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New York City wealth management recruiters

Recruit Finance helps New York City, New York employers hire wealth advisors, financial planners and investment specialists. Build a team that can earn client trust and deliver sound advice. Find advisors, planners and investment professionals with experience suited to your clients and service model.

New York City employers work across securities and investments and banking and lending. We build your search around financial planning, portfolio advice, relationship management or investment operations, with experience suited to your business.

Whether you need a permanent hire, contract support or an executive search, our wealth management recruiters can help. Tell us about your team and the role you need to fill.

Related financial functions can call for different experience. We also recruit Financial Services recruiters and Risk and Compliance recruiters in New York City.

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Recruit Finance finds talent across a range of accounting and finance areas in New York City

Accounting

Actuarial

CFO and Finance Leadership

Commercial Banking

Finance

Financial Services

Insurance

Investment Banking

Private Equity

Risk and Compliance

Tax

Wealth Management

Your catalyst for accounting and finance excellence

Recruit Finance is a leading talent acquisition firm specializing in accounting, finance, financial services, and insurance recruitment. Founded in 2015 by former Big Four accountants Sarah Kowalski and Michael Rodriguez, we combine deep industry expertise with advanced analytics to connect top financial talent with premier organizations nationwide. Our specialized teams serve over 500 clients, from Fortune 500 financial institutions to emerging FinTech startups, maintaining an industry-leading 94% placement success rate and 89% first-year retention rate. With dedicated divisions in public accounting, corporate finance, investment banking, wealth management, and insurance services, we deliver precisely matched candidates through our rigorous vetting process and proprietary talent matching technology, ensuring lasting partnerships that drive success for both employers and candidates.

Ready to work with Recruit Finance?

Industries shaping wealth management hiring in New York City

Each industry calls for a different mix of experience. Explore the employer landscape in New York City below, then tell us where your next hire needs to contribute.

Securities and investments

Investment and wealth businesses need people who combine financial judgment with an understanding of clients and products. Build your team around your strategy, service model and regulatory responsibilities.

Employer sources

data.bls.gov

Banking and lending

Lending and relationship teams need people who understand the customer, the credit decision and the product. We help you hire banking professionals with experience suited to your portfolio and market.

Local and regional employers

  • Abacus Federal Savings Bank
  • Alpine Capital Bank
  • Amalgamated Bank
  • Apple Bank
Employer sources

banks.data.fdic.gov

New York City wealth management salary ranges

Use these local figures as a starting point for your offer. Responsibilities, experience and the full compensation package will shape what it takes to hire.

New York City wealth management salary ranges · Annual wages · USD
RoleLower end of typical payMedianUpper end of typical payMeasure and source
Personal Financial Advisors $112,000$170,050$302,290 BLS annual wages, May 2025
Securities, Commodities, and Financial Services Sales Agents $100,830$167,890$227,700 BLS annual wages, May 2025
About these salary figures

BLS figures cover New York-Newark-Jersey City, NY-NJ and show 25th percentile, median and 75th percentile annual wages for May 2025. Related specialties can share a broad occupation category. Wages include commissions and production bonuses; overtime, nonproduction bonuses and employer benefits are excluded.

Personal financial advisors and related securities occupations provide context. Commissions and book-of-business economics can change an individual offer.

Compare salaries for your role

Education and wealth management talent in New York City

Planning an early-career hire? Explore schools with relevant fields of study, then work with us to define the skills and experience your team needs.

About the degree figures

Counts cover bachelor’s, master’s and doctoral degrees awarded from July 2024 through June 2025. They count degree awards, rather than people available to hire. Totals can include other teaching locations and government estimates.

Degree data from the U.S. Department of Education

Recruiting service questions

We help New York City employers recruit wealth advisors, financial planners and investment specialists. We support permanent hiring, contract staffing and executive search. Tell us what the person will own, who they will work with and what success looks like.

Yes. We can discuss your role, seniority and hiring priorities alongside available salary benchmarks. The offer should reflect the work, required experience and full package, including any incentives, benefits or equity.

Tell us about the role, the experience you need and your compensation range. Include the work location and any travel requirements. We can discuss direct hire, contract staffing or executive search and agree on the next steps for your team.

Ready to work with Recruit Finance?