Sourcing talent in an ever-evolving market.
The US wealth management market is incredibly vast, and predictions are the growth of the market is to be above the average rate over the coming decade.
New regulations and requirements for businesses to maintain increased standards mean that specialist partners in recruitment are essential.
However, the future isn’t entirely straightforward, rise in technology, the increase of Robo-Advisors, and an aging workforce mean a new set of challenges for firms, financial advisors, and their clients. The market, as we know, is split into distinct areas, the wirehouses, regional firms, and a growing list of independents, along with some boutiques and specialist regional opportunities.
There are potentially complex and drawn out processes and procedures when a firm hires a financial advisor, and we work independently to provide a trusted partnership to both firm and the financial advisor to get the very best outcome for both parties.
How will we help you find your next Financial Advisor?
Our Financial Advisor recruiters are disrupting the Financial Advisory market and delivering exceptional results for our selected client partnerships.
The Financial Advisor recruiting trends are constantly evolving, and the market is always changing. We partner with established Financial Advisors to help them navigate this market.
Financial Advisors want to partner with us, to represent them as we truly build on-going relationships. We are operating with a meaningful difference and understand no two people or situation is the same, so we meet our advisors as soon as possible to begin that relationship.
Our partners have combined over 45 years' experience in recruitment and search in the Wealth management sector.
We know through our long-standing partnership with our clients, what types of individuals and firms fit right culturally, how to align values,and how to assist with the structuring of the complex move, so that both firm, financial advisor and their clients are in the best possible position when the advisor starts his or her new role. If you want to partner with one of the leading financial advisor recruiting firms, please reach out today.