Right Executive Search, LLC

Call Directions Website Contact the business

Right Executive Search, LLC Placing the RIGHT candidate in the RIGHT position, RIGHT from the start! Our expertise is in PROACTIVELY SOURCING & ACTIVELY CONNECTING with talent.

■ RES' services are dedicated to recruiting & screening mid to C-Level Executives in the Financial Services & Management Consulting Industries. Our geographic focus is the Tri-State Area (New York City, New Jersey, and Connecticut) but we have a strong national presence as well. Because this is our core competency, quite simply, we have access to candidates that clients may not have the opportunity to reach. This access comes through:

► From its own successful postings and placements, RES has earned its position in the top 1% of most-viewed profiles on LinkedIn; in the top 100 agency recruiters on The Ladders.
► Established, strong networks tied to our long and successful careers at Fortune 500 companies
► Our affiliations & membership in over 200 networking groups
► Our visibility & activity on social media sites
► Publishing job search advice articles on career websites
► Connecting with candidates through our career coaching & resume-writing business
► Conducting career-coaching seminars at colleges & universities

****Candidate News****
■ RES Now Offering Resume Writing, Interview & Career Coaching
www.PrepareForYourNextInterview.com

Hiring remote, anywhere in the continental USA: Lead Wealth Advisor for a thriving boutique, fee-only RIA delivering fam...
10/19/2026

Hiring remote, anywhere in the continental USA: Lead Wealth Advisor for a thriving boutique, fee-only RIA delivering family office services to high-net-worth entrepreneurs, business owners, and real estate investors (generally $20M+ net worth). This person "owns" a group of complex HNW and UHNW client relationships and leads the advisory team serving them, setting planning direction across investments, tax, estate, cash flow, risk, business interests, real estate, and private investments, and coordinating with clients’ CPAs, attorneys, and business advisors. Requires CFP® and Series 65, a bachelor’s degree, 8+ years of planning or wealth advisory experience with 4+ years as primary advisor to complex HNW or UHNW clients, significant experience advising entrepreneurs, business owners, or multigenerational families, and demonstrated team leadership; CPA, CPWA®, CFA®, EA, JD, or graduate education is a plus. No business development requirement and strong benefits package including 401(k) match. Salary $140k-$220k base plus annual performance bonus. Email resume and compensation requirements to: [email protected].

Hiring remote, anywhere in the continental USA: Wealth Advisor for a thriving boutique, fee-only RIA delivering family o...
10/19/2026

Hiring remote, anywhere in the continental USA: Wealth Advisor for a thriving boutique, fee-only RIA delivering family office services to high-net-worth entrepreneurs, business owners, and real estate investors (generally $20M+ net worth). Partners with the Lead Wealth Advisor and owns significant day-to-day planning and client needs across cash flow, investments, tax, estate, risk, and business planning, from analysis and recommendations through implementation, while coordinating with clients’ CPAs, attorneys, and other advisors. Requires CFP® or significant progress toward it, Series 65, a bachelor’s degree, 4+ years of comprehensive planning or wealth advisory experience including 2+ years client-facing, HNW experience beyond accumulation and retirement planning, and experience reviewing tax returns (including K-1s) and estate documents; Schwab and Salesforce a plus. No business development requirement, clear career path, and strong benefits package including 401(k) match. Salary $85k-$110k base plus annual performance bonus. Email resume and compensation requirements to: [email protected].

Hiring hybrid in Florham Park, NJ: Senior Wealth Advisor for a combined Family Office and RIA managing over $1.6 billion...
10/19/2026

Hiring hybrid in Florham Park, NJ: Senior Wealth Advisor for a combined Family Office and RIA managing over $1.6 billion in assets and growing rapidly. The firm seeks an experienced senior financial advisor (8-10+ years) with CFP certification and Series 65 license, a client-first mindset and proven financial planning skills across tax, estate, insurance, and investment matters. The ideal candidate will excel at client relationships and enjoy mentoring junior advisors as they grow in the profession. Great opportunity with a collaborative, growing team and hybrid schedule (4 days in office), and comprehensive benefits package. Salary range $180k-$200k DOE, plus discretionary bonus, Contact: [email protected].

Hiring hybrid in New York, NY (3 days per week in office in midtown): Client Services Associate for a technology-driven ...
10/15/2026

Hiring hybrid in New York, NY (3 days per week in office in midtown): Client Services Associate for a technology-driven fintech index provider that designs, calculates, and administers innovative indices used across financial products and investment strategies. Role manages client relationships throughout their lifecycle, partnering with Sales, Legal, Index Production, Product, and Finance on contracting, onboarding, launches, and reporting, with a clear path into account management at a growing global firm. Requires a bachelor's degree, 2 to 4 years in client services or account management with institutional financial services clients, Salesforce or CRM experience, contract drafting from templates, and strong client-facing communication skills. ETF familiarity strongly preferred; exposure to structured products, derivatives, or index licensing and experience at a smaller, fast-growing global firm is a plus. Salary $110k-$130k doe, plus stock options and strong benefits including 401(k) match. Email resume and compensation requirements to: [email protected].

