Industry / Financial services
Financial advisor and wealth management recruiting
Permanent placements for independent advisory practices, RIAs, broker-dealers and wealth management firms. Advisors and planners through to the client service staff a practice runs on.
Who we recruit for
Independent
firms, mostly
Registered investment advisors, broker-dealers, independent financial firms, insurance marketing organizations, financial coaching practices and wealth management firms. Most often the person we are hiring for is the lead advisor who owns the practice.
That shapes how we work. A firm of eight cannot absorb a bad hire the way a national can, and the founder is usually doing the interviewing between client meetings. The process exists so that the shortlist is short and everyone on it can actually do the job.
Roles we fill
From the front desk to the corner office
Practice support
- Receptionist
- Financial Office Assistant
- Financial Advisor Assistant
- Financial Office Manager
- Marketing Coordinator
- Marketing Director
Client service
- Client Service Specialist
- Client Service Associate
- Registered Client Service Specialist
- Registered Client Service Associate
- Investment Associate
- Trading Associate
Advisory and producer
- Associate Financial Advisor
- Associate Financial Consultant
- Financial Advisor
- Financial Consultant
- Paraplanner
- Financial Planner
- Certified Financial Planner
- Portfolio Manager
How far to take it
What you
already
run
Two firms hiring the same role often need different things from us, and you should not pay for steps you can run yourself. Firms that already have their own hiring tools usually sit well with Basic. If you do not have those tools and want personality and integrity checked before anyone reaches you, that is where the integrity survey and personality profile in Standard start earning their keep.
When you want as much candidate information as possible before a file reaches you, Elite adds skills assessments, a recorded interview and matching against a profile of your existing team, and extends the candidate guarantee to 90 days.
Next step
Tell us which position is open
One intake call and the search starts. We will tell you what the role should pay in your market before the ad goes out.
