Right Executive Search, LLC

Name: Right Executive Search, LLC
Address: 1 International Boulevard, Suite 400, Mahwah, NJ, 07495, US
Telephone: +12017887283

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Mahwah, NJ
Right Executive Search, LLC

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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

10/28/2026

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].

10/28/2026

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].

10/28/2026

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].

10/28/2026

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].

10/27/2026

Hiring on-site in Houston, TX: AVP, Private Assets Operations Analyst for a privately owned, independent trust company with over $10 billion in AUM serving high net worth individuals, multigenerational families, foundations, and family offices. This new role reports to the Director of Investments and provides operational and administrative support for private assets held in client accounts, including capital calls and distributions, valuations, K-1 records, subscription documents, position reconciliation, and new asset onboarding. Requires 1 to 4 years of financial services operations experience, familiarity with private equity, private credit, real estate, or investment partnerships is a plus, a BBA and/or MBA in finance, accounting, or a related field, and strong Excel skills. Trust accounting software experience (GWES, SEI, FIS AddVantage) is a plus. Collaborative, long-tenured team with a strong fiduciary reputation; on-site 5 days, with one remote day possible after one year. Salary $70k to $105k DOE, plus bonus and employee tracking stock, with a strong benefits package including 401(k). Email resume and compensation requirements to: [email protected].

10/27/2026

Hiring on-site in Port Orange, FL: Administrative Assistant / Client Service Associate for a growing, principal-led wealth management practice serving individuals and families, with an emphasis on retirees and pre-retirees. As the first and last point of contact for visiting clients, this role works directly with the principal in a small team, handling front desk duties, client correspondence, calendar management, client paperwork, contributions and redemptions, compliance files, vendor coordination, and the firm’s website and social media. Requires 1+ year of wealth management experience, an extraordinary client service orientation, strong attention to detail, excellent organizational and communication skills, and proficiency with Microsoft Office. Monday through Friday, generally 9 am to 4 pm, in a beautiful professional office supported by the resources of a national platform. Salary $55k to $65k, plus PTO. Email resume and compensation requirements to: [email protected].

10/26/2026

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

10/24/2026

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].

10/23/2026

Hiring in Lutherville, MD (On-site/Potential Hybrid): Senior Financial Advisor for an independent wealth management firm celebrating 20 years of fiduciary-first financial planning, with a defined path toward minority equity ownership for strong performers. The Senior Financial Advisor will manage an existing book of clients ($150K–$500K+ investable assets), delivering comprehensive financial planning across investments, tax, insurance, retirement, and estate planning, while closing inbound leads and growing the practice through networking, supported by a dedicated paraplanner and operations professional. Requires 5–8 years of relevant wealth management/financial planning experience, Series 7 and Series 65 or 66 licenses are required, and CFP® certification or active pursuit strongly preferred. Strong Excel and CRM skills are required, with experience using eMoney, Zocks, Albridge, or Redtail a plus. Compensation includes a base salary of $90,000–$150,000, commensurate with experience, plus performance-based bonuses, with target total compensation of $150,000–$250,000+ in year one. A portable book of business is a plus but not required. Tremendous opportunity for professional and financial growth with a thriving, growing firm that offers a collaborative culture, strong leadership, an established client base, and a defined path toward minority equity ownership for high-performing advisors.
For consideration, please email your resume and compensation requirements to: [email protected].

10/21/2026

Hiring in Memphis, TN (on-site): Client Service Associate for a comprehensive wealth management firm providing holistic financial planning and wealth management to individuals and families. Supports all aspects of client service and operations, working closely with advisors to handle new account openings, ACATS and other transfers, account maintenance, distributions, and money movements from initiation through completion. Prepares materials for client review and planning meetings, maintains client records and procedures, and helps design repeatable workflows. Requires 2+ years of client service or operations experience in an RIA, broker-dealer, wealth management firm, or custodian (preferred), working knowledge of investment and retirement accounts, and strong organizational, problem-solving, and communication skills. Familiarity with NFS/Wealthscape, Kestra, Envestnet, Redtail, or RightCapital preferred; insurance licensing expected within the first year. Salary $60k-$75k doe, plus performance-based bonus, generous PTO, strong benefits including 401(k) match and profit sharing, and early finish on Fridays. Email resume and compensation requirements to: [email protected].

Address

1 International Boulevard, Suite 400
Mahwah, NJ
07495

Telephone

+12017887283

Website

http://www.rightexecutivesearch.com/

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