Wealth Management Recruiting
Retirement planners help affluent clients transition from accumulation to distribution with tax-efficient income strategies. We recruit planners with specialized decumulation expertise.
RICP
Retirement Income Certified
Distribution
Income Planning Expertise
30 Days
To Qualified Shortlist
Every day a Retirement Planner position stays open, your organization loses ground.
The great wealth transfer is creating unprecedented demand for retirement distribution expertise
Planners must optimize Social Security, RMDs, Roth conversions, and tax-efficient withdrawals
Finding planners with both retirement income expertise and HNW client experience is rare
We recruit retirement planners with RICP credentials, distribution planning expertise, and the HNW client experience to guide affluent retirees through complex income decisions.
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
