Active Candidates

 Reminder: If the candidate is placed, we charge 10% of their starting salary.

Candidate 256

• Years of industry experience: 6

• Licenses: CFP and Series 65

• Location: San Francisco Bay Area (would like to be hybrid in the Bay Area, not remote)

• Looking for: Lead Advisor, Client Success, or Relationship Manager. Would like to grow a book and work on an existing one at the same time.

• Compensation expectations: $120k base plus bonuses. Overall comp is flexible but eventually would like a path to partnership.

Candidate 255

• Years of industry experience: 8

• Licenses: Life & Health

• Location: Remote or Baton Rouge, LA

• Looking for: Lead Advisor, Client Success, Relationship Manager

• Compensation expectations: $80-120k base plus bonuses

Candidate 254

• Years of experience: 10 years

• Licenses: Life & Health, CFP, ChFC, RICP, and Series 7, 6, and 63

• Location: Wisconsin (open to remote)

• Looking for: Lead Advisor, 2nd Chair, or Relationship Manager

• Compensation: $140K+ total comp

Candidate 252

• Years of experience: 5 years in finance

• Licenses: CFP, 7 & 66 & insurance license

• Location: Santa Rosa, CA - would prefer hybrid

• Looking for: Financial Advisor

• Compensation: $175K 

Candidate 251

• Years of experience: 9 years

• Licenses: Series 7, 63, 66

• Location: Phoenixville, PA (remote preferred)

• Looking for: Client Service Associate 

• Compensation: $110K (there is a little flexibility here if the role is fully remote)

Candidate 250

• Years of experience: 10 years

• Licenses: None

• Location: Somerset, NJ (remote preferred)

• Looking for: Client Service Associate

• Compensation: $87-90K plus bonus and benefits

Candidate 249

• Years of experience: 14 years

• Licenses: Has had Series 7, 63, 79, 86, 8 - they are expired due to a move to a new role that didn't need them. Willing to retake. 

• Location: Denver, CO

• Looking for: COO, Director of Operations, Practice Manager

• Compensation: $180-200K total comp

Candidate 247

• Years of experience: 6 years

• Licenses: Life & Health and Series 6, 64, 7, 9 and 10 

• Location: Pittsburgh, PA (remote or hybrid preferred)

• Looking for: Operations

• Compensation: $80K+

Candidate 246

• Years of experience: 20 years

• Licenses: Series 7 and 66

• Location: Chicago, IL (remote or hybrid preferred)

• Looking for: Operations, Client Services

• Compensation: $85K plus benefits

Candidate 245

• Years of experience: 3 in finance, 30 in administrative support

• Licenses: Life & Health, Studying for SIE and Series 66

• Location: Birmingham, AL

• Looking for: Operations or Client Service

• Compensation: $90K

Candidate 244

• Years of experience: 9 years

• Licenses: Series 65

• Location: Nashville, TN

• Looking for: Operations role

• Compensation: $80K plus bonus opportunities

Candidate 241 

• Years of industry experience: 11

• Licenses: Series 6, 63, and 65 with NJ Life and Health & Property and Casualty Producer Licenses

• Location: New Jersey or Remote

• Looking for: A sales role

• Compensation expectations: $150-170K base plus bonus opportunity

Candidate 240 

• Years of industry experience: 3

• Licenses: Was licensed with Series 6, 63, SIE, and Life & Health. Willing to get relicensed

• Location: Remote or Jacksonville, FL

• Looking for: Operations based positions

• Compensation expectations: $80k-90k base

Candidate 239

• Years of industry experience: 8

• Licenses: Life & Health

• Location: Remote or Baton Rouge, LA

• Looking for: Lead Advisor, Client Success, Relationship Manager

• Compensation expectations: $80-120k base plus bonuses

Candidate 238

• Years of industry experience: 3

• Licenses: N/A

• Location: Rockwall, TX (Seeking remote role)

• Looking for: Operations Manager

• Compensation expectations: $60-70K

Candidate 237

• Years of industry experience: 3

• Licenses: Candidate for Level 2 of the CFA exam and would like to continue pursuing the CFP certification

• Location: Irvine, CA

• Looking for: Wealth Management Advisor

• Compensation expectations: $100k base salary plus bonus opportunity

Candidate 236

• Years of industry experience: 5

• Licenses: 65, 6, 63, Life & Health

• Location: Grover Beach, CA

• Looking for: Wealth Management Advisor

• Compensation expectations: $85k base plus bonus opportunity

Candidate 233

• Years of industry experience: 10+ years. Military Exp as well.

