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A Premier Talent Partner

Active Candidates

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“You can dream, create, design, and build the most wonderful place in the world…but it requires people to make the dream a reality.”
— Walt Disney

 Reminder: If the candidate is placed, we charge 15% of their starting salary.

::Lead Advisor / Wealth Management::


 Candidate #332

  • Years of industry experience: 5

  • Licenses: Series 66, Series 7, Life & Health Insurance

  • Location: Kansas City, MO

  • Preferred Type (In-office, Hybrid, Remote): Any

  • Looking for: Service Advisor (relationship management), Lead Advisor, Sales

  • Compensation expectations: $90K base plus bonuses


Candidate #340

  • Years of industry experience: 6

  • Licenses: Currently preparing for the SIE; plans to pursue Series 6 or 66, Life & Health, and CFP coursework

  • Location: Detroit, MI; open to relocating to Chicago

  • Preferred Type (In-office, Hybrid, Remote): Open to all; prefers in-office or hybrid

  • Looking for: Wealth Advisor, Associate Wealth Manager, Financial Advisor, Client Relationship Manager, RIA Associate, Junior Portfolio Manager, Financial Planning Associate

  • Compensation expectations: $90K–$120K base plus bonuses

    * Prefers RIA Environment and wants to build a book

Candidate #341 

  • Years of industry experience: 4

  • Licenses: Series 7, 63, SIE

  • Location: Bay Area, CA (Other address - New York, NY)

  • Preferred Type (In-office, Hybrid, Remote): Open to in-person, hybrid, or remote

  • Looking for: RIA role as a Lead Advisor with business development / hunter responsibilities

  • Compensation expectations: $150K–$180K base, $200K+ total OTE


::Operations::


Candidate #331

  • Years of industry experience: 25

  • Licenses: Series 7 & 63

  • Location: San Francisco Bay Area

  • Preferred Type (In-office, Hybrid, Remote): Any

  • Looking for: COO, Leadership, Relationship Management at leadership level

  • Compensation expectations: $190K base + bonuses

Candidate #343

  • Years of industry experience: 5

  • Licenses: 6 & 63 and Life & Health Insurance

  • Location: KY

  • Preferred Type (In-office, Hybrid, Remote):Any/ Open to relocation

  • Looking for: Team Lead/ COO

  • Compensation expectations: $100K+

Candidate #333

  • Years of industry experience: 9

  • Licenses/Certifications: CPA candidate (near completion with employer support); MS in Accounting

  • Location: Based in South Florida

  • Preferred Type (In-office, Hybrid, Remote): Prefers hybrid; Open to remote or in-office

  • Looking for: Accounting Manager, Assistant Controller, or Controller roles

  • Compensation expectations: $120K–$135K

Candidate #339

  • Years of industry experience: 6

  • Licenses: BA and MA in Economics; Proficient in Stata, SQL, R, and Python

  • Location: Austin, TX; open to relocation to Houston, Chicago and Northeast Coast

  • Preferred Type (In-office, Hybrid, Remote): Any

  • Looking for: Financial Analyst, Senior Financial Analyst, Banking Analyst, Strategic Planning Analyst, Data Analyst, Risk Analyst

  • Compensation expectations: $125K–$135K

Candidate #342 

  • Years of industry experience: 7 (3 with NM office)

  • Licenses: Life & Health (used to have Series 6 & 63) could be obtained again

  • Location: Brooklyn, NY

  • Preferred Type (In-office, Hybrid, Remote): In-office, remote, hybrid

  • Looking for: Client Service Advisor, Insurance Operations, Investment Operations

  • Compensation expectations: $70-80k

 

::Leadership::


Candidate #330

  • Years of industry experience: 11

  • Licenses: Series 6, 63, 7 and 9

  • Location: California but open to relocation (preferred West side of US)

  • Preferred Type (In-office, Hybrid, Remote): Hybrid/Remote

  • Looking for: Investment or Planning Leadership Roles

  • Compensation expectations: $125-175K+ base salary plus bonuses


Candidate #334

  • Years of industry experience: 14

  • Licenses: FL P&C and Life, Accident & Health

  • Location: Based in Tulsa, Oklahoma; Open to relocating to Kansas City or Dallas

  • Preferred Type (In-office, Hybrid, Remote): Any

  • Looking for: Regional Vice President, Regional Director, Market Director

  • Compensation expectations: $150K base to $225K all-in


Candidate #335

  • Years of industry experience: 30 

  • Licenses: Series 7, 63, 65, and Life and Health

  • Location: Greater Chicago Area (willing to relocate)

  • Preferred Type (In-office, Hybrid, Remote): Any

  • Looking for: Director of Sales, Managing Director of Investments, Regional Vice President, Head of Business Development

  • Compensation expectations: $300K+ base


Candidate #336

  • Years of industry experience: 30

  • Licenses: Series 66 and CFP

  • Location: Currently based in Minneapolis

  • Preferred Type (In-office, Hybrid, Remote): In-office and Hybrid

  • Looking for: Managing Director, EVP, Chief Growth Officer

  • Compensation expectations: $400K base

* Prefers RIA Environment

Candidate #337

  • Years of industry experience: 25

  • Licenses: Series 65, inactive CPA license; previously held Series 7, 24, 27, 53, and 55

  • Location: Carmel, IN; open to relocation to Midwest and Southeast major metro areas

  • Preferred Type (In-office, Hybrid, Remote): Hybrid or in-office

  • Looking for: President, Chief Operating Officer, Chief Administrative Officer, Chief of Staff

  • Compensation expectations: Open for discussion. $300K base, plus bonus and stock

* Prefers RIA Environment

Candidate #338

  • Years of industry experience: 10

  • Licenses: Life & Health

  • Location: Greater Salt Lake Area, Utah (willing to travel)

  • Preferred Type (In-office, Hybrid, Remote): In-office or Hybrid

  • Looking for: Life Brokerage Director, Regional Director of Life Sales, Head of Distribution or Agency Development

  • Compensation expectations: $200K+