Frequently Asked Questions

Who is RecruitVine?

RecruitVine is a boutique recruiting firm built exclusively for financial advisory practices — RIAs, wealth management firms, and independent advisors. We function as an embedded recruiting partner, delivering all the benefits of an in-house team without the overhead.

How do our services work?

Every engagement starts with an in-depth discovery call where we take time to understand your firm's culture, your team, and exactly what the right hire looks like. From there, we handle sourcing, actively headhunting passive candidates, conducting in-depth screenings, and providing you with curated candidate delivery every week. We also provide custom interview questions and a candidate scorecard tailored to your firm — so when you meet candidates, you're prepared and comparing everyone consistently.

How much do our services cost?

Our fees are straightforward and transparent, structured based on the type of role and level of search. We don't charge large upfront retainers for most searches — our fee structure is designed to align our success with yours. Reach out for a discovery call and we'll walk you through exactly what to expect.

What does our process look like?

Our process is built around your firm, not a generic template. Before we source a single candidate, we invest time understanding your culture and vision. We present only candidates who have passed our in-depth screening, along with detailed notes on each — so your interviews are informed conversations, not cold introductions. We stay engaged through the offer stage and beyond.

How can I get in touch?

Reach out anytime. We'd love to learn more about your firm and discuss how we can help.

Do you work with firms outside the financial advisory space?

No — our exclusive focus on financial advisory firms is what allows us to deliver the depth of industry knowledge and network that our clients rely on.

How long does a typical search take?

Most searches close within 90 days of launch.

What if the placed candidate doesn't work out?

If a placed candidate departs within 30 days, we conduct one replacement search at no additional professional fee.