Financial Services Placement & Recruiting
Connecting talent with great opportunities
About IBDSearch
Our Mission
IBDSearch is a financial services industry placement, recruiting, and consulting company. Since 1990, we’ve built strong relationships with leading independent/regional broker dealers and RIAs, spanning diverse sizes, cultures, clearing & custody platforms, product offerings, technology, and services. Additionally, we work with firms that have Capital Markets Platforms that seek Investment Bankers, Analysts, Public Finance, and Institutional sales both fixed income and equity. We take the guess work out of the process, save advisors a tremendous amount of time all while representing the firm and the advisors’ best interest. It may be worth your time to see what firms are offering presently, call or email brad@ibdsearch.com to schedule a confidential call.
Call Brad Fay to explore your next opportunity with IBDSear
Firm Characteristics
- Both W2 Employee and 1099 Independent Platforms
- Top Clearing & Custody (Self, Pershing, NFS, RBC, Schwab, Fidelity, Raymond James)
- Sustained Growth Profitable, Well Capitalized
- Transition packages and on-boarding Incentives including competitive upfront forgivable loans
- Excellent Technology Stacks
- Firms that have Succession & Practice Acquisition Programs
- Outstanding Reputation / Good Standing with Regulators
- Business Friendly Compliance Culture
- Exceptional Producer Retention
- Ownership/Control Group are the same executives that run the day-to-day
- Exceptional Payout and Comp Plan
- That the advisor’s business is important to the firm
- Unparalleled Advisory Platform with multiple custody options
- Fair and Reasonable Fee Structure (1099)
- Access the Alternative Investment, Syndicate and Capital Markets Products