Overview

• Founded in 2012 and headquartered at 804 Gallery Dr, Oceanside, California, with a team of 3 employees
• Specializes in recruiting experienced wealth management professionals for banking, wirehouse, and independent channels nationwide
• Works with corporate clients on contingency or retained recruitment arrangements
• Provides complimentary career transition services to financial advisors at no cost
• Focuses on Registered Investment Advisor (RIA) transitions and independent opportunities across the United States

Specializations

• Wealth Management recruitment for top-tier client firms in banking and financial sectors
• Registered Investment Advisor (RIA) transitions and channel-specific placements
• Independent Financial Advisors career path optimization
• Nationwide recruitment for wirehouse and independent channel professionals

Services & Approach

• Contingency-based recruitment solutions for corporate wealth management roles
• Retained executive search services for specialized financial positions
• Candidate evaluation and placement for RIA transitions
• Complimentary career advisory services for financial professionals seeking independent opportunities