Our Services

Our team of expert financial advisor recruiters and consultants each bring nearly two decades of experience working with some of the largest and most innovative financial services organizations in the world. Combining our knowledge of the financial services industry along with the ever-changing conditions of the marketplace ensures we’re always able to match the right candidate, with the right opportunity, at the right time. We have a proven history of delivering top-caliber talent to the premier financial services opportunities in the market.

Financial Advisors

You’ve worked hard to get where you are today, but to close the gap between where you are and where you want to be, you need a guide. WealthRight can deliver one. We work with the leading financial services organizations and understand what it takes to succeed in today’s economy. Most importantly, we take an inspired approach to ensure we align you with the perfect next career step and help ignite a more purpose-driven professional journey. When you work with us, not only will you get in front of the firms most important to you, but you receive these benefits and gain access to our family of partners:

  • Purpose Workbook and Review Consultation
  • Current In-Depth Situation Analysis
  • Future/Ideal Situation Workshop and Refinement Consultation
  • Contract Review (by an industry attorney)
  • Complementary Press Release Distribution (announcing your new role)
  • Practice Valuation Estimation (for business owners)

Financial Firms

As a leader in financial advisor search and consulting, we have built an extensive network of highly qualified talent. We know, however, that effective recruiting requires more than simply matching client to candidate and requirements to resume. It’s about developing an intimate understanding of the core values that drive your organization and aligning the right combination of skills and personality — to the right role. At WealthRight, we combine industry insight, intuition and experience to form a truly unique approach — resulting in the ability to deliver top-performing candidates who will have a profound impact on your business.

  • Industry and Salary Guide Consulting
  • Candidate Assessment Services
  • Sourcing and Qualifying
  • Candidate Interviews
  • Selection and Presentation
  • Candidate Onboarding

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