Financial Services Recruiting
Wealth managers provide comprehensive financial guidance to high-net-worth clients. We recruit WMs who deliver holistic wealth solutions spanning investments, tax, estate, and insurance planning.
HNW
Client Segment Experience
CFP/CFA
Advanced Credentials
60 Days
To Qualified Shortlist
Every day a Wealth Manager position stays open, your organization loses ground.
HNW client expectations demand advisors with broad expertise across investments, tax, and estate planning
Wealth managers with $50M+ books and strong client relationships are extremely difficult to recruit
The role requires both deep technical knowledge and exceptional relationship management skills
We source wealth managers with HNW client experience, multi-disciplinary planning skills, and the service orientation to deliver the white-glove experience affluent clients expect.
Our fees are significantly lower than traditional staffing firms, and our focus is immediate — no drawn-out timelines, no inflated markups, no revolving door of candidates. You get a dedicated recruiting partner laser-focused on filling your role with the right person, fast.
Every candidate undergoes credential verification, behavioral interviews, background checks, and reference validation before you see a single résumé.
One point of contact who learns your organization, culture, and requirements — no hand-offs, no wasted time.
Our process delivers a qualified shortlist fast — without sacrificing the due diligence that protects your hire.
A proven, four-step process designed for speed and precision.
We learn your organization, culture, and exactly what this hire needs to look like — technically and culturally.
Our recruiters activate confidential networks, referral channels, and specialty pipelines to build your candidate pool.
Candidates are screened through structured interviews, credential checks, and reference calls. Only the best reach your desk.
We support offer negotiations, start-date logistics, and onboarding coordination to ensure a smooth transition.
Request a complimentary search proposal. We'll outline our approach, timeline, and investment — no obligation.
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Founded by Sophia Pettey, JD, LL.M., MBA
