Boutique recruiting firm placing financial planners and advisors with RIAs, wirehouses and independent broker-dealers through tailored, full-cycle search services.
Financial Planner Recruiting, LLC is a boutique recruiting firm that places financial advisors with wealth management firms across the United States. It works with Registered Investment Advisors, wirehouses, independent broker-dealers, and other financial planning and investment management organisations. The firm serves both emerging and experienced financial planners, drawing candidates from firms such as Merrill Lynch, LPL Financial, Morgan Stanley and fee-only RIAs.
Its core service is full-cycle financial planner recruiting. This covers candidate sourcing, telephone and video screening, presentation of resumes and candidate biographies, interview coordination, and continued support through the hiring process. Rather than accumulating resumes, the firm focuses on aligning a candidate's experience, relationships, skills and career goals with each firm's specific needs.
The company works closely with independent advisory firms, in particular small and boutique wealth management outfits seeking to build stronger advisory teams efficiently. It is founder-led by Alexandra "Ali" Staton, who brings knowledge of the wealth management industry. Further information is available at https://fprecruiting.com/.
