About Us
Our team has over 35 years of finance, banking and executive search experience.
Our purpose is to develop our people to become the best versions of themselves…this will result in them taking care of our clients, our candidates and our industry partners in ways that far exceed any expectations.
Our Core Values
- Committed to delivering the best
- Honest and transparent services
- High character and hard work above all else
- Everyone matters
What Our Clients Say
Rated 4.5 out of 5
Working with Harlan and his team has changed my life! They were able to find me the perfect opportunity with my dream company.
Financial Advisor, AUM $75M
Rated 4.5 out of 5
Our community bank had an open position for a financial advisor for over a year with no luck in hiring. After working with the recruiters at CoreWealth we had interviews in record time and were able to hire an advisor within 3 months of opening the job order with them.
$1.2B Community Bank - Kansas
Rated 4.5 out of 5
The recruiters at CoreWealth Search found us a team of advisors that were looking for a consistent referral source from a financial institution. We were glad to hire the advisors and create a wealth management platform at our CU.
$745M Credit Union - Texas
Rated 4.5 out of 5
I had many thoughts of going independent over the years, and CoreWealth helped me make an informed decision to finally pull the trigger to independence.
Financial Advisor, AUM $102M
Candidates,
Looking for a new position?
Companies,
Looking to hire a financial advisor?
We can help our clients hire top financial advisors and help top financial advisors find the best opportunities.
