Wealth Planning USA

With a favorable economic environment and extremely advanced infrastructure, the USA is an attractive location for portfolio management and wealth planning. The country is very attractive to businesses and individuals alike thanks to its emphasis on privacy, anti-money laundering, banking access and consumer protection. Further, there are numerous financial planning and investment management firms throughout the country. 
AP Executive is a global recruitment consultancy with a focus on wealth planning executive search and recruitment. Servicing talented professionals and clients in the financial planning and wealth management sector, our team of consultants helps candidates and clients in the USA achieve their business and professional goals. 
Established in 1990, our recruiters offer more than combined 50 years of high-level recruitment experience. Our passion is twofold: to assist individuals with finding new career opportunities, and to help clients fill specific wealth planning roles.

Some of the many wealth planning vacancies we have successfully recruited to include: 

  • Senior Wealth Planner

  • Financial Planning And Investment Management Paraplanner 

  • Associate Solicitor - Tax and Wealth Planning

  • Private Banking Regulated Financial Adviser/Private Banker

  • Client Support Executive – Wealth Planning

  • Chartered Financial Planner

  • Operations Manager 

  • Private Wealth Planning Consultant 

Top Wealth Planning Recruiters

Our wealth financial planning division is comprised of highly specialized individuals who have established strong, long-term relationships with some of the top wealth planning companies over the past 25+ years. Whether you’re seeking, temporary, contract or permanent recruitment, our wealth planning executive recruiters can help lead you efficiently and smoothly through the employment process. 
From matching you with roles that fit your career goals to refining your interview skills, our consultants use industry insight to be true partners in your career, both during your job search and beyond.
Contact our team of consultants today to discuss your wealth management planning recruitment needs.