Financial Advisors provide personalised financial planning and investment advice to individual and institutional clients. Found through dedicated retained search — not job boards.
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Developing comprehensive financial plans for clients, managing investment portfolios, conducting ongoing client reviews, prospecting and onboarding new clients, ensuring suitability of recommendations, maintaining compliance with regulatory requirements, and coordinating with estate planning and tax professionals.
Series 65 or 66 registration and/or state insurance licence as required, CFP designation preferred, 3–7 years of client-facing advisory experience, and a demonstrated track record of client relationship development. AUM under management and new business production metrics are key indicators.
Financial advisor candidates should be asked to provide specific, verifiable metrics on their current book — AUM, client count, average account size, and annual new business production. Candidates who cannot or will not provide this data are not serious candidates.
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Retained recruitment delivers a pre-screened shortlist within 21–38 days. Start with a free 25-minute consultation.
📅 Book a Free Consultation No obligation · 25 minutes · Google Meet · Confidential