CRCSearch is a leading financial services staffing and consulting firm with over 100 years of combined experience

Who We Represent

  • Banks & Credit Unions
  • Broker Dealers
  • Discount
  • Wirehouses
  • Independent IBDs
  • Regionals
  • RIAs
  • Hybrid RIAs
  • Custodians
  • Robo Advisors
  • Contact Centers
  • Insurance Firms
  • Home Offices
  • Banks & Credit Unions
  • Broker Dealers
  • Discount
  • Wirehouses
  • Independent IBDs
  • Regionals
  • RIAs
  • Hybrid RIAs
  • Custodians
  • Robo Advisors
  • Contact Centers
  • Insurance Firms
  • Home Offices
  • 500+  Financial Avisors Placed  
  • 1000+ Trainee Advisors Placed  
  • Over 50BB in AUM Moved  
  • Expert Knowledge Covering all Channels
  • 500+  Financial Avisors Placed  
  • 1000+ Trainee Advisors Placed  
  • Over 50BB in AUM Moved  
  • Expert Knowledge Covering all Channels

Areas of Expertise

  • Experienced Advisors
  • Trainees
  • Tuck-ins
  • Buying / Selling
  • Salaried Advisors
  • Bank / Credit Union Advisors
  • Private & Commercial Bankers
  • Planners / Wealth Managers
  • Certified Financial Planners (CFPs)
  • Support Advisors
  • Contact Centers
  • Support & Sales
  • Home Office Advisors 
  • RIA Custodian Sales

Areas of Expertise

  • Experienced Advisors
  • Trainees
  • Tuck-ins
  • Buying / Selling
  • Salaried Advisors
  • Bank / Credit Union Advisors
  • Private & Commercial Bankers
  • Planners / Wealth Managers
  • Certified Financial Planners (CFPs)
  • Support Advisors
  • Contact Centers
  • Support & Sales
  • Home Office Advisors 
  • RIA Custodian Sales

Why Partner with Us

Over the past two decades, we have arranged thousands of interviews and have placed over 600 private wealth advisors and more than 1000 salaried advisors, all while watching the industry undergo significant changes. Our highly experienced management team applies wisdom and perspective to perform a precision search just for you. We walk you through the wide array of platform choices including financial packages, payout, and support levels. We’ll help you figure out which of the many options available is the right one for you, your clients, your family, and your practice. Let our knowledgeable experts help you make an informed decision, even if that choice is to stay where you are now.

As seasoned recruiters in an ever-changing marketplace, we are able to provide you with an up-to-the-moment market perspective on all the things that matter to you as you contemplate various transition deals. This includes the most recent merger and acquisition news, legal changes, grids, products, even who the hiring manager will be (including office demographics).

Remember, you’re in charge! If you decide that now is not the right time for a transition, then we’ll let the manager know. If you are interested, we will help you negotiate from a position of strength. Allow one of the premiere recruiting firms in the country to confidentially represent you, just as we have for so many others for so many years.

Over the past two decades, we have arranged thousands of interviews and have placed over 600 private wealth advisors and more than 1000 salaried advisors, all while watching the industry undergo significant changes. Our highly experienced management team applies wisdom and perspective to perform a precision search just for you. We walk you through the wide array of platform choices including financial packages, payout, and support levels. We’ll help you figure out which of the many options available is the right one for you, your clients, your family, and your practice. Let our knowledgeable experts help you make an informed decision, even if that choice is to stay where you are now.

As seasoned recruiters in an ever-changing marketplace, we are able to provide you with an up-to-the-moment market perspective on all the things that matter to you as you contemplate various transition deals. This includes the most recent merger and acquisition news, legal changes, grids, products, even who the hiring manager will be (including office demographics).

Remember, you’re in charge! If you decide that now is not the right time for a transition, then we’ll let the manager know. If you are interested, we will help you negotiate from a position of strength. Allow one of the premiere recruiting firms in the country to confidentially represent you, just as we have for so many others for so many years.

U4 Issues

In today’s environment, a clean U-4 is an important issue for receiving an offer. Discuss any potential marks on your record with your recruiter as soon as possible. If you would like to quickly view what your public profile U4 says then you can find it HERE. It’s important to address any such concerns early in the recruiting discussion so we can help you frame the disclosure in the most favorable way. There are also services available to help clean your U4 that will make you more valuable and we can help provide you with a referral for such services.

