Functions
Financial Advisor Executive Search and Recruitment
Helping Businesses and Clients Around the Globe Succeed by Providing Financial Advisors with the Ability to Boost Sustainable Growth
Specialist Executive Recruiters for the Financial Services Industry
Financial advisor executive search is a field that requires headhunters with immense experience and industry knowledge. At Keller Executive Search, our financial advisor recruiters boast the expertise and agility needed to help businesses, large multinational corporations, startups, and organizations undergoing transitions to find and hire the best candidates for their vacancies.
Throughout the last decade, the banking and finance industry has experienced enormous growth and change. Today, it is an ever-evolving sector, and the need to identify and hire top talent is higher than ever.
However, in such a competitive market, it can be challenging to find and retain talent with the skills and experience to help your organization achieve success.
Keller Executive Search is a recognized member of NPAworldwide and a leading international financial advisor executive search firm. Our tailored approach to recruitment and our attention to detail have helped our firm gain a reputation for high-quality, reliable services.
With decades of experience in financial recruitment, our firm is uniquely positioned to assist companies with vacant financial advisor jobs in finding the best candidates in the accounting and finance industry.
Financial Advisory Executive Talent Market
Financial advisory and wealth management firms are fighting hard for the best workers. The average advisor manages $305 million in assets under management (AUM). Advisory firms are seeing a huge need for experienced leaders because of succession planning.
Managing Director, Head of Wealth Management, Chief Investment Officer, VP Financial Planning, Regional Director, Chief Executive Officer (CEO), Chief People Officer, and Chief Compliance Officer are all important leadership roles. Senior advisory leadership usually gets paid between $170,000 and $350,000 or more.
Keller Executive Search’s Financial Advisory practice finds leaders who have both deep knowledge and strategic business sense, and who are poised to impact your organization positively.
Successful Placements in Financial Advisory
Managing Director
Wealth Management Firm
Head of Tax Advisory
Multinational Accounting Practice
Chief Investment Officer
Family Office
Director of Estate Planning
Trust and Fiduciary Services Firm
VP of Risk Advisory
Corporate Finance Consultancy
Senior Partner
Mergers and Acquisitions Advisory Firm
Head of Retirement Planning
Pension Advisory Group
Chief Compliance Officer
Registered Investment Advisory Firm
Director of Forensic Accounting
Financial Litigation Consultancy
Financial Advisor Executive Search: Our Approach
In order to assist global companies in finding top talent in the financial planning profession, our first step is to 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 recruiting/ staffing needs, as well as what you expect from potential new hires. During this meeting, we discuss the duties of the position and other key points of interest.
This conversation ensures that our dedicated team of financial advisor recruiters is able to pinpoint any gaps in your business and determine your exact requirements for new members of your finance team.
The next part of our process is launching into an exhaustive search through our vast network of career seekers and hand-picking the best talent for our clients. During this process, we also prioritize inclusive leadership 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 job seekers who are ideal for the position. While our team can offer helpful advice, guidance, and resources, the responsibility of conducting final interviews and making a hiring decision lies solely with our client. The same goes for any onboarding experiences.
Some Areas We Specialize in As Financial Advisor Recruiters
As one of the top financial recruiting firms in the world, we have extensive experience in finding top finance professionals for various fields, such as:
- Agriculture and Agribusiness
- Asset Management
- Banking and Finance
- Financial Support
- Education
- Energy and Utilities
- Government Regulation and Public Sector
- Healthcare
- Hospitality and Tourism
- Investment Banking
- Investment Management
- Insurance
- Manufacturing
- Marketing and Sales
- Non-Profit Organizations
- Professional Sports and Entertainment
- Private Equity
- Real Estate
- Technology and Software
- Wealth Management
Are you looking for financial advisors for your firm? Connect with our expert finance executive recruiters today to ask questions and discuss your vacancies.
Examples of Positions We Fill
Financial advisory executive search is our specialty.
Our firm’s executive search services are built to place the most qualified candidates in positions where they can create measurable value. Our finance recruiters have decades of combined first-hand recruiting experience working in the wealth management industry and placing talent in the financial services sector. This deep dive helps us to understand the challenges and nuances faced by companies and candidates in the field, 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 talent 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 these insights to refine the draft job description, benchmark total compensation, and map the talent pool across local and global institutions.
This consultation later allows us to surface highly skilled candidates who undergo a rigorous vetting process that evaluates their technical credentials, background, professional history, compliance records, cultural alignment, skills, and assets.
This ensures our consulting firm delivers only the best possible leaders capable of fostering business growth and long-term success.
