Wealth Management Recruiting
Fiduciary officers ensure your firm meets its fiduciary obligations across trust, investment, and advisory activities. We recruit officers with deep fiduciary expertise and regulatory knowledge.
CTFA/JD
Fiduciary Credentials
Compliance
Suitability Monitoring
30 Days
To Qualified Shortlist
Every day a Fiduciary Officer position stays open, your organization loses ground.
Fiduciary breaches expose firms to lawsuits, regulatory action, and reputational damage
Officers must monitor investment suitability, trust compliance, and conflict of interest management
Finding professionals with both legal fiduciary knowledge and practical wealth management experience is rare
We source fiduciary officers with trust law expertise, investment suitability monitoring experience, and the judgment to protect both clients and firm interests.
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
