Beyond The Broker: Navigating Financial Advisory Independence- BOOK RELEASE FEB 2025!

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SRP
Home
Strategic Partnerships
Fee-Based Recruiting
Our Founder
Our Expertise
CAP
GAP
Contact Us
More
  • Home
  • Strategic Partnerships
  • Fee-Based Recruiting
  • Our Founder
  • Our Expertise
  • CAP
  • GAP
  • Contact Us
  • Home
  • Strategic Partnerships
  • Fee-Based Recruiting
  • Our Founder
  • Our Expertise
  • CAP
  • GAP
  • Contact Us

Candidate Advocacy Program

The Candidate Advocacy Program was designed to provide guidance & confidence to experienced, industry-specific experts confidentially exploring Salaried Opportunities with independent, boutique RIAs.


As Wealth Management Matchmakers, we are on a mission to make introductions between Wealth Management Experts & Independent RIAs with aligned visions, core values, financial planning approach, investment philosophy, industry expertise, niche clientele, and culture. The Candidate Advocacy Program is complimentary to candidates, offered on a limited basis in accordance with geographical & business demands. 


We represent highly motivated, relationship-centric, wealth management professionals, including:


Financial Planning & Advisory, CFP® professionals

Investment & Portfolio Management, CFA charterholders

Business Operations & Compliance professionals

Client Service & Support, Series 65 license holders

Registered Financial Representatives, Series 7, 63, 65/66 license holders


Confidentiality is a top priority. We do not share personal information, blind resumes, or details of employment history without written consent from the candidate once firms are fully vetted and have executed a confidentiality agreement.

Apply for our Candidate advocacy program today!

RISE Strategic Recruitment Partners

An Evolution of Recruiting Industry Specific Experts.

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