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Strategic Partnerships
Fee-Based Recruiting
Our Founder
Our Expertise
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GAP
Contact Us
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

Our Industry Expertise

Who We Serve

We serve boutique Wealth Management firms & RIA's as an extension of their team, trusted partner, fractional recruiter, industry growth advisor, and 'fiduciary to fiduciaries', always acting in the best interest of our clients and candidates. 


Open requisitions are limited in accordance to business demands, capped at twenty ongoing searches with Strategic Recruitment Partners entitled to a minimum of two dedicated searches at a time. Strategic Partnerships are also limited to no more than six ongoing partners at a time to ensure we maximize our efforts, producing greater results. 

Positions We Fill

Financial Planning & Salaried Advisory

Financial Planning & Salaried Advisory

Financial Planning & Salaried Advisory

Director of Financial Planning

Advisory Manager

Senior Wealth Advisor, CFP®

Wealth Advisor, CFP® 

Associate Wealth Advisor, CFP® 

Financial Planner, CFP®  

Financial Planning Associate

Paraplanner

Investment Management

Financial Planning & Salaried Advisory

Financial Planning & Salaried Advisory

Chief Investment Officer

Director of Investment Management

Portfolio Manager, CFA®

Portfolio Management Associate

Research & Investment Analyst

Investment Operations Specialist

Trading Manager

Trader

Tax Planning

Financial Planning & Salaried Advisory

Operations & Client Service

Tax Manager, CPA or EA

Tax Planner, CPA or EA

Tax Planning Associate

Operations & Client Service

Operations & Client Service

Operations & Client Service

Chief Operating Officer

Chief of Staff

Director of Operations

VP, Operations

Operations Manager

Operations Associate*

Client Service Associate*

Client Services & Ops Associate* Wealth Management Associate*


*Client Service & Operations Associate-Level Positions solely offered through Strategic Recruitment Partnerships (RISE SRP Agreements).

Compliance & Legal

Operations & Client Service

Business Development

Chief Compliance Officer

General Council, JD

Compliance Manager

Compliance Associate

Business Development

Operations & Client Service

Business Development

Chief Growth Officer

Director of Business Development

VP, Business Development

Business Development Manager

Business Development Associate

View All Open Positions

Find the best recruitment solution for your hiring needs!

Strategic Partnership- Annual Flat Fee (Paid Quarterly)Traditional Fee-Based Recruiting (Fee per placement)Schedule a Discovery Call to learn more

RISE Strategic Recruitment Partners

An Evolution of Recruiting Industry Specific Experts.

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