Hire Exceptional Wealth Management Professionals
With A Tailored Recruiting Strategy
Today's Talent Market Is Challenging
Firms Are Faced With...
Limited Talent Pools
According to industry reports the demand for wealth management services is growing rapidly, while the supply of qualified wealth management professionals is struggling to keep pace with this growth. This limitation can pose an even greater challenge when firms are looking for candidates with a specific niche focus.
Strong Competition
Wealth management firms are competing with large banks, independent firms, and other financial institutions that are all vying for the same pool of talented professionals.
Evolving Client Needs
As client expectations shift and adjust to the times, wealth management firms face the challenge of identifying professionals with the right skill set to adapt to these changes and effectively serve their clients' needs.
Is Your Firm Ready to Grow?
"The turnover rate in the finance and insurance industries has risen steadily over the last half decade, from 25.1% in 2016 to 26.3% in 2021, according to the Bureau of Labor and Statistics."
"Without the right talent, your efforts to transform or build for the future will surely fail."
-PWC
For Your Practice
It's Not Just A Firm,
It's a Legacy
As a professional dedicated to helping clients achieve their long-term goals and objectives, we understand that finding the right new hire for your team involves more than just analyzing numbers and resumes.
It requires a unique blend of expertise, passion, and drive, combined with a genuine alignment of culture, values, and strategic objectives.
With our collaborative approach, we can assist you in developing a firm that not only fulfills your growth objectives but also contributes to your lasting legacy.
A Customized Strategy
Pinpoint the Right Talent
With Our Comprehensive Approach
Employer Branding That Attracts
We conduct a comprehensive analysis of your firm, encompassing aspects such as your culture, values, vision, specialty, and more. Additionally, we ascertain the specific and desired requirements for each new opening. Utilizing this information, we expertly craft a compelling and distinct message that appeals to and captivates the right candidates for your organization.
Thorough Candidate Evaluation
Our candidate evaluation process encompasses more than just reviewing resumes. We delve deeper into understanding their drivers, motivations, and goals. Additionally, we conduct thorough reference checks, gathering objective perspectives from individuals who have directly collaborated with the candidate. By synergizing their demonstrated expertise, individual drivers, and diligent reference assessments, we paint a comprehensive picture to aid in the decision-making process.
A Structured Recruiting Process On Your Schedule
We recognize the importance of acquiring talent promptly to support your business growth. Therefore, we build a focused and streamlined recruiting process that enables you to secure the right person within your desired timeframe. By facilitating mutually beneficial relationships we help ensure a timely and impactful addition to your team.
Expand Your Team in 4 Easy Steps
1.
Consult
Schedule a consultation to discuss your firms hiring needs and requirements.
2.
Strategize
We will work with your firm to create a comprehensive hiring plan that is aligned with your specific needs and the demands of the market.
3.
Engage
During the hiring process, we will actively engage candidates and maintain regular weekly communication with you.
4.
Hire
We will continue to stay engaged throughout the process, ensuring seamless assistance until the candidate signs the final offer letter.
Hire An Experienced Partner
15 Years in Financial Services.
National Recruiting Experience.
Fully Licensed.
With our expertise in recruiting and extensive industry knowledge, we can assist you in assembling the perfect team.
Positions We Specialize In:
Wealth Advisors
Wealth Advisors are the center of a client's relationship. We understand the importance of this role and our team possesses extensive expertise in recruiting wealth advisors across various scenarios.
Estate and Tax Specialist
Estate and Tax Specialists can help firms provide a balanced and well-rounded asset management plan for clients. We've successfully identified quality estate and tax professionals for unique opportunities.
Operations and Junior Advisors
We have a proven track record of successfully placing operations associates and junior advisors who bring substantial value and demonstrate a strong desire for growth within their respective wealth management firms.
Expand Your Team
Confidently Build Your Legacy
We'll help you find and attract the best talent to build a lasting wealth management firm.
