TRG Wealth Management

TRG’s Wealth Management and Investment Advisory Recruiting Practice is dedicated to forging connections between premier wealth management firms and exceptional executive talent. In the intricate world of wealth management, where personalized service, strategic investment advice, and trust are paramount, our service is meticulously designed to identify and place advisors and leaders who can navigate the complexities of financial planning, asset management, and client relations.

Our Industry Coverage

Industries served include

RIA’s
Asset Management Firms
Brokerage Firms
Family Office

PE/VC/IB
Private Banks
Trust Companies

Searches include:

Partner
Managing Director
Asset Manager
Associate/Analyst
Wealth Manager

Financial Advisor
Financial Planner
Investment Analyst
Client Support

We provide top-tier service

But don't just take our word for it

TRG Wealth Management Contact

To learn more about our current Wealth Management openings or to start a search contact us below and we will be in touch.