growing, well-respected RIA with offices nationwide in the search for an Operations Associate – Wealth Management. The Operations Associate is responsible for working alongside the Senior Operations Manager in supporting the operational and portfolio management needs of the firm. They will be supporting business

Reference Number: MH7231 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: MHH7229 Location: Pittsburgh, Pennsylvania Judson Group has been retained by a leading independent fiduciary in the search for a Wealth Advisor to take over an existing client base. The Wealth Advisor will be responsible for managing current and prospective client relationships, play a key role in client meetings, and provide a superior client

Reference Number: HRJ7200 Location: Tucson, Arizona Judson Group has been retained by a large, independent RIA to add a Wealth Advisor to their advisory team. Our client provides independent investment and financial planning advice to help clients make sound financial decisions. The Wealth Advisor serves as the firm’s primary point of contact for a select

Reference Number: HRJ7221 Location: Chicago, Illinois Judson Group has partnered with a successful investment advisory firm that currently manages over $7B in client assets in the search for an Associate Wealth Planner. This individual will be supporting the firm’s senior team members with financial planning responsibilities, providing client-centric financial analyses and recommendations to UHNW clients.

Reference Number: MHH7202 Location: Marlton, New Jersey Judson Group has partnered with a successful wealth management firm in the search for a Senior Portfolio Manager responsible for all necessary functions relating to the investment of client funds for the firm. This firm has a great reputation for serving its clients. The ideal candidate has extensive

Reference Number: HRJ7198 Location: Atlanta, Georgia Judson Group has partnered with a growing wealth management firm in the search for a Associate Research Analyst. This individual will be primarily responsible for the analysis of the fundamental outlook for companies and an assessment of equity valuation.  They will also be responsible for producing recommendations for stock

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: 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: 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: MHH7137 Location: Hartford, 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: HRJ7093 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: MR7124 Location: El Segundo, California Judson Group has partnered with a growing boutique wealth management firm located in El Segundo in the search for a Director of Operations. The Director of Operations reports directly to the Senior Partners and is an integral member of the management team. The Director of Operations is responsible

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: 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: 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: HRJ7071 Location: Remote Judson Group has partnered with a well-respected Wealth Management firm in the search for a Practice Manager. This individual will report directly to the owner and will oversee primary responsibility for client services, office administration, human resources, accounting, technology, and marketing. The ideal candidate has strong leadership skills, knowledge of

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: MH7035 Location: Houston, 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: HRJ7055 Location: Pittsburgh, Pennsylvania Judson Group has been retained by a highly regarded, fee-only RIA in the search for a Director of Client Services for their Wexford office. This individual’s main responsibility is to be the liaison between the client and the custodian (primarily Schwab).  This includes managing the full cycle of operations

Reference Number: MHH6927 Location: Central New Jersey Judson Group has partnered with a leading independent, privately-held wealth management firm in Central New Jersey to add an Investment and Trading Specialist to their team. This will be a unique opportunity to work in a collaborative environment to execute trades, analyze securities and provide support to the

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: HRJ6974 Location: Tennessee Judson Group has partnered with a large independent RIA in the search for a Chief Operating Officer to help grow the firm substantially over the next decade. This individual will be responsible for overseeing Operations, Finance, Human Resources, Technology, and Compliance. The ideal candidate has experience managing team members across

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: HRJ6911 Location: Dallas, Texas Judson Group has partnered with a successful RIA in the search for a Client Service Associate – Relationship Manager that provides administrative and operational support to one or more Advisors of the firm. The Relationship Manager assists with Ultra High Net Worth client daily needs. Responsibilities include; new account

Reference Number: HRJ6959 Location: Los Angeles, California Judson Group has been engaged by a $1.5B RIA in the search for a Wealth Strategist. This individual will support Senior Wealth Advisors by participating in client meetings, assisting with the development of investment and financial planning strategies, and performing research in regard to complex client issues. The

Reference Number: MR6952 Location: Los Angeles, California Judson Group has partnered with a boutique wealth management firm located near Los Angeles in the search for a Senior 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

Reference Number: HRJ6898 Location: Indianapolis, IN, Chicago, IL, Grand Rapids, MI, Cincinnati, OH, Minneapolis, MN Judson Group has been engaged by a privately-held, multi-billion-dollar RIA in the search for a Private Equity Investment Strategist. The firm caters exclusively to UHNW families and institutional clients. As a member of the firm’s senior investment team, this person

Reference Number: HRJ6809 Location: Detroit, Michigan Judson Group has been retained 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

Reference Number: HRJ7010 Location: Chicago, Illinois Judson Group has partnered with a growing, well-respected RIA in the search for an Operations and Client Service Manager. The Operations and Client Service Manager is responsible for supporting the operational and portfolio management needs of the firm. The ideal candidate has previous financial services experience, including familiarity with

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