Advisor placement
Connects financial advisors with career opportunities.
Placement Partners
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About Placement Partners
The firm connects financial advisors with unlisted roles at financial services companies. Placement Partners is an executive placement firm serving advisors who are considering a career move or exploring their options. Its services include evaluating advisors' skills and goals, identifying opportunities aligned with their vision and clients' needs, and guiding them through career transitions. The firm also represents advisors in negotiations, drawing on experience placing billions in assets and representing hundreds of millions of dollars in gross production. Hiring firms are another audience for its placement work. Honor, integrity, and discretion are stated as core principles. The business is based in Houston, Texas.
Disclosure: Profile information has been compiled from publicly available sources and has not yet been verified by the business.
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Services & specialities
Highlights
Transition guidance
Evaluates skills and goals to guide career moves.
Negotiation support
Represents advisors in negotiations during transitions.
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