Beyond The Broker: Navigating Financial Advisory Independence- BOOK RELEASE FEB 2025!
Beyond The Broker: Navigating Financial Advisory Independence- BOOK RELEASE FEB 2025!
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.
Director of Financial Planning
Advisory Manager
Senior Wealth Advisor, CFP®
Wealth Advisor, CFP®
Associate Wealth Advisor, CFP®
Financial Planner, CFP®
Financial Planning Associate
Paraplanner
Chief Investment Officer
Director of Investment Management
Portfolio Manager, CFA®
Portfolio Management Associate
Research & Investment Analyst
Investment Operations Specialist
Trading Manager
Trader
Tax Manager, CPA or EA
Tax Planner, CPA or EA
Tax Planning Associate
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).
Chief Compliance Officer
General Council, JD
Compliance Manager
Compliance Associate
Chief Growth Officer
Director of Business Development
VP, Business Development
Business Development Manager
Business Development Associate
RISE Strategic Recruitment Partners
An Evolution of Recruiting Industry Specific Experts.
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