Wealth Management Recruiting
Private client advisors serve ultra-high-net-worth families with bespoke wealth solutions. We recruit advisors who provide the institutional-quality service and comprehensive planning UHNW families require.
UHNW
$10M+ Client Experience
Multi-Gen
Family Planning Expertise
60 Days
To Qualified Shortlist
Every day a Private Client Advisor position stays open, your organization loses ground.
UHNW families demand sophisticated planning across investments, tax, estate, philanthropy, and family governance
Advisors must manage complex family dynamics while delivering institutional-quality service
Finding advisors with both UHNW experience and the discretion these families require is extremely rare
We recruit private client advisors with UHNW family experience, multi-generational planning expertise, and the discretion and polish affluent families 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
