by Patrick M. Kelly | Sep 12, 2012 | Financial Recruiting Industry
Following a slowdown in broker movement over the summer months, September is off to a roaring start with competition heating up between wirehouses and independents. A look at some of the movement: Since Merrill Lynch recently lost two advisor teams to RBC Wealth...
by Patrick M. Kelly | Sep 10, 2012 | Hiring, Job Market
Experts say there are good reasons for Financial Advisors to do a video interview; they are Easy Cheaper than flying someone in May give the recruiter a better sense of the potential employee than a phone call Allison Linn reports below for lifeinc.today.com “It’s no...
by Patrick M. Kelly | Sep 7, 2012 | Financial Recruiters, Hiring
Citi Private Wealth Management (Citibank) is a global bank with approximately 200 million customer accounts and conducts business in more than 160 countries and jurisdictions. They provide consumers, corporations, governments and institutions with a broad range of...
by Patrick M. Kelly | Sep 4, 2012 | Financial Recruiters, Hiring, Job Market
St Louis based Wells Fargo Advisors is looking for up and coming “rising stars” for their WBS (bank brokerage) and PGC (Private Client Services-wire house) channels. By their definition, a “rising star” is a financial advisor with less than 6 years of industry service...
by Bill Willis | Sep 1, 2012 | News and Media
Among the thousands of financial advisers we have met over the years, very few have spent their entire careers at one firm. Advisors are a mobile group. According to the Boston-based research and consulting firm, Cerulli Associates, 12% to 13% change firms in a...
