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Take Your Career to
New Heights.

We help financial services professionals land dream career opportunities.

Meet Your Career Partners

Whether you're a Financial Advisor, Insurance Producer, Wealth Manager, Financial Sales Professional, or just getting ready to start your career in the industry - we're here to help you reach your goals.

Our Team is Uniquely Qualified to Support You

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Explore our Recruiting Specialties

How Can We Support Your Career Growth?

EXPERIENCED HIRES

Established Financial Planning & Insurance Professionals

Ready for a new career challenge? Phenom has recruiting partnerships with a renowned set of financial services firms.  

We place experienced Insurance and Wealth Management professionals into a range of positions, including but not limited to the following functionals areas: 

  • Financial Advisory: 
     + Financial Advisors, Financial Planners, Wealth Advisors; Investment Advisor; Private Wealth Management; FP&A

     + Investment Operations; Trust, Estate & Tax Planning; Portfolio Managers; Compliance/Regulatory

    + Sales Reps; Account Managers; Sales Management; Client Services 
  • Insurance:
    + Insurance Producers; Property & Casualty; Life; Health; Personal Lines; Commercial Lines

    + Actuary; Compliance/Regulatory; Case Managers; Underwriters; Claims Adjusters; Accounting; Auditors

    + Sales Reps; Account Managers; Sales Management; Client Services
  • Leadership:
    + Team Leader, Executive Leadership, Sales Director; Agency Director  
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EARLY CAREER

Looking to launch your Financial Services career?

Phenom has established partnerships with financial services organizations eager to hire exceptional new talent. If you're a career changer, fresh graduates, or looking to get back into the industry, we're here to connect with the right opportunities. 

  • Insurance Careers: Insurance Producer; Life Insurance, Property and Casualty; Associate Insurance Rep 
  • Financial Advisory Careers: Financial Planning Associate, Financial Representative; Wealth Management Associate   
  • Financial Sales: Appointment Setter, B2B sales, Sales Development Representative 

Join the hundreds of professionals who
elevated their career with Phenom

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Transform Your Career Today