Mark Elzweig Company is an executive recruiting firm that specializes in helping financial advisors find the right career paths. For more than three decades we have helped advisors find the optimal platform for their happiness and success. We’ve also guided advisors in designing succession plans for their practices.
The firm works closely with advisors at wirehouse, regional, independent, and RIA firms across the nation. Through up, down, and sideways markets, we are proud to have served as trusted advisors to trusted advisors. Mark Elzweig Company understands the key elements in the financial advisory business and how it has evolved.
We never advertise. Many of the advisors with whom we work are either long term members of our network or come to us through referrals. It’s not unusual for us to place advisors whom we’ve known for fifteen or even twenty years. We feel that this says a lot about the value that we’ve been able to deliver to advisors and the kinds of bonds that we’ve been able to forge.
We are Trusted Advisors to Trusted Advisors– and we take that seriously.
Our goal is to empower advisors to make informed career decisions so they can maximize their career happiness and success.
We believe in integrity, confidentiality, high-touch client service – just as our advisors do — and employ a consultative process to achieve our objectives.
I am an executive search recruiter who has had a front row seat for more than thirty years on developments in the world of financial advisors. Over the years, I’ve helped many advisors make strategic career decisions and to successfully transfer client assets to new firms.
My work has appeared in numerous publications including On Wall Street, Think Advisor, Seeking Alpha, and many more. Writing about industry trends is a longstanding interest of mine. Our firm has published a widely read newsletter for many years, which is very popular with advisors.
I have a long-standing interest in helping people with their careers: I come from a family of recruiters. My father founded a New York City employment agency in 1947 and two of my siblings run recruiting firms in other industries. I’m an MSW and my first career was in social work. That’s where I discovered my passion for helping people to make difficult decisions and acquired essential listening skills.
Get industry updates monthly. No spam, just the real jam on important trends in the world of financial advisors.
"*" indicates required fields