Wealth Management Recruiting
Insurance specialists in wealth management integrate life insurance, annuities, and risk management into comprehensive plans. We recruit specialists who add insurance expertise to your advisory team.
CLU
Insurance Credentials
Advanced
Life & Estate Planning
30 Days
To Qualified Shortlist
Every day a Insurance & Wealth Specialist position stays open, your organization loses ground.
Insurance planning is a critical component of comprehensive wealth management for HNW clients
Specialists must understand life insurance, annuities, LTC, and their role in estate and tax planning
Finding specialists with both insurance expertise and wealth management advisory integration skills is rare
We source insurance & wealth specialists with advanced life insurance planning experience, CLU credentials, and the advisory skills to integrate insurance into comprehensive wealth plans.
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
