Our Approach

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Hiring to fill a void within a boutique firm is imperative, ensuring operations and compliance are properly maintained without compromising client service. During Job Discovery, we collaborate with our clients to:

• Identify The Immediate Need
• Define Role Responsibilities
• Determine Experience Required
• Outline Desired Credentials 
• Describe Ideal Candidate

Market Demands vary across the nation, significantly impacting the talent pool. To ensure our clients stay competitive and attract top talent, we provide compensation recommendations leveraging data & benchmarking studies, specific to:

• Precise Location
• Firm Size & Total AUM
• Title & Responsibilities
• Years of Experience
• Designations, Certifications & Licenses 

Applying firsthand industry experience, we created a sophisticated interview process specific to boutique Wealth Management firms and provide customized outlines for each client. The process includes:

• Initial Job Discovery Call
• Identify Industry Experts
• Refine Prospective Candidates 
• Engage Top Industry Talent
• Thoroughly Vet Candidates
• Submit Qualified Candidates
• Coordinate Interviews