What We Do
BD-SEARCH specializes in working with Financial Services Companies and Financial Advisors.
At BD-SEARCH we provide the following services:
For Companies:
- Executive Search
We conduct retained searches for senior management talent. We work with companies to help them assess their needs, develop job descriptions, research and search the market to identify qualified candidates and assist them through the interview and offer stages of the process. - Advisor Search
We conduct retained searches for successful Financial Advisors for Broker Dealers and Investment Advisors and their branch offices. We work with companies and their branch offices to help them assess their needs, develop their criteria, research and size the market, search the market to identify qualified candidates and assist them through the interview and offer stages of the process. - Consulting Services
We consult with Companies to enhance their business development programs and improve their results.
For Advisors:
- Registered Representatives - Broker Dealer Search
We help Financial Advisors find the Broker Dealer that is right for their business and their clients. We conduct the research, provide advisors the information, and ensure they get a smooth transition while they spend their time doing what they do best – managing their clients and their business. - Registered Investment Advisors – Custodian Search
We also work with Finnancial Advisors who are, or want to become Registered Investment Advisors and find a Custodian who will hold their client’s assets and accounts, processes their transactions, and provide billing and reporting services. We can also match advisors with current RIA firms with whom they can can affiliate.
BD-SEARCH provides the perspective and experience of people who have been working with Broker Dealers, Custodians and Financial Advisors for over twenty (20) years.
Contact BD-SEARCH - 888-894-1244 - to discuss your business, and find out how we can help you reach your goals.
Recent News
Search
