Claire Myers Consulting

Claire Myers Consulting (CMC) is a specialized recruiting firm focused on the wealth management industry.

We partner with RIAs, independent advisory firms, broker-dealers, family offices, retirement planning firms, and insurance organizations to help them attract, hire, and retain exceptional talent.

Founded by recruiter and wealth management talent expert Claire Vitale, CMC was built on a simple belief: the success of a financial firm is directly tied to the quality of its people. The right hire doesn't just fill a seat; they improve client experience, strengthen culture, increase capacity, and create long-term enterprise value.

Our team combines deep recruiting expertise with an understanding of the unique dynamics of the wealth management industry. We know the difference between a Lead Advisor and a Relationship Manager, understand the impact of licenses and designations, and recognize that culture fit is often just as important as technical ability.

Each year, we help wealth management firms across the country hire advisors, operations professionals, client service team members, investment professionals, executives, and future leaders.

Wealth Management Is What We Do

This isn't a side practice for us.

We spend every day speaking with advisors, operations professionals, planners, executives, and firm owners across the wealth management industry. Our network, market knowledge, and recruiting process are built specifically for financial services.

We Understand the Talent Market

Compensation expectations, licensing requirements, career paths, hybrid work preferences, succession planning, and firm culture all play a role in making the right hire.

We help firms navigate those decisions and position opportunities effectively in the market.

We Act as an Extension of Your Team

Many firms don't have an internal recruiting department. We become a dedicated talent partner, helping with everything from job design and compensation guidance to sourcing, screening, interview coordination, and offer negotiations.

We Prioritize Long-Term Fit

A successful placement isn't just someone who accepts an offer. It's someone who contributes to the firm's growth for years to come.

We focus on aligning skills, values, communication style, growth goals, and culture to help create lasting matches.