Wealth Management Recruiting
Client service associates provide the operational support that enables advisors to focus on clients. We recruit CSAs who handle account administration, trading support, and client requests with precision.
Series 7/66
Licensed Associates
Multi-Advisor
Support Experience
2 Weeks
To Qualified Shortlist
Every day a Client Service Associate – Wealth position stays open, your organization loses ground.
CSA quality directly impacts advisor productivity and client satisfaction
Associates must manage account openings, transfers, trading, and client communications
Finding CSAs with both financial services knowledge and exceptional organizational skills is challenging
We source wealth CSAs with brokerage/advisory operations experience, securities licensing, and the organizational skills to support multiple advisors effectively.
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
