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