Job Description

Say goodbye to traditional recruiting. RISE Strategic Recruitment Partners (RISE SRP) offers a strategic, relationship-based approach to recruiting within Wealth Management.

RISE SRP's Candidate Advocacy Program is ideal for experienced industry-specific experts, highly motivated to make a career move with the confidentiality and guidance from a team of Wealth Management Recruitment Experts. We work closely with relationship-centric, wealth management professionals with the following career tracks, designations, and licenses:

• Financial Planning & Advisory, CFP® professionals
• Investment & Portfolio Management, CFA charterholders
• Client Service, Series 65 license holders
• Business Operations & Compliance professionals

As a 'fiduciary to fiduciaries', it’s our mission to solely make introductions with independent, boutique RIAs that are well-aligned with each candidate’s financial planning approach, investment philosophy, industry expertise, niche clientele, ideal career path, desired comp structure, benefits, and company culture. The Candidate Advocacy Program is complimentary for candidates and offered in limited basis in accordance with geographical business demands.

Confidentiality is a top priority. We do not share personal information, blind resumes, or employment history until firms have been fully vetted, returned an executed confidentiality agreement, and written consent from the candidate upon completion of their independent due diligence.

If you are an experienced Wealth Management Professional interested in engaging our team of experts to advocate on your behalf, we’d love to hear from you!

Minimum Requirements:

• 3+ years of experience within Financial Services or Investment Management
• Experience with industry-specific software, technology, CRMs, and custodians
• Excellent verbal and written communication skills
• The passion for serving others and always acting in the best interest of the client
• A desire for working closely with others in a collaborative, team-based environment
• Strong organization skills, ability to prioritize tasks, in accordance with business demands, and high attention to detail
• Clean U4 - No Disclosures

Compensation & Benefits:

The Client Advocacy Program solely offers permanent, direct hire placement of Salaried Roles, subject to candidate experience and market demands with bonus opportunities and benefit packages. Salaries are reviewed regularly to ensure they are competitive within the industry and geographic area.