Role / Financial Advisor
Hiring a Financial Advisor
A producer hire, and the one most likely to be expensive if it goes wrong. Permanent, direct-hire placements for independent practices, RIAs and wealth management firms nationwide.
What to look for
A book is not
the whole
story
Ask whether those clients would follow, and whether the advisor’s way of working survives contact with your process, your custodian and your compliance expectations.
Fit matters more here than in any other role in the practice, because an advisor who does not settle takes relationships with them when they leave. This is the role where the Elite tier earns its price: skills assessments, a recorded interview, and matching against a personality baseline of your existing team.
Related roles
Often hired
alongside
Practices adding an advisor frequently need the support around them at the same time: a Financial Advisor Assistant to protect the advisor’s calendar, and a Client Service Associate to carry the day-to-day client contact.
If the role is more planning than production, look at Financial Planner or Certified Financial Planner instead. See the financial services overview for the full picture.
Next step
Tell us about the role
One intake call and we will tell you what an advisor of that profile costs in your market before the ad goes out.
