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Summary
About the Role
About You
- 10+ years of wealth management experience with a proven ability to lead and grow relationships in the UHNW space.
- Demonstrated track record of client retention, acquisition, and team leadership in a high-touch advisory environment.
- Series 65/66, Series 7, CFP® or CFA® designation required.
- Deep understanding of investment principles and planning strategies across complex wealth management scenarios.
- A visionary leadership mindset with strength in people development, strategy, operations, and client experience.
Benefits
- Competitive base salary.
- Performance-based incentive program.
- Equity/partnership track.
- Comprehensive benefits package including health, retirement, and professional development.
Judson Group has provided retained, priority, and contingency search services to a number of leading large, mid-sized, and small organizations nationally. Our firm specializes in Wealth Management, Banking, Finance and Accounting search needs in a variety of industries. Our clients love partnering with us. 83% of our placements have come from repeat clients. We're efficient. On average, we have candidates interviewing within 40 days of search initiation and have completed the search within 82 days. Our person to person approach connects candidates we’ve gotten to know, both personally and professionally, with our client companies whose needs we understand inside and out. We provide permanent and contract staffing solutions on a retained, priority, or unbundled basis. We work closely with clients to determine the search type and structure that best suits our client needs and facilitates a successful search.