Wealth Management
The wealth management industry continues to evolve as client expectations rise and regulatory standards grow more complex. Firms need advisors, producers and leaders who can manage these demands while supporting growth and delivering a high level of client service. Finding experienced and licensed talent is often difficult and time-consuming, especially when the best professionals are not applying online.
Encore Search Partners understands how wealth management firms operate and what they look for in a new hire. We strategically headhunt high-performing professionals who may be open to a conversation even if they are not active in the job market. Our focus is on connecting firms with people who bring strengths in financial planning, investment management, client service and business development. We ensure each candidate fits the culture and long term goals of the organization.
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
