Wealth Management
Firm Recruiting

Building Teams That Build Wealth.

Success in wealth management depends on the quality of your team. We partner with RIAs, broker-dealers, and advisory firms to recruit professionals who blend client trust, technical knowledge, and strategic thinking.

Why Choose Us?

  • Industry Expertise

    With decades of experience, we partner with RIAs, broker-dealers, and wealth advisory firms to recruit professionals who bring the right blend of technical proficiency, strategic insight, and client trust.

  • Nationwide Reach

    We have successfully placed candidates at firms managing assets from millions to billions—advising teams across the country with searches tailored to their size, structure, and service model.

  • Precision Recruiting

    Our approach is precise and relationship-driven. We go beyond job boards to identify candidates who align with your firm’s culture, goals, and long-term growth strategy.

Roles
We Place

  • Financial Advisor

  • Portfolio Manager

  • Financial Planner

  • Client Relationship Manager

  • Investment Analyst

  • Wealth Strategist

  • Compliance Officer

  • Trust Officer

  • Estate Planning Specialist

  • Risk Analyst

  • Operations Manager

  • Client Service Associate

  • Research Analyst

  • Marketing Associate

  • Sales Assistant

  • For Clients

    We’ve supported teams managing assets from millions to billions. Whether you’re building out a growing RIA or restructuring a legacy team, we tailor each search to your model, client base, and growth strategy.

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  • For Job Seekers

    We help you move beyond job boards and into firms where you can make a real impact—places that value your CFP, your drive, and your approach to client relationships. We don’t just place resumes; we build careers.

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