OUR DIFFERENCE

"At TalentWealth, our priority is to provide a holistic recruiting service to our clients from sourcing to hire and produce the highest quality candidates by taking a proactive sourcing approach. We consider ourselves an extension of our clients practice and utilize our years of experience working and recruiting for a top Broker/Dealer to give our clients the advantage of working with team of recruiting professionals that know and understand the financial services industry and can "talk the talk" with top talent. While most other firms recruit for multiple industries, our focus is strictly within Financial Services, on both the Retail and Institutional sides of the business." 

Our Process

LET OUR EXPERIENCE HELP YOUR BUSINESS GROW

FULL CYCLE RECRUITING

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SERVICES INCLUDE:

  • Sourcing
  • Interviewing
  • Candidate Selection
  • Candidate Pipeline Management
  • Offer Negotiation
  • Offer Letter Creation
  • Background Checks
  • Job Descriptions
  • Job Postings
  • Compensation Data


RETAIL TALENT

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POSITIONS RECRUITED:

  • Registered Sales Assistant
  • Client Service Associate
  • Paraplanner
  • Investment Specialist
  • Marketing Specialist
  • Junior Financial Advisor
  • Financial Planner
  • Branch Operations
  • Branch Manager
  • Transitioning Advisor
  • Receptionist
  • Cage Operator


INSTITUTIONAL TALENT

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POSITIONS RECRUITED:

  • Asset Management
  • Wholesalers
  • National Account Managers
  • Strategic Account Managers
  • Institutional Sales
  • Public Finance Bankers
  • Investment Bankers
  • Equity Research & Trading
  • Fixed Income Research

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