My wire-house team ($2M production across 2 advisors) is looking to expand. We want to hire a Wealth Management Associate ("WMA") and Client Service Associate ("CSA"). Pay for the WMA is $80k plus discretionary bonus. Pay for the CSA is $50k with discretionary bonus. WMA would be licensed (3-5 years experience) and CSA would be unlicensed with no experience necessary. Any general advice or advice on how to best find candidates would be appreciated.

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Posting as :
works at
You are currently posting as works at

Can you discuss offline?

If you work at a wire house now, don’t you have a HR department that do the screening of candidates for you, assuming you already got the green light from your branch mgr to hire?

Gotcha. I had success hiring internals in the past. They were mostly young kids that were looking for better opportunities within the firm and reached out to me.

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This is exactly why I went independent. The fact that you all do $2mil and have to use words like HR and Branch Manager makes my stomach turn. No how no way. Been there done that.

I’m with you I’m close to 2mm myself and also the same issue where I need to hire through HR but don’t like there process. Indy is not for everyone , don’t believe I would have brought in well over100mm in assets this year if I was in an Indy. The brand matters...

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where are you located

Philadelphia-area.

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