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, leading client meetings, and participating in business development. This is a fantastic opportunity f...
Judson Group has partnered with a well-respected financial advisory practice in the Chicago area in the search for a Wealth Operations and Practice Management Strategist. This individual will play a crucial hands-on role that is responsible for daily operation efficiencies, client services, and office procedures. The ideal candidate has strong communication and technological skills, knowledge of the client service and operations processes in a We...
Judson Group has partnered with a $19B AUM RIA with a national presence in the search for a. Senior Wealth Manager. This individual will be helping grow the firm and will have a long-term leadership/opportunity. The ideal candidate will have at least five years experience handling complex client transactions, implementing investment and financial planning recommendations, leading client meetings, and participating in business development. This is...
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, leading client meetings, and participating in business development. This is a fantastic opportunity fo...
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 ideal candidate has strong communication skills and solid financial planning and investment acumen. This individual will provide superior client service ...
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, leading client meetings, and participating in business development. This is a fantastic opportunity fo...
