Active Searches | Wealth Management

Reference Number: HRJ7697 Location: Mequon, Wisconsin (Hybrid) Judson Group has partnered with a $19B+ AUM RIA with a national presence in the search for a Wealth Manager. This individual will be helping grow the firm and will have a long-term leadership/opportunity. The ideal candidate will have experience handling complex client transactions, implementing investment and financial planning

Reference Number: HRJ7692 Location: Minneapolis, Minnesota/Remote within the Midwest is a possibility for the right candidate Judson Group has been retained by a $5B+ independent financial planning and investment advisory firm in the search for a Chief Compliance Officer. The CCO reports directly to the President and is an integral member of the leadership team.

Reference Number: MHH7687 Location: Akron, Ohio Judson Group has been retained by a growing wealth management firm with AUM over $2.5B in the search for an Associate Wealth Advisor – CFP. This individual will work with a Regional Branch Manager and service a client base of ~100 clients. This is an ideal position for someone

Reference Number: HRJ7685 Location: Chicago, Illinois Judson Group has partnered with a $19B+ AUM RIA with a national presence in the search for a Wealth Manager. This individual will be helping grow the firm and will have a long-term leadership/opportunity. The ideal candidate will have experience handling complex client transactions, implementing investment and financial planning recommendations,

Reference Number: MHH7683 Location: San Antonio, Texas Judson Group has been retained by a growing, top-rated RIA with over $19B in AUM in the search for a Wealth Advisor – CFP. As a client-facing role, this position will collaborate with Managing Advisors and other service team members to develop and execute on client relationship plans,

Reference Number: HRJ7675 Location: Redwood City, California Judson Group has partnered with an independently held, fee-only RIA in the search for a Lead Wealth Manager. This individual will be leading larger and more complex client relationships through financial planning to support the growth of the firm. The ideal candidate will have experience handling complex client

Reference Number: HRJ7677 Location: Tucson, Arizona Judson Group has been retained by a boutique RIA in the search for a Financial Advisor – CFP. This individual will report directly to the owner, take over existing client relationships, and will be responsible for leading all client meetings and developing meaningful personalized financial plans. This is a

Reference Number: HRJ7669 Location: Minneapolis, Minnesota Judson Group has partnered with a Top-100 ranked RIA to add a Wealth Advisor to their team. The ideal candidate has extensive experience working with UHNW clients and a strong financial planning and tax planning background. This person will take over existing clients and help create capacity as the

Reference Number: HRJ7668 Location: Holland, Michigan Judson Group has partnered with a $1.8B RIA in the search for a Tax & Estate Planning Specialist located in Holland. This position serves as a resource for the firm in tax, estate planning and legal strategy when it comes to wealth planning, assets, and financial portfolios. The firm

Reference Number: MHH7666 Location: Pittsburgh, Pennsylvania Judson Group has been retained by a nationally recognized wealth management firm located in Pittsburgh in the search for an Associate Wealth Advisor. This individual will support the firm’s Senior Advisors in serving clients, the creation of financial plans/research, and sales support. The ideal candidate will have experience preparing

Reference Number: HRJ7663 Location: Salt Lake City, Utah Judson Group has partnered with a $19B+ RIA with a national presence in their search for a Senior Wealth Manager. This individual will be managing and servicing client relationships. They will be responsible for managing client relationships, reviewing portfolio performance with clients, investment analysis, financial planning, and

Reference Number: HRJ7656 Location: Chicago, IL/Cincinnati, OH/Atlanta, GA Judson Group has partnered with a privately held wealth management firm with an excess of $10B AUM in the search for a Senior Wealth Strategist to serve as a technical resource for the firm in estate planning and will be a key member of the firm’s Family

Reference Number: HRJ7655 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 collaborative approach and excellent client service capabilities for clients with net

Reference Number: MHH7654 Location: Hunt Valley, Maryland Judson Group has partnered with a highly regarded independent wealth management firm in Hunt Valley, 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

