Dynamic Recruiting Service

Connecting You With The Talent To Unlock Your Practice’s Potential

Whether you’re looking to grow your practice or trying to replace an employee who has left, we help you quickly fill gaps in your team by finding you the best, most qualified candidates. Our skilled recruiters are actively engaged in the financial advisory industry, allowing them to stay current with the changing needs of advisors and their teams while building a robust network of industry professionals to draw upon for finding high-quality candidates.

We take the guesswork out of recruiting by providing you with:

What We Do

  • A streamlined process for sourcing, screening, and vetting qualified candidates quickly.

  • Guidance on setting competitive salary and benefits

  • Professionally crafted job descriptions and listings in the most popular outlets.

  • Summary of recruiting activity, applications and interviews, and candidate status delivered via email each week.

  • Proven strategies and tactics for soliciting top-level applicants from across the industry.

  • Elite professional recruiters with a robust network of industry professionals to draw upon. They handle the initial posting and screening so you only interview the most qualified, best fit candidates for the role and your practice.

  • Coaching on how to conduct final interviews and support with crafting offer letters.

No matter the size or structure of your financial practice, we can help you define and hire for roles to meet your specific needs. Including:
  • Experienced Financial Advisor

  • Associate Financial Advisor

  • Paraplanners and Case Managers

  • Operations Roles

  • C-Suite Leadership Roles (i.e., Chief Operating Officers)

  • Middle Management Roles (i.e., Operations Directors/Operations Managers)

  • Client Service and Support Roles

  • Administrative Roles

Fill Any Role And Customize To Meet The Needs Of Your Unique Practice

Our Process

Step 1


Define the Role

We conduct a needs assessment to address the top employee attributes in the industry while determining the required skills and qualities for the role. Then we create a job description and posting to attract qualified candidates.

Step 2


Screen and Review

We review all interested applicants and take intentional time to develop a sourcing strategy to attract additional candidates with the right skills and experience.

Step 3


Select Best Fit

We provide a small pool of candidates that have been thoroughly vetted and scrutinized for the right skills, cultural fit, and professional background.

“AL has been instrumental in our recruiting and hiring strategy. As busy advisors/ leaders of a large team we don’t have the time to source candidates or give the attention needed to sifting through resumes and hold initial screening calls. AL does all of this for us and selects the best candidates for us to interview based on the needs of our firm. They take the time to understand what specifically we are looking for in order to find the best fit. We are very pleased with the work they do for us and will continue to engage with their team for our hiring needs going forward.”

-Adam Strickman

Ready To Begin?

Schedule a call to learn more about our service and how we can help you find top talent for your team.

Recruiting Resources and Insights

A two-page overview of our recruiting service with a detailed outline of our recruiting process.

Craft accurate and purposeful job descriptions that will attract the right candidates with this handy one-page tip sheet.

Design a model week that maximizes productivity by following the guidelines in this tip sheet.