In today’s environment, a clean U-4 is an important issue for receiving an offer. Discuss any potential marks on your record with your recruiter as soon as possible. If you would like to quickly view what your public profile U4 says then you can find it HERE. It’s important to address any such concerns early in the recruiting discussion so we can help you frame the disclosure in the most favorable way. There are also services available to help clean your U4 that will make you more valuable and we can help provide you with a referral for such services.

Frequently Asked U4 Questions

Yes...Certain disclosures can be removed from a U4.  Please click on the link below to talk with one of our legal consultants to learn about your options.

No. The method we use for checking your compliance record is non-responsive. No one can see it so it is not a risk to your confidentiality.

Not all legal issues make it to your U-4 record, but many do. It’s best to be up-front about any issues in your past.

In general, it’s not a great idea. If you are fighting a current dispute, it is best to have the backing of your current firm. A new company would not wish to take on this responsibility and your current firm will no longer feel obligated once you have changed companies. Discuss these items with your recruiter, as every case is different.

The new hiring firm will need a paragraph explaining the circumstances to submit to compliance. Many times that is enough, although large and trade-related issues will need further explanation. Certain types of disputes will take more due diligence than others and we’ll help guide you through it.

Credit checks take place as part of the final preparations for your move. Prior bankruptcies should be discussed during the U-4 check stage.

Yes...Certain disclosures can be removed from a U4.  Please click on the link below to talk with one of our legal consultants to learn about your options.

No. The method we use for checking your compliance record is non-responsive. No one can see it so it is not a risk to your confidentiality.

Not all legal issues make it to your U-4 record, but many do. It’s best to be up-front about any issues in your past.

In general, it’s not a great idea. If you are fighting a current dispute, it is best to have the backing of your current firm. A new company would not wish to take on this responsibility and your current firm will no longer feel obligated once you have changed companies. Discuss these items with your recruiter, as every case is different.

The new hiring firm will need a paragraph explaining the circumstances to submit to compliance. Many times that is enough, although large and trade-related issues will need further explanation. Certain types of disputes will take more due diligence than others and we’ll help guide you through it.

Credit checks take place as part of the final preparations for your move. Prior bankruptcies should be discussed during the U-4 check stage.

Transition Incentives

Let’s Make A Deal!

You have decided that change in platforms could benefit you and your clients. Now we need to talk about a transitional deal. Deals are designed to compensate you for lost deferred comp, the aggravation of moving your clients, and the risk(s) you assume. The current transitional deals are some of the most aggressive we have seen in years. Current deals are comprised of several components — an up-front check (versus a forgivable loan), deferred comp awards, and performance-based compensation.

Let’s Make A Deal!

You have decided that change in platforms could benefit you and your clients. Now we need to talk about a transitional deal. Deals are designed to compensate you for lost deferred comp, the aggravation of moving your clients, and the risk(s) you assume. The current transitional deals are some of the most aggressive we have seen in years. Current deals are comprised of several components — an up-front check (versus a forgivable loan), deferred comp awards, and performance-based compensation.

Bank Advisors

We work with select banks and credit unions across the US. We have placed over 100 bank FAs in the past 4 years. Many advisors want to work in a more structured warm-lead environment that provides walk-in business and/or referrals from business partners. We often have open positions to step into legacy practices with no need to bring portable assets.

We work with select banks and credit unions across the US. We have placed over 100 bank FAs in the past 4 years. Many advisors want to work in a more structured warm-lead environment that provides walk-in business and/or referrals from business partners. We often have open positions to step into legacy practices with no need to bring portable assets.

Contact Centers & Robo Advisors & Home Office Sales & Support

The industry is changing due to new technologies and a heightened regulatory environment. Companies are looking to continually cut and centralize their costs. These forces have created a need to hire registered sales/relationship personal to work in contact centers & home offices. We understand the unique needs these workplaces demand and we are happy to talk you through a career transition into this sort of environment. If you are registered and would like to be in a warm sales or support position, helping existing clients, please feel free to reach out to us to discuss.

The industry is changing due to new technologies and a heightened regulatory environment. Companies are looking to continually cut and centralize their costs. These forces have created a need to hire registered sales/relationship personal to work in contact centers & home offices. We understand the unique needs these workplaces demand and we are happy to talk you through a career transition into this sort of environment. If you are registered and would like to be in a warm sales or support position, helping existing clients, please feel free to reach out to us to discuss.

Contact Us Today 719-445-8818 Or Email us by Clicking