Outsource Financial Advisor Roles Easily With Teamified
Find skilled professionals ready to drive results - hired in days, not weeks.
At Teamified, we connect you with world-class talent across a wide range of industries and business functions. Our streamlined process guarantees you get leading financial advisors - fast and hassle-free - so you can scale without the headaches.
The smarter way to build your financial advisory team.
Need expert financial guidance for your clients? Our financial advisors help you provide comprehensive financial planning, investment management, and wealth advisory services. Teamified talent, 100% dedicated to your business, driving growth and delivering exceptional client outcomes.
Why Choose Teamified
We make hiring financial advisors simple, fast, and reliable
Speed
Hire in days with our pre-vetted talent pool
Quality
Top 3% of financial advisors with proven track records
Compliance
All candidates verified for certifications and background
Cost-Efficiency
Save up to 70% compared to traditional hiring
Ongoing Support
Dedicated account manager and replacement guarantee
Our Streamlined Hiring Process
From requisition to onboarding in 7 simple steps
Submit Requirements
Post your hiring requisition in 2 minutes
AI-Powered Matching
Instantly matched with our thousand-talent pool
Review Profiles
Access comprehensive candidate data and portfolios
Watch AI Interviews
View pre-recorded AI interviews of matched talent
Recruiter Screening
Optional initial interview or schedule directly
Extend Offer
Make your offer with confidence
Onboarding & Support
We handle onboarding, management, and ongoing support
Submit Requirements
Post your hiring requisition in 2 minutes
AI-Powered Matching
Instantly matched with our thousand-talent pool
Review Profiles
Access comprehensive candidate data and portfolios
Watch AI Interviews
View pre-recorded AI interviews of matched talent
Recruiter Screening
Optional initial interview or schedule directly
Extend Offer
Make your offer with confidence
Onboarding & Support
We handle onboarding, management, and ongoing support
How experienced are our financial advisor?
From emerging talent to seasoned experts, we have the right fit for your needs
1-3 years exp.
- Basic understanding of financial planning principles
- Knowledge of investment products and financial markets
- Ability to assist with client portfolio management
- Familiarity with financial analysis tools and software
- Strong communication and client service skills
- Understanding of regulatory compliance requirements
3-5 years exp.
- Comprehensive knowledge of financial planning strategies
- Experience developing investment portfolios for clients
- Proficiency in financial planning software and tools
- Strong analytical skills for market analysis
- Ability to provide tax and estate planning advice
- Experience building and maintaining client relationships
5-7 years exp.
- Expert in leading financial advisory services and wealth management
- Design comprehensive financial strategies for high-net-worth clients
- Strong leadership in team management and client relations
- Ability to advise on complex financial planning scenarios
- Strategic thinking aligning financial goals with business objectives
- Deep knowledge of international finance and investment strategies
- Proven track record of delivering exceptional client outcomes
- Experience mentoring junior advisors and building advisory teams
What Our Clients Say
Trusted by companies worldwide
The flexibility and cultural fit made a huge difference. It wasn't just about filling seats - it was about finding the right people.
Nick Maait
Head of Engineering, Butn
Have a chat with Teamified. You will get a sense that it's much more of a relationship situation where they're really wanting to understand your business, as opposed to a more transactional experience, which is what we found talking with some other providers. The good thing is, there's a team behind you if you pick the right partner to help.
Ryan Ebert
Founder and CEO, Innings
Using Teamified is so much easier. One fee—then they handle all the HR stuff, so you have one less headache as you grow your business. All you want to do is minimise your headaches, and that's what Teamified does.
Ash Brown
Founder and CEO, Empiraa
I encourage all founders to treat this no different than hiring a local resource. The best thing about Teamified? They find great talent, vet them, and give you the flexibility to be as involved as you want in the hiring process.
Michael Nuciforo
Co-Founder and CEO, Thriday
Why our employees love working with Teamified
Keen to know more about our culture?
My favourite part would be the opportunity for growth. I've seen it in the short time that I've been here, and I'm looking forward to more.
JC,
Account Manager
We build culture like we build teams, intentionally
We're proud to have a 4.4 Glassdoor rating that backs that up. Because when people love showing up, great things happen.
Explore Related Roles
Find the perfect fit for your team
Financial Analysts
Analyze financial data and provide strategic insights
Financial Planners
Create comprehensive financial plans for clients
Accountant
Handle accounting operations and financial reporting
Tax Specialists
Manage tax compliance and optimize tax strategies
Risk Management Specialists
Identify and mitigate business risks effectively
Bookkeepers
Track daily financial transactions and maintain ledgers
Ready to Build Your Dream Team?
Get in touch for a free consultation and expert advice.
No obligations. No hard sell.