Financial Advisor Recruitment

Our Approach to Financial Advisor Executive Search

In order to assist global companies in finding top talent in the financial planning profession, Keller must first evaluate the company profile of each client. We do this to obtain an in-depth understanding and valuable insights into your business goals, company culture, and specific recruitment needs. This ensures that our dedicated team of financial recruiters is able to pinpoint any gaps in your business and your requirements for new hires in your finance team.

We then launch into an exhaustive search through our vast network of career seekers and hand-pick the best talent for our clients. During this process, we also prioritize inclusiveness and diversity to ensure that we offer a wide variety of talented professionals.

Once our search has concluded, we offer our clients a shortlist of candidates who are ideal for the position.

Specialized Recruitment: Financial Advisor Recruiters and the Roles We Fill

As one of the top financial recruiting firms in the world, Keller has extensive experience in staffing various fields, such as:

• Agriculture and Agribusiness
• Banking and Finance
• Education
• Energy and Utilities
• Government and Public Sector
• Healthcare
• Hospitality and Tourism
• Investment Banking
• Insurance
• Manufacturing
• Non-Profit Organizations
• Professional Sports and Entertainment
• Real Estate
• Technology and Software
• Wealth Management

Recruiting financial advisors for your firm? Connect with Keller recruiters for your recruitment needs.

Positions We Fill

Keller’s executive search services are built to place the most qualified candidates in positions where they can create measurable value. Our recruiters have decades of combined first-hand experience working in the wealth management industry and placing talents in the financial services sector. This allows us to understand the challenges and nuances faced by companies and candidates in the sector as well as grasp how performance is measured in every segment of the job market.

What sets our services apart is our commitment to presenting only the best talents in the field. We do not confine our searches to a fixed set of job titles. Instead, we begin our process by clarifying what our client needs to fill their talent gap. We then use the insights to refine the draft job description, benchmark total compensation, and map the talent pool across local and global institutions. This later allows us to surface highly skilled candidates who all undergo a rigorously structured recruiting process that evaluates their technical credentials, production history, compliance records, cultural alignment, and portability of assets.

Furthermore, our search model is built on evidence, not assumptions. This ensures each engagement delivers only the best possible leaders capable of fostering business growth and success.

Keller’s exclusive Insights below have the latest recruitment and labor trends from around the world. 

Why Choose Keller as Your Finance Recruitment Partner?

Keller boasts many years of recruitment experience and prides itself on providing more opportunities for success for businesses as well as their prospective employees.

We have access to a vast database of corporate finance talent to choose from, and each prospective employee has been carefully vetted.

Besides providing the clients we serve with the next-generation talent needed to expand their business, Keller also fosters lasting relationships with our clients by providing continued support throughout the hiring process. We also have many advisors that can offer guidance on retaining talent.

Keller’s Guarantee

We are committed to eliminating discriminatory hiring practices based on gender, age, color, or religion in our executive search process for financial advisors, focusing solely on candidates’ qualifications and professional experience. This policy ensures the neutrality of our placements and encourages inclusion and diversity in leadership roles.

We strive hard to go above and beyond your company’s specific hiring requirements since we believe that each executive placement demonstrates our dedication as a top recruitment firm. That is why we have a 90-day guarantee. Our recruiters vow to replace any candidate for a financial advisor position who underperforms or departs within the first three months at no additional cost.

Our Promise - The Right Hire

The team of expert consultants and recruiters at our firm is committed to conducting each executive search and recruitment process with the utmost professionalism. At Keller, our team members value the confidentiality of our partners. We go to great lengths to ensure that your recruitment needs are met and even exceeded, all while maintaining respect for your privacy and safety.

Take control of your company’s future success and partner with Keller today!

Contact us to speak to one of our expert consultants.