You already know that before making any career change, it’s important to do your homework. That’s why you ended up on our site. You need to ask all the right questions, and make sure you’re getting the right answers.
Our client firms include brokerage firms, custodians, registered investment advisors, and banks. We specialize in the recruitment and placement of registered representatives and financial advisors.
Our primary mission is to place you with the firm that will best complement your career goals and objectives. We will discreetly and professionally represent you and your needs.Learn More
Generally independent breakaway firms offer financial advisors a very high payout, usually 70% to 90% depending on production level and the amount of services you pay for.
Current statistics support that if you’ve developed solid relationships with your clients at a national wirehouse, you can expect a loyal client following when you make the change to an independent broker.Learn More
Meet Our Experienced Financial Advisor Recruiters
Our highly experienced and unique financial services recruiters are veterans of their industry and most have actually worked in the financial services arena as producers or managers.
Over the years, they have developed vast networks, resources and relationships which enable them to present career candidates with opportunities which meet their goals and career objectives.
We invite you to view the background and qualifications of the executive recruiters of our financial services recruiting firm.
Who We Are
We Understand Your Needs
We understand each client situation is unique and requires a tailored approach.
We are dedicated to investing time, energy, and hard work to create trust and credibility with our client firms.
Our established clientele continue to partner with us because we are
knowledgeable of their unique needs
and most importantly, confidential.
News and Media
President and CEO, Bill Willis is the author of numerous articles published in premier trade publications including OnWallStreet, and has been interviewed extensively regarding current trends within the industry.
Recruiter’s Tour of Raymond James
Before coming aboard, every prospective hire at Raymond James must make a home-office visit. It allows the advisor to evaluate the firm, while giving senior officials a chance to get acquainted with the advisor.
New York Office
244 5th Avenue, Suite 1855
New York NY 10001
212-726-2041 PST Email