The wealth management market in the US is incredibly vast, with wirehouses, banks, regional firms, independents and boutiques all competing for top talent.
Financial advisors are in the driving seat here, generating a candidate-led landscape where competition is fierce and the emergence of new technologies is creating further disruption. As Robo-advisors create new avenues of wealth management for clients, wealth management professionals and organizations must be open to partnering with technology in order to provide the best possible service to.
We’re disrupting the industry with our wealth management solutions.
Proactively building relationships with financial advisors across the US. We are a boutique wealth management firm with a team of 16 consultants with truly national coverage. Our approach involves maintaining close ties with professionals at every stage of their careers and staying on top of the latest wealth management trends and insights.
We make it our business to meet face-to-face with financial advisors across the US, nurturing bonds so that when advisors do feel ready for a move, we are front of mind. This proposition is unique in the US wealth management market and, coupled with our deep industry knowledge and experience, ensures we can offer a premium level of service to both advisors and firms.
Our team of expert recruiters has decades of experience in the wealth management recruitment market.
We work with clients of all sizes, from wirehouses through to boutiques and independents, meaning we can offer financial advisors a broad range of opportunities when it comes time to make their next career move. By disrupting the US wealth management market, we’re providing wealth management professionals alternative career options and ensuring we’re always on hand to provide career advice when it’s needed most.
If you're looking to hire executive wealth management talent or you're interested in a wealth management career, please contact us today.