• Licenses: Series 7, 24, 65, 63, 6, 26 and State Life & Health

• Location: New Jersey

• Looking for: Player Coach type role. Leadership, Development, Relationship Manager, Mentor

• Compensation expectations: $150k base (total comp $175-200k)

Candidate 232

• Years of industry experience: 2.5 years

• Licenses: N/A

• Location: Texas

• Looking for: Client Success, Paraplanner, Associate

• Compensation expectations: $65k + bonus

Candidate 230

• Years of industry experience: 5 years

• Licenses: Studying for 65 currently

• Location: Colorado

• Looking for: Client Service role

• Compensation expectations: $70-75k + bonus

Candidate 223 

• Years of industry experience: 18

• Licenses: Series 7, 63, 65 & NY Life & Health

• Location: New York, NY (or remote)

• Looking for: Registered Client Associate (HIgh net-worth teams)

• Compensation expectations: $120k

Candidate 222 

• Years of industry experience:  10 years (NM)

• Licenses: Fully licensed with CFP, ChFC and RICP

• Location:  Madison, WI

• Looking for: Relationship Manager or Lead Advisor (without business development)

• Compensation expectations: Currently at $140K with base of $110K plus bonus. Would need to meet or exceed that.

Candidate 221 

• Years of industry experience:  2

• Licenses: 65 and Life & Health

• Location: Cary, NC 

• Looking for: Lead Advisor, Financial Associate

• Compensation expectations: $70-80K

Candidate 220 

• Years of industry experience:  7

• Licenses: Would love to obtain the 7 and CFP and would be willing to take quickly

• Location:  Atlanta, GA

• Looking for: Investment Management, Paraplanner, Investment Operations

• Compensation expectations: $95-100k base salary

Candidate 218 

• Years of industry experience:  4

• Licenses: SIE, Series 66, Series 7, and NC life insurance licenses and studying for CFP

• Location:  Philadelphia, PA (prefers hybrid model)

• Looking for: ParaPlanner or Lead Advisor role

• Compensation expectations: $75-80 with op on top $120k total

Candidate 217

• Years of industry experience: 18

• Licenses: CFP, Series 6, 63 and Life & Health

• Location: New York

• Looking for: Financial Advisor, Lead Advisor (RIA opportunities only. Fee-only firms.)

• Compensation expectations: $125k+ base (they would be bringing $5million AUM at least)

Candidate 207

• Years of industry experience: 8 

• Licenses: CFA Level 1 + had licenses but they have lapsed- can retake

• Location: Chicago or Remote

• Looking for: Portfolio Management, Planner, or Service Advisor

• Compensation expectations: $135-185k Total Compensation

Candidate 206

• Years of industry experience: 10

• Licenses: N/A

• Location: Remote

• Looking for: Early Advisor Development, Recruiting, or Leadership

• Compensation expectations: $200-250k Total Compensation

Candidate 205

• Years of industry experience: 5

• Licenses: Paraplanner Designation

• Location: North Carolina, Remote, or Open to Relocation

• Looking for: Paraplanner, or Client Success

• Compensation expectations: $80k Base Salary
  

Candidate 202

• Years of experience: 6 with NM 

• Licenses: Series 6 and 63

• Location: Kansas City area or Remote

• Looking for:Relationship Manager, Lead Advisor (selling in the zoo), or Client Service roles

• Compensation expectations: $100,000 base with some upside

Candidate 201

• Years of experience: 8 with NM

• Licenses: Life & Health, Series 6, SIE

• Location: Colorado or Remote

• Looking for: Operations or Client Service role

• Compensation expectations: $90,000 base with upside. Total compensation $100,000+

Candidate 194

• Years of industry experience: 11+

• Licenses: Series 7, Series 66, Life and Health

• Location: Southern California or Remote

• Looking for: Dir. of Ops/Practice Management

• Compensation: $200k Total Compensation

Candidate 180

• Years of experience: 15 

• Licenses: CFP & Series 65

• Location: Florida (Panhandle)

• Looking for: Lead Advisor

• Compensation expectations: $90,000 base with upside

• Additional insights: This person has had a fee-only practice for 10 years. Due to some recent personal changes (which are now resolved) they decided they would like to roll into another firm. They love selling and can bring in new business but don't want to be 100% "eat what you kill." They will likely bring over a few clients as well.