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Company Description
Financial Planner Recruiting, LLC is a boutique recruiting firm dedicated exclusively to the financial services sector, with a sharp focus on independent RIAs, boutique wealth management firms, and wirehouse-affiliated practices across the United States. Led by founder and lead recruiter Alexandra Ali Staton, the firm delivers full-cycle, high-touch recruitment designed to match financial planning and advisory talent with firms where they will thrive long term. Their process spans job description refinement, targeted candidate sourcing, structured phone and Zoom screening interviews, curated resume and bio presentations, interview scheduling and coordination, ongoing stakeholder communication, and advisory support through the offer stage. Drawing on a built-out national candidate database and specialized tools, the team evaluates location, role specifications, software exposure, years of experience, compensation expectations, and client-service philosophy to ensure cultural alignment and performance fit. Financial Planner Recruiting routinely partners with boutique RIAs and firms associated with LPL Financial, Merrill Lynch, Raymond James, Northwestern Mutual, Morgan Stanley, and similar organizations, placing both emerging advisors and experienced planners in roles such as Associate Financial Advisor, Lead Financial Planner, Senior Wealth Manager, and Wealth Management Client Associate. The firms relationship-driven approach emphasizes values alignment, client communication, and a streamlined hiring experience, typically enabling clients to progress from search kickoff to hire within a one-to-three-month window depending on role complexity and decision cadence. Alis background includes recruiting within the boutique RIA space and close exposure to independent firm ownership through her family, reinforcing a practical understanding of how advisory teams operate and grow. Whether building next-generation bench strength or hiring first-chair advisors, Financial Planner Recruiting focuses on delivering qualified, culture-fit candidates who elevate client experience and firm performance.
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