• Specializing in recruiting experienced financial advisors who are looking to grow their business.

Your Financial Services Recruiter

A-Z Recruiting & Training is a very experienced “new” firm. The principal of the firm has over 30 years of experience in the financial services industry. Our staff has managed offices for Smith Barney, owned advisory firms and have worked on the independent side as well as the wire houses. These experiences help us help advisors find the correct fit for them. Our experience as a brokers, advisors, office managers, sales trainers of advisors & managers and entrepreneurship help us understand how different firms & advisors fit. Great fits create happy and prosperous advisors.

A-Z Recruiting is a recruiting firm for Financial Advisors who are looking to achieve greater business goals whether it be gaining better control of business, maximizing the value of business, optimizing growth or enhancing client experience. When it comes to recruitment, it’s not always about a financial group finding the right candidate to fill an advisory role in their company, but more often about an advisor finding the right financial company to work with.

Let us help you find that “perfect” fit.