RightWorks Wealth Management

At RightWorks Wealth, we specialize in sourcing top-tier Financial Advisors, Portfolio Managers, Wealth Consultants, Investment Strategists, Asset Managers, and more. Our advisors bring transferable AUM and operate at the highest echelon of their client-facing roles. We connect firms with professionals who elevate client relationships and drive long-term growth.

Trusted by companies all over the world

Discover Tailored Recruitment Services Aligned with Your Unique Goals

Whether you’re a visionary leader, a distinguished business owner, a head of total rewards, or a finance committee member of a prestigious non-profit, our dedicated teams offer sophisticated, real-world solutions to address your most pressing recruitment challenges in wealth management and financial services.

Years in business

5000

Assets managed

300

Workshops conducted

1500

Clients served

About Us

A Rightworks welcome to Wealth Management & Financial Services Recruiting.

Empowering Non-Profits, UHNW Individuals, RIAS, Wirehouses, Individual Advisors, Multi-Managed Teams, and Family Offices with Our Client Centric Approach.

- James McAvoy, CEO of Cloud

“Outgrid has completely changed our outlook on finance. Their personalized services and insightful advice have given us the confidence to make sound financial decisions.”

- Jackma Kalin, CEO of Penta

"Outgrid's transformative services revolutionized our financial strategy. Their personalized approach and expert guidance instilled newfound confidence, empowering us to make informed decisions and shape a secure financial future."

- Amily Moalin, CEO of Chain

"With Outgrid, our financial outlook has evolved significantly. Their tailored services and insightful advice provided the clarity needed to navigate decisions confidently, making a positive impact on our financial journey."

- Enagol Ame, CEO of Flash

"Outgrid exceeded our expectations in financial guidance. Their personalized services and strategic insights empowered us to make informed decisions, transforming our approach to finance and fostering newfound confidence in our financial future."

Solutions

The RightWorks Difference

Dedication to Industry

RightWorks guarantees the ideal fit for both firms and advisors. By removing uncertainty, we expedite the process in this dynamic industry. Months become days. Days become hours.

Exceeding Expectations in Every Financial Sector

In today’s fast-paced financial landscape, expectations are higher than ever. Our approach at RightWorks prioritizes the
needs of candidates, their clients, and hiring firms. We ensure a seamless fit that fosters success and satisfaction for all
parties involved.

Accelerated Hiring Process

In the financial sector, the biggest challenge isn’t finding top talent-it’s
keeping them engaged. RightWorks
ensures you maintain control over hiring speeds, so the best candidates and their clients don’t slip away.

Mission

Partners Leading the Talent Game

RightWorks is your ultimate partner in navigating the final chapter of the talent acquisition journey. We eliminate the guesswork in finding the most unique, challenging, and time-consuming searches. Specializing in social recruiting, we transcend language barriers and partner with firms across the globe. No client is too specific or too far out of our network. Regardless of the niche skills needed, we have the successes to back us up. From candidates with transferable books of business to roles in financial marketing, sales, and executive leadership, we cover it all. We place talent from the bottom up or the top down, meeting any and all needs. As subject matter experts in the wealth industries, RightWorks is dedicated to ensuring your firm’s success through unparalleled talent

Banking

Easy access ensures seamless engagement, fostering convenience and user-friendly interactions for everyone involved.

Trusts

Prioritizing clients, our approach revolves around personalized solutions and tailored experiences, meeting individual needs.

Estates

Upholding honesty and transparency, our commitment to integrity ensures trust and reliability in every interaction.