Our team of expert financial advisor recruiters is capable of placing top candidates in a wide variety of positions and client-facing roles, including executive vice president (EVP), senior vice president (SVP), certified financial planners (CFPs), investors, registered investment advisors (RIA), financial coaches, registered representatives (RRs), chief financial officers, corporate secretary, chief ethics officer, wealth advisors, managing partner, general counsel, analysts, and junior advisors. While we specialize in C-suite and leadership positions, our team is also capable of placing mid- and entry-level talent.
Discover our exclusive Insights and Thought Leadership articles below to learn more about the latest recruitment trends and how to improve your business.
Why Choose Keller Executive Search As Your Go-To Financial Advisor Headhunters?
Our finance executive recruitment team boasts many years of recruitment experience and prides itself on helping businesses reach success. We have access to a large database of corporate finance talent to choose from, and each prospective employee is carefully vetted before being presented to our clientele.
Besides providing the companies we serve with the next-generation of talent needed for acceleration in their business, we also build long-lasting relationships with our clients by providing continued support throughout the executive search and hiring process.
As a leading financial advisor recruitment firm, Keller Executive Search does not tolerate hiring practices based on gender, age, race, or religion. Instead, our executive search process focuses only on a candidates’ qualifications, professional experience, suitability for the role, and compatibility with the client company’s vision and mission. This ensures neutral placements based on merit and encourages inclusion and diversity in the workplace. It also matches our clients with finance candidates who are able to bring a fresh perspective, innovation, and new ideas to the business.
We strive to go beyond your company’s specific hiring requirements, and each executive placement demonstrates our dedication as a top recruiting firm. That is why we have a 365-day replacement program. Our recruiters will replace any candidate for a financial advisor position who underperforms or departs prematurely at no additional cost.
Our Promise - The Right Hire
The team of expert financial advisor headhunters and consultants at our firm is committed to conducting each executive search and recruitment process with the utmost professionalism. Our team members value the confidentiality of our partners. We work hard to ensure that your expectations are met and even exceeded, while safeguarding your privacy and security. This includes making use of responsible, ethical executive search practices, and complying with the industry standards for data protection.
When clients engage our services, they gain access to a large network of talented professionals in the finance sector and other areas. This broadens the pool of candidates and allows us to look beyond applications and job postings to find the right talent. At Keller Executive Search, we utilize our extensive industry expertise to identify both passive and active candidates.
Our customized approach ensures that each new hire will excel in their role and support the business’s strategic goals.
Take control of your company’s future success and partner with Keller Executive Search today!
Contact us to speak to one of our expert consultants.
Client Testimonials
Keller Executive Search was key to finding our new financial advisor. We were handed a list of potential employees who were top-tier, so it was almost difficult to choose one. Our new advisors have already made such a difference to our team.
- Elaenor C., HR Manager
The hiring process at the firm is very thorough and helped us to find a dedicated and experienced financial advisor. This is exactly what we needed, how they screened each candidate for culture fit and their qualifications. Cannot be happier with the service received.
- Marvin J., Chief Financial Officer
We had a fantastic experience working with Keller Executive Search. From the first conversations, their team was prompt and we were very impressed with their professionalism. This firm was a great help in us finding the right person for our leadership team.
- Caleb R., VP of HR
Inquiry Sent
Your Premier HR Partner
Tailored Excellence
Our dedicated senior consultants provide attention to detail at every stage of the search process, ensuring tailored results that exceed expectations
Nationwide / Global Talent Acquisition
Leveraging our extensive network, we identify and attract world-class leadership candidates from diverse backgrounds and locations
HR Advisory Services
We offer expert advice to optimize HR processes, boost efficiency, reduce workload, and increase employee retention and engagement.
Fast Turnaround time
Our consultants expedite searches, cutting time-to-hire while securing the best talent available.
Comprehensive Solutions
Beyond recruitment, we provide value-added services from organizational health to leadership development programs
Our Search Practices
We follow the highest industry standards when searching for talent for its clients.
Replacement Program
We contractually commit to replacing any hire that doesn't meet expectations.
Industry-Leading Assessments
We provide thorough evaluations, including personality insights, for shortlisted candidates.
Off-Limits Protection
We protect our clients' interests by marking their entire company workforce off-limits for our candidate sourcing. We prioritize your business excellence.
Dedicated Points of Contact
Every client has two points of contact. An account manager and a senior consultant This ensures fast & continued response
Unbiased Third-Party References
We conduct extensive background checks, covering credit, education, criminal, and employment history. We also perform security checks when needed.
