Our Approach
At AdvisorFirst Recruiting, every search is handled with a warm, high‑touch, relationship‑driven process. We partner closely with advisory firms that are stretched thin, experiencing turnover, or simply ready for a more aligned team. Our work begins with understanding your firm’s values, service model, and long‑term vision — and the operational realities behind the scenes.
From there, we identify candidates who not only meet the technical requirements but also bring the professionalism, emotional intelligence, and client‑first mindset that define exceptional advisory teams. Communication, transparency, and a seamless experience for both clients and candidates are at the heart of how we work.
Advisor Search
We help advisory firms hire experienced and well-credentialed Advisors who strengthen client relationships, elevate service standards, and support long‑term growth. Our search process is discreet, thorough, and tailored to your firm’s culture and goals. We focus on Advisors who bring maturity, integrity, and a commitment to serving clients with excellence.
Associate Advisor Search
We partner with firms seeking Associate Advisors who are ready to grow, contribute, and support client relationships with professionalism and care. These candidates bring technical skill, emotional intelligence, and a desire to advance within a high‑quality advisory team. Our goal is to help you build a strong bench of future leaders who want to build a career with you.
Client Services and Operations Search
Client service and operational support are the backbone of every successful advisory firm. We source Client Services Administrators, operations professionals, and administrative talent who are detail‑oriented, proactive, and dedicated to delivering an outstanding client experience. These hires strengthen your operations, reduce owner workload, and bring calm and consistency to your day‑to‑day service.
My Fee Structure
Great recruiting should feel fair, transparent, and accessible — especially for small advisory firms. I keep my fee structure simple and intentionally affordable so you can hire confidently without sacrificing quality or care. If you’ve ever wondered whether your office is “too small” for an agency, it isn’t. In fact, the right hire often pays for itself many times over.
I invoice 50% of the fee at offer acceptance and the remaining 50% after your new hire reaches their first 90 days. If they don’t make it to 90 days, I provide a replacement before the final payment.
If you’d like to see my Master Services Agreement or walk through how the process works, just call or email. There’s no cost to talk, and you don’t pay a thing until I produce results.
Our Recruiting Services
Not sure which role you need?
We can help you clarify your hiring priorities, define the role, and determine the right level of experience for your firm’s goals.
Need a role filled for a different industry?
You’re always welcome to reach out. If it’s not something I can take on, I’ll happily connect you with someone who can.
Carrie Stiles, Executive Director
678-267-9491