Hiring in office in Sturgis, MI: Associate Financial Advisor, CFP® for an established, referral-based wealth management ...
10/14/2026

Hiring in office in Sturgis, MI: Associate Financial Advisor, CFP® for an established, referral-based wealth management practice supported by a national broker-dealer and hybrid RIA platform. Working alongside the founder, this role manages advisory assets, provides investment advice, executes trades, and delivers comprehensive financial planning. There is a clear path toward practice ownership. Requires 2+ years of paraplanning or financial planning experience, including asset allocation and client investment management. CFP® and Series 7 and 65 or 66 preferred; CFP® holders with less experience are encouraged to apply. Entrepreneurial mindset and a genuine interest in ownership are essential. Small, long-tenured, family-friendly team with a passion for what they do! Salary $80k-$90k doe, plus bonus. Email resume and compensation requirements to: [email protected].

Hiring hybrid: Assistant Vice President – Hedge Fund Accounting in Fair Lawn, NJ for a global provider of governance and...
10/14/2026

Hiring hybrid: Assistant Vice President – Hedge Fund Accounting in Fair Lawn, NJ for a global provider of governance and administration services to the asset management industry. Key role managing a small number of client relationships and portfolios from start to finish – processing transactions, calculating NAV, preparing statements, etc. Must have college degree and 5 or more years’ hedge fund accounting experience, including at least 2 years’ managerial experience. Hybrid schedule, 4 days in office, 1 WFH. $90-120k depending on experience, plus bonus. Contact: [email protected].

Hiring in Fairfield, NJ (hybrid): Senior Wealth Advisor for an established and rapidly growing Registered Investment Adv...
10/14/2026

Hiring in Fairfield, NJ (hybrid): Senior Wealth Advisor for an established and rapidly growing Registered Investment Advisor serving high-net-worth and ultra-high-net-worth clients with sophisticated financial planning needs. This hire is part of the firm's long-term succession plan. The Senior Wealth Advisor will serve as primary Relationship Manager for a growing book of business, supported by a credentialed team of CFAs, CIMAs, CFPs, and Series 65-licensed professionals, leading client meetings and identifying planning, investment, estate, tax, and wealth management opportunities. Requires 8+ years in wealth management, private wealth, or financial advisory services, demonstrated experience managing HNW/UHNW relationships, strong financial planning expertise, and a CFP designation, with CFA, CIMA, and/or CPA a significant plus. Compensation requirements: $175,000-$250,000 base plus bonus. Email resume and compensation reqs to: [email protected].

Hiring in-office in North Haven, CT (hybrid after training) for an Associate Financial Advisor/Servicing Advisor at a th...
10/14/2026

Hiring in-office in North Haven, CT (hybrid after training) for an Associate Financial Advisor/Servicing Advisor at a thriving independent wealth management firm with over $2.5 billion in AUM. This role serves as a primary contact for existing clients, providing high-touch service, investment support, trading, and financial planning assistance alongside senior advisors, with a clear growth path to grow into a full Advisor role or continue building deep client relationships with existing clients. Requires active FINRA Series 7 and 63, CFP or progress toward it preferred, and 2+ years of relevant experience in wealth management. Strong benefits package including health/medical, 401(k) match, generous PTO, and hands-on mentorship with structured professional development and career path. Base salary $75,000 to $100,000 DOE plus 10 to 20% annual bonus potential. Email resume and compensation requirements to: [email protected].

Hiring in Houston, TX (onsite, relocation assistance available): Senior Trust Officer for a privately held wealth manage...
10/12/2026

Hiring in Houston, TX (onsite, relocation assistance available): Senior Trust Officer for a privately held wealth management firm serving high-net-worth and ultra-high-net-worth clients. Pure trust administration role managing a portfolio of complex accounts ranging from $10 million to over $100 million, partnering with clients, beneficiaries, and outside advisors. Requires 7+ years of trust administration experience with sophisticated HNW relationships; JD or CTFA preferred. Compensation Package: Base of $165k -$190k DOE plus performance-based bonus plus equity plus profit sharing plus comprehensive benefits. Email resume and compensation requirements to [email protected].
Please note: Relocation Assistance Offered

Hiring in Avon, CT: Lead Advisor/Senior Financial Planner CFP for a growing hybrid RIA/Broker Dealer, over $650 million ...
10/10/2026

Hiring in Avon, CT: Lead Advisor/Senior Financial Planner CFP for a growing hybrid RIA/Broker Dealer, over $650 million in AUM. Seeking a client-centered, holistic financial planner (CFP or in progress) with seven or more years of experience and eager to take ownership of client relationships and mentor junior advisors. Must be familiar with eMoney financial planning software and have broad range of financial advisory experience including tax and estate planning as well as portfolio construction and investment advisory. Great opportunity for a polished professional to join a thriving, collaborative team and enjoy full benefits slate and salary $90-$150k DOE plus performance-based bonus.
Contact: [email protected].

Address

1 International Boulevard, Suite 400
Mahwah, NJ
07495

Telephone

+12017887283

Website

Alerts

Be the first to know and let us send you an email when Right Executive Search, LLC posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Right Executive Search, LLC:

Shortcuts

Share