Financial Planning Recruiting
We help financial planning firms find top talent in wealth management and client advising, ensuring strong teams that drive growth.
Advisors and Client Teams for Planning Firms
A planning practice grows on the strength of the people who sit across from clients. AKA Search Group recruits the advisors, planners, coordinators and client service professionals who carry those relationships, using the same multi-phase process we run for every client: comprehensive interviews, behavioral, cognitive and psychometric assessments, interview coordination, and offer negotiation.
We keep our client base small and our candidate pool large, so a search gets a recruiter’s full attention from the first conversation to the accepted offer.
“We hired AKA Search Group to find a Director of Sales for our office in Greenville, SC. Within two weeks, they found us several high-level leaders who we interviewed and ultimately hired one of them. Fast, proficient, and on the ball with the candidates they presented.”
Gain access to a curated network of high-performing candidates who are ready to make an impact in your organization.
Benefit from a tailored and efficient recruitment process that saves you time and resources while ensuring quality placements.
Avoid worrying about candidates ghosting you, managing candidate pipelines, and negotiating with candidates at the final stage.
Increased Retention
Our commitment to excellence and client satisfaction sets us apart in the market and ensures longer employee retention.
Automated Candidate Prospecting Technology
- Centralized communication management for LinkedIn, social media, email, calls, SMS, and database queries
- Tag connections and leave notes for personalized follow-ups
- Unified inbox for all LinkedIn, email, and SMS messages and activities
- Full internet research team to support candidate discovery and outreach
Experts in Salary and Compensation Negotiations
Emphasizing the importance of research to negotiate confidently for better salary outcomes.
Database Of Over 400,000 Candidates
Our database, professional networks, and know-how allow us to rapidly deliver elite talent across the nation.
Direct Industry Experience
For every industry we serve, our team has direct working experience.
Members of Top Groups and Networks
We are members of the top groups, masterminds, and networks around the country.
Financial Planning recruiting questions
Which roles do you recruit for financial planning firms?
Financial advisors and planners, financial planning coordinators, wealth management associates, and the client service and operations roles that support them.
Do you work with independent practices?
Yes. Independent advisory practices and RIAs are a natural fit for a boutique firm: we take on a limited number of searches at a time so each one gets our full focus.
What does an engagement include?
Needs analysis, a Predictive Index position target, sourcing through our database and networks, assessments, interview coordination and offer negotiation, with a 90-day guarantee on every hire.
You Deserve Elite Talent
Tell us about the role and we will take it from there.