Are You in the Best Place at This Point in Your Career?
Financial Advisors are always looking for ways to enhance their client’s wealth, but often neglect the opportunity to stay informed about what’s going on with other firms. ESP Financial Search offers a long-term consultative approach to aligning with Advisors, to keep them abreast of the rapidly changing and complex world of changing firms to offer a better solution to their clients, increase their personal income, or enhance their quality of life.
ESP Financial Search is a national recruiting & consulting firm that focuses on matching experienced Advisors with the best fit for their clients and personal career goals. We believe in forging lasting relationships for life, and whether an advisor is motivated to make a move today, or in several years, we offer an honest and objective view to evaluating career options.
If you’re ready to make a change, or simply curious about what your options are, please contact a Financial Search Consultant today. Our guidance & expertise is extremely confidential and at no cost to the Advisor.
Discovery
We meet with each Advisor to do an in depth analysis of their client base, product offering, book of business, and personal goals to present a multitude of options when considering changing firms.
Options
We work with 90% of the major independent, RIA, and full-service firms, so whether an Advisor wants to start & build, or find a better fit, we can negotiate the best deal for the Advisor.
Expertise
Our principals have over 10 years of experience in recruiting Financial Advisors, Insurance & Financial Services professionals, coupled with several years of experience in Executive Search.
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