The Smartest Thing for Your Career
For advisors and teams with $50M in AUM or $500K in revenue. FA Match’s team of experienced, well-networked recruiters will represent you out on the field. Let’s find the right firm and negotiate the best deal so that everybody wins – most importantly, your clients.
What is Advisor Agent ?
Every great talent needs an agent. Advisors who enlist FA Match’s Advisor Agent™ service are paired with a recruiter to help them at every step of their move – from searching for the right firm to negotiating the best deal and transitioning clients.
In addition to leveraging the Advisor MatchTM platform, our experienced recruiters have deep relationships at firms nationwide, including banks, broker-dealers, RIA’s and OSJ’s.
"Ryan Shanks is an exceptional recruiter who in my opinion is at the top of his field. He was by my side as we walked through the long process of making a major career shift. He provided full end-to-end support in the search process, including initial screening, interview prep, offer negotiation, and post-acceptance follow-up and support."
Breakaway Advisor | California
How it Works
Get paired with the FA Match recruiter best positioned to meet your specific needs
Work side-by-side to assess your goals and create a strategic plan
We’ll leverage our Advisor Match™ technology to conduct a thorough search
Your Advisor Agent will evaluate potential firms, and once connected, will facilitate all discussions with the firm
We’ll work together to negotiate the perfect deal for you and your clients