LogoNoon

Built for Financial Advisors

Recruiting financial advisors, with licenses verified up front

Source financial advisors and wealth managers autonomously — with securities licenses and designations enforced as hard filters, and discreet outreach appropriate for book-carrying advisors.

Built for advisor hiring

What Noon handles for wealth and advisory firms.

Series licenses and CFP/CFA designations as non-negotiables
Distinguishes wirehouse, RIA, and bank-channel experience
Discreet, personalized outreach to producing advisors
AI Coordinator books conversations around client schedules
Unlimited searches on one flat plan

Advisor recruiting is a trust game

A producing advisor considering a move is making a career-defining, client-affecting decision — mass recruiting blasts are worse than useless. Noon evaluates each advisor’s channel background, licenses, and trajectory, and reaches them with discreet, individually personalized outreach. Firms run every advisor search simultaneously on one flat plan instead of paying per-placement fees. Learn more about passive sourcing and personalized recruiting outreach.

Advisor hiring pain points Noon removes

Where advisory recruiting stalls.

Recruiting firms charge steep per-advisor placement fees
License and registration checks slow every screen
Channel mismatch: wirehouse habits at an independent RIA
Producing advisors ignore generic outreach entirely
Growth plans stall waiting for one-at-a-time referrals

Designations as non-negotiables

Set securities licenses, CFP or CFA designations, and clean-record requirements as non-negotiables Noon never relaxes. Principal feedback calibrates fit — client demographics, planning philosophy, team versus solo practice — and continuous sourcing means your growth plan is not gated on referral luck. Learn more about AI recruiting and talent evaluation.

The autonomous workflow

From search to scheduled conversation.

Autopilot sources and evaluates against firm-specific criteria
Licenses and designations enforced as non-negotiables
Discreet personalized outreach across email and LinkedIn
AI Coordinator answers questions and books conversations
Activity syncs back to your ATS automatically

Financial Advisors FAQ

Can Noon require specific securities licenses?

Yes. Set Series 7, Series 65/66, insurance licenses, or designations like CFP and CFA as non-negotiables — strict criteria the AI never relaxes.

Can Noon tell RIA experience from wirehouse experience?

Yes. Channel background is part of the evaluation: Noon reads each advisor’s firm history and context against your criteria, not just the "financial advisor" title.

Is outreach discreet enough for producing advisors?

Yes. Every message is individually personalized and sent through your configured channels — no mass blasts, and you control what the messaging reveals.

How does Noon compare to advisor recruiting firms?

Recruiting firms charge per placement. Noon is one flat plan with unlimited sourcing, contacts, agents, and seats — it works every advisor search continuously and your firm keeps the pipeline.

Is Noon secure enough for our security review?

Noon is SOC 2 Type II and GDPR compliant, supports SSO and SAML, and offers dedicated support with custom contracts and invoicing for enterprise customers.

Noon is also built for executives, accountants, lawyers, nurses, marketers, designers, dentists, pharmacists, software engineers, teachers, paralegals, project managers, data scientists, product managers, loan officers, general counsel, mobile developers, video editors, bookkeepers, interior designers, physician assistants, recruiters, real estate agents, property managers, insurance agents, salespeople, and executive assistants.

See how Noon works for financial advisors hiring — or explore the unlimited plan and enterprise options.