Investments and Financial Planning

Investments and Financial Planning Recruiting

Drawing on significant investment related experience, Career 1 Consultants are uniquely qualified to help identify and recommend key Investment / Financial Planning talent.  The roles they fill can often make a significant difference to clients looking to take their firm to the next level.

Industry Sectors

  • Investment Firms
  • Bank Trust Department
  • Mutual Fund Companies
  • Wealth Management Groups
  • Family Offices


  • Chief Investment Officers
  • Senior Compliance Personnel
  • Financial Advisors
  • CFAs, CFPs, JDs
  • Relationship Managers
  • Portfolio Managers

Investments and Financial Planning Recruiting Consultant(s)