Wealth Management Recruiting
Philanthropy advisors help affluent clients maximize charitable impact through strategic giving. We recruit advisors with donor-advised fund, foundation, and charitable planning expertise.
CAP
Philanthropy Credentials
DAF/Foundation
Charitable Vehicle Expertise
30 Days
To Qualified Shortlist
Every day a Philanthropy Advisor position stays open, your organization loses ground.
Philanthropic planning is increasingly important to HNW and UHNW client retention and acquisition
Advisors must understand DAFs, private foundations, CRTs, and other charitable vehicles
Finding advisors with both philanthropy expertise and wealth management integration skills is rare
We source philanthropy advisors with charitable planning experience, DAF/foundation management knowledge, and the client skills to help families create meaningful philanthropic legacies.
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
