Strategic Hires Start Here
We help financial firms build the teams they need to grow, from client service to leadership,
Designed for Firms That Need Talent, Not Headaches
Expanding
Fast
Strategic Planning Call
You're scaling quickly and need proven talent to match your growth.
Filling
Critical Roles
Carrier Onboarding & Fast-Track Access
A team member left or leveled up. You need support now.
Building the Right Team
Sales Insider +Live Deal Support
You're designing a new org chart and want to get it right the first time.
When Hiring Needs to Work
We step in when firms face inflection points, not just job openings.
- A key player left unexpectedly
- You’re hiring for a new role you’ve never filled
- You’re unclear on comp, job descriptions, or interview process
- You want help that goes beyond job boards
- Recruiting takes time you don’t have
- You need structure, strategy, and execution
Who We Recruit
We specialize in roles that support, scale, and strengthen financial firms from the inside out.
Leadership & Advisory
- Lead Advisor
- Senior Financial Advisor
- Director of Wealth Management
- Regional Director
Administrative & Support
- Executive Assistant
- Operations Coordinator
- Administrative Associate
- Client Onboarding Specialist
- Marketing Coordinator
- Compliance Manager
Client Service & Relationship Management
- Senior Client Service Advisor
- Client Relationship Manager
- Client Success Associate
Financial Planning & Investment Ops
- Director of Financial Planning
- Paraplanner
- Portfolio Manager
- Investment Ops Manager
- Tax Specialist (EA/CPA)
Search
With Structure
Step 1
Clarify the Role
Align on what success looks like and build a clear brief.
Step 2
Source & Screen
Tap our network and do direct outreach. No job board spray.
Step 3
Coordinate & Support
Guide both sides through scheduling, interviews, and prep.
Step 4
Close & Check In
Support the offer, onboarding, and post-hire experience.
Recruiting That Goes Beyond Resumes
- Strategic Job Briefs
- Direct Outreach & Talent Mapping
- Branded Job Listings
- Behavioral + Fit-Based Vetting
- Interview Support & Materials
- Salary Benchmarks & Counteroffer Prep
Ready to Build the Right Team?
Let’s build a hiring plan that saves time, reduces churn, and attracts top performers.
