As a division of The Primary Group, Primary Wealth Management Group is an industry-leading executive search firm that offers over 30 years of experience combined with an unparalleled commitment to excellence. Our long-term focus within the realm of Financial Services has given PWM a level of expertise not commonly available from professional recruiting firms. Comprised of experienced professionals who are seasoned in the intricacies of executive search, negotiations, and placement. Our staff will always go the extra mile to ensure the best results.
Our unique, dedicated team approach and desire to create win-win situations distinguishes us in the industry. We can provide you with the opportunity to receive and assess competitive offers from national brokerage firms, and our vast knowledge of the industry and corporate-level relationships will assist you in negotiating the strongest offer possible. Understanding that confidentiality is crucial when considering a transition, The Primary Group is “The Broker’s Choice” when investigating a career change.
Primary Wealth Management Group specializes
in placing quality individuals in roles such as:
Executive Management
Senior Sales Management
Branch Management
Financial Advisors
Private Bankers |
Sales Assistants
Portfolio Managers
Operations Managers
Compliance Officers
Business Development Officers |
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OPPORTUNITY CONSCIOUS?
There May Be a Better Place For You and Your Clients!
• We have national contracts with some of the most aggressive NYSE brokerage houses in the Industry.
• With over 30 years of experience, we have extensive knowledge regarding the level and structure of incentive deals nationally. This allows us to help assist transitioning financial consultants in fielding the best possible offer.
• Primary Wealth Management Group works on local and corporate levels with client firms. This enables PWM to accompany brokers through the entire negotiation process, ensuring each broker is evaluated and communicated with at the appropriate levels.
• Let PWM show you how our Broker Dealer clients’ products and platforms can better service your own clients.
• Make your career decisions based on knowledge! We will assess your business with you and assist you in choosing the right firm for your clients, as well as for yourself.
• All recruiting fees are paid by the client company. Our recruiting service is entirely free to the broker.
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