Reference Number: HRJ7593 Location: Boulder, Colorado Judson Group has partnered with a $19B+ AUM RIA with a national presence in the search for a Wealth Manager. This individual will be helping grow the firm and will have a long-term leadership/opportunity. The ideal candidate will have experience handling complex client transactions, implementing investment and financial planning recommendations,

Reference Number: MHH7653 Location: Martinsville, New Jersey; on-site. Judson Group has partnered with a leading independent, privately-held wealth management firm in Central New Jersey to add a Wealth Advisor – CFP to their team. This will be a unique opportunity to work in a collaborative environment to service clients’ financial needs with a reputable RIA. The

Reference Number: MHH7645 Location: Westport, Connecticut Judson Group has partnered by a highly regarded wealth firm in the search for a Senior Wealth Advisor. This individual will work to initiate, cultivate, and maintain relationships with HNW individuals and their families, collaborating with the rest of the team to develop investment solutions that help them achieve

Reference Number: HRJ7652 Location: Chicago, Illinois Judson Group has partnered with a $19B+ AUM RIA with a national presence in the search for a Senior Wealth Advisor. The Senior Wealth Advisor will be responsible for attracting and closing prospective HNW and UHNW clients alongside a service advisor in the region that will manage the client

Reference Number: MHH7651 Location: Falls Church, Virginia Judson Group has partnered by a highly regarded wealth firm in the search for a Senior Wealth Advisor – CFP. This individual will be delivering advanced financial planning services to a rapidly growing group of high net worth and ultra high net worth clients. This role will be

Reference Number: MHH7650 Location: West Conshohocken, Pennsylvania Judson Group has partnered with a successful RIA that currently manages in excess of $2B in client assets in the search for a Wealth Portfolio Operations Specialist. Our client focuses solely on investment returns for its clients. This individual will then be integral in using Advent Black Diamond

Reference Number: HRJ7624 Location: Seattle, Washington Judson Group has partnered with a $19B+ AUM RIA with a national presence in the search for a Senior Wealth Advisor. The Senior Wealth Advisor will be responsible for attracting and closing prospective HNW and UHNW clients alongside a service advisor in the region that will manage the client relationships

Reference Number: HRJ7639 Location: Phoenix, Arizona Judson Group has partnered with a $19B+ RIA with a national presence in their search for a Senior Wealth Manager. This individual will be managing and servicing client relationships. They will be responsible for managing client relationships, reviewing portfolio performance with clients, investment analysis, financial planning, and performing research

Reference Number: HRJ7625 Location: Seattle, Washington Judson Group has partnered with a $19B+ AUM RIA with a national presence in the search for a Wealth Manager. This individual will be taking over existing client referral channels, helping grow the firm, and will have a long-term leadership/opportunity. The ideal candidate will have experience handling complex client

Reference Number: HRJ7634 Location: Remote but must be based in San Francisco, California Judson Group has partnered with a $19B+ AUM RIA with a national presence in the search for a Wealth Manager. This individual will be helping grow the firm and will have a long-term leadership/opportunity. The ideal candidate will have experience handling complex client

Reference Number: MHH7630 Location: Bethesda, Maryland Judson Group has partnered with a leading financial advisory firm in Bethesda to add an Operations Associate – Wealth Management to their team. This will be a unique opportunity to work in a collaborative environment to support client account management, trading, compliance, and overall operations and efficiency within the

Reference Number: MHH7628 Location: McLean, Virginia Judson Group has been retained by an ever-evolving financial services firm offering solutions to independent advisors based on their preferred level of ownership and responsibility in the search for a Licensed Client Service Associate. The Licensed Client Service Associate will have the unique role of providing high-touch client service

Reference Number: HRJ7572 Location: Detroit, Michigan Judson Group has partnered with a $19B+ RIA with a national presence in their search for a Senior Wealth Manager. This individual will be managing and servicing client relationships. They will be responsible for managing client relationships, reviewing portfolio performance with clients, investment analysis, financial planning, and performing research

Reference Number: HRJ7421 Location: Indianapolis, Indiana 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 clients with net