Wealth Management Recruiting

At CMC, many of us ‘grew up’ (in a professional sense) helping wealth management practices thrive by connecting them with top talent. And we LOVE continuing that work today. With our specialized focus and experience around the wealth management industry, we understand the unique challenges and requirements of building successful teams in this field.

Whether you're looking to expand your existing firm or replace a key team member who moved on, we've got the expertise and network to identify exceptional professionals who can drive your success. Trust us to deliver the right candidates who possess the skills, experience, and cultural fit necessary to excel in your organization.

But hey, we're not just about the serious stuff! We're also here to make the process smooth and enjoyable. Think of us as your trusted partners who can handle the nitty-gritty while you focus on the big picture. We've got a large and growing candidate pool of people in the industry (many of whom are fully licensed and credentialed) plus, we are the ONLY recruiting practice endorsed by Forbes through the Fobes.jobs platform. This makes our candidate pool deeper and wider than it has ever been!

 

RaaS (Recruiting as a Service)

We are a team of strong, knowledgeable, and empathetic recruiting professionals. You would be hard pressed to find a team that works harder than we do or who has more fun doing it!

Our team can independently own the recruiting process from start to finish OR we can serve as an extension of your internal team. Either way, we work closely with leaders to calibrate the candidate profile. Then, we source, screen, interview and manage the selection process for any role in the organization. 

If you don't already have a system, we help set-up your infrastructure to ensure a sustainable process for future months and years.