Wealth Management
The wealth management industry faces many challenges such as evolving client expectations, market volatility, and regulatory changes. Firms need producers and leaders who can navigate these complexities while driving growth and delivering exceptional client service. However, finding top talent is complex and time-consuming. You need a partner who understands your specific needs, can quickly connect you with experienced, licensed, and accredited candidates, and understands the industry’s unique demands. Encore Search Partners pinpoints wealth management industry experts who are adept at elevating your firm’s revenue, client experience, investment returns, and operational efficiencies.
Encore Search Partners has competitive expertise and an aggressive, tailored approach for finding high level producers & leaders in the Wealth Management space. We quickly headhunt for those who align with our clients’ culture and objectives. From skills and knowledge in financial planning, investment management, client service, and business development, our extensive knowledge ensures the right fit for your team.
Client Testimonials
Recent Placements
- 401k Account Executive
- Associate Advisor
- Associate Wealth Advisor
- Certified Financial Planner (CFP)
- Chief Compliance Officer
- Chief Investment Officer
- Chief Operations Officer
- Client Advisor
- Client Development VP
- Director of Business Development
- Director of Client Experience
- Director of Financial Planning
- Director of Investment Management
- Director of Operations (RIA)
- Head of Client Advisory
- Head of Portfolio Management
- Manager, Client Service
- Managing Director, Sr. Wealth Advisor
- Operations Manager
- Partner, VP Wealth Advisor
- Portfolio Manager
- Portfolio Manager, CFA
- Regional Recruiting Director, Northwest
- Regional VP
- Relationship Manager
- Retirement Plan Consultant
- Sales Manager, Insurance & Investments
- Senior Wealth Advisor (CFP)
- Sr. Financial Planner, Dallas
- Sr. Paraplanner
- Sr. VP, Wealth Advisor
- Sr. Wealth Advisor, Wealth Management
- SVP, Business Development
- Tax Manager
- VP, Alternative Investments
- VP, Business Banking Officer
- VP, Complex Director, Wealth Management
- VP, Financial Planning Manager
- VP, Regional Recruiting Director
- VP, Sr. Wealth Advisor
- VP, Wealth Advisor
- Wealth Advisor
- Wealth Manager
- Wealth Planner
- Wealth Strategist
- Associate Wealth Manager
- Chief of Staff
- COO, Wealth Management
- VP, Alternative Investments Wholesaler
- VP, Regional Recruiting Director for Advisors
- Sr. Wealth Advisor / CFP
- VP, Business Development
- Sr. Wealth Advisor
- VP, Wealth Strategy Consultant
- Wealth Strategist Advisor
- VP, Manager – Financial Planning
- Senior VP, Alternative Investments
- Managing Director – Private Wealth
- Tax & Financial Advisor
