Acumen Talent Solutions — Recruiting & Executive Search
Specialized talent acquisition for wealth management firms, from advisor recruiting to C-suite executive placements.
Talent Services
Advisor Recruiting
Identify and recruit experienced financial advisors who align with your firm's culture and growth strategy.
Executive Search
C-suite and senior leadership placements for RIAs, broker-dealers, and wealth management firms.
Practice Transitions
Support for advisor practice acquisitions, succession planning, and team integrations.
Talent Strategy
Build organizational structures, compensation models, and retention programs for sustainable growth.
Our Process
Discovery & Scoping
Understand your firm's culture, growth plans, and ideal candidate profile.
Search & Outreach
Leverage our network and proprietary database to identify qualified candidates.
Screening & Presentation
Conduct thorough interviews and due diligence before presenting shortlisted candidates.
Placement & Onboarding
Support offer negotiation, transition planning, and successful integration.
Why Choose ATS
- Deep industry expertise in wealth management recruiting
- Extensive network of qualified advisors and executives
- Proven track record of successful placements
- Understanding of regulatory and compliance requirements
- Customized search strategies for each engagement
- Ongoing support through transition and onboarding
Specialized Focus Areas
Ready to Build Your Team?
Contact us to discuss your talent needs and learn how we can help you find the right people for your organization.
Schedule a Call