TALENT ACQUISITION

We find talent for wealth management firms, whether for additional support, scaling up or succession planning.


Whether you are building a firm for enterprise value or for lifestyle, you will need a talented supporting cast.

Key Wealth Management Practice Roles:

  • Directors of Investments & Portfolio Managers

  • Investment Operations, Analysts & Trading Associates

  • Teamed Advisors:  Lead Advisors, Relationship Managers, 2nd Chair/Service

  • Directors of Planning & Financial Planning Associates/Paraplanners

  • Client Service Associates & Onboarding Specialists

  • Practice Directors, COOs and Operations

  • Compliance

  • Marketing Professionals

  • Executive Assistant and General Admin 

Professional team collaborating on talent acquisition strategies for wealth management firms.

“41% of top RIA firm executives consider hiring and developing talent to be their biggest challenge.” - BNY Mellon

We Also Find Roles For:

Firm Leaders 

  • Corporate Wealth Management Leaders

  • Field Leaders and Managers

Advisor Recruiting

  • Career Changers For Advisor Training Programs

  • Experienced Advisors

Satisfied client providing a testimonial about Lead Advisor's effective candidate matching services.

“Lead Advisor has been a key strategic partnership for Diamond Consultants. We always have immense confidence that our clients will have their needs met when we introduce them to the team at Lead Advisor. They are responsive, organized, tenacious, and most importantly come through with candidates who match the client’s need.”

- Director of Operations in New Jersey

Our Engagements

Magnifying glass over a resume symbolizing the focused approach of single search talent acquisition.

Single Search

For wealth management firms that have only one, specific hiring need, our “single search” engagement may be best.  Lead Advisor, LLC will assist with description feedback, sharing marketplace trends for the role and a consultation session before actively sourcing and interviewing candidates. The engagement allows for third-party perspective and time leverage to keep your current team in their highest best use. 

Building blocks representing the structured development of a firm's team through private roster services.

Private Roster / Firm Builder

Practice Level:  

For wealth management firms that are in growth mode and believe to have multiple hiring needs within the year, our Private Roster – Firm Builder engagement may be appropriate.  We work with a limited number of practices as an outsourced talent team offering consulting to the hiring strategy and discounted placement fees throughout the engagement. 

Firm Wide designed for Regions | Aggregators |  OSJ

 Wealth management leaders that support multiple practices engage in our Firm Builder services to offer our consulting services and a discounted placement fee to the practices affiliated with their firm. 

Building blocks representing the structured development of a firm's team through private roster services.

Advisor Recruiting Engagements:

We work with firm leaders and managers who are looking to attract the next generation of advisors.   The engagements are created to fit the marketplace, volume, candidate profile and platform of each firm.