Hiring in Wealth Management

• Advisory

  Financial advisors · Private bankers · Wealth planners

• Investment

  Portfolio managers · Investment strategists · Fixed-income specialists

• Family office

  Family-office CIOs · Trust officers · Estate planners

• Book portability

  Not all AUM travels. We capture book characteristics: client tenure, product mix and portability signal — without breaching confidentiality.

• Licensing regime

  Series 7/66, SIE, CFP, CFA, CISI — captured at intake and applied as filters.

• Segment fit

  Mass-affluent, HNW and UHNW workflows differ. Rubrics separate them.

• Fee model transparency

  Fee-only, commission and hybrid advisors are compensated and regulated differently — captured explicitly rather than assumed from title.

Every candidate is scored against the role's rubric, and every score points back to a specific line in the CV. For wealth management, these are the signals that carry weight:

• AUM and book context
• Licensing captured
• Segment-specific rubric

• CFP
• CFA
• CISI
• Series 7/66

1. A ranked set of candidates, each with a score and the evidence behind it.
2. Eligibility checks resolved before the candidate reaches you — right to work, credentials, location model.
3. Salary expectation against your band, stated plainly, before you invest interview time.
4. One decision per candidate: advance, hold or decline, reversible for a short window.

Candidates stay invisible to you until we've reviewed them for your specific role, and contact details are released as a separate step.