Charlotte, NC · Financial services recruiting
Golden Recruiting specializes in recruiting experienced advisors with portable books for banks and wealth-management platforms — plus the associate advisors, client service, and business development talent behind them — alongside sales and executive searches, running every search end to end, from first outreach to signed offer.
A recruiting and practice consulting firm focused on the financial services industry.
Golden Recruiting is a recruiting and practice consulting firm focused on the financial services industry. We provide strategic guidance to advisors and institutions alike, helping both sides navigate change with confidence.
We work with clients across transitions, growth, and recruiting initiatives — connecting the right people to the right opportunities, backed by real market intelligence across the industry.
We connect advisors and institutions with the opportunities and insight they need to move forward.
Briana Toal
Founder, Golden Recruiting
With over a decade in talent acquisition, Bri has built her career helping financial services companies find and secure top talent.
Advisor recruiting is our core specialty, with sales and business development, and executive searches run alongside it — we know what a strong candidate actually looks like in each, not just what their resume says.
Experienced Advisors
Advisors with portable, revenue-producing books, for banks and wealth-management platforms growing advisor headcount.
Advisor Support & Growth Roles
Associate advisors, client service, administrative, and business development talent supporting advisor teams and practice growth.
Account executives and BDRs across B2B and SaaS organizations — evaluated on pipeline discipline, not just past titles.
Senior and C-suite hires where the brief is as much about fit and trajectory as it is about a list of qualifications.
Three ways to engage us, depending on how much of the search you want us to own and how the fee is structured.
We embed as an extension of your talent acquisition function for ongoing or high-volume hiring — running sourcing, screening, and pipeline management end to end under a defined program, rather than search by search.
An upfront engagement fee secures our dedicated time and priority sourcing for a specific search, credited against the placement fee — retained-level focus without the full investment or exclusivity of a traditional retainer.
You invest once a candidate is placed — ideal for opportunistic searches or when you want to test the relationship before committing further.
The same four stages, every time, so you always know where a search stands.
We start with your role, team, and what "yes" actually looks like — not just a job description.
Direct outreach, referrals, and targeted search — we go find candidates, not wait for applications.
Every candidate is interviewed and checked against the brief before you ever see a name.
We stay in the loop through offer and negotiation, so nothing falls apart in the last mile.
Whether you're hiring or looking for your next role, tell us a little about what you need and we'll follow up directly.