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.
Book a demo →Built for advisor hiring
What Noon handles for wealth and advisory firms.
01Series licenses and CFP/CFA designations as non-negotiables
02Distinguishes wirehouse, RIA, and bank-channel experience
03Discreet, personalized outreach to producing advisors
04AI Coordinator books conversations around client schedules
05Unlimited 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.
01Recruiting firms charge steep per-advisor placement fees
02License and registration checks slow every screen
03Channel mismatch: wirehouse habits at an independent RIA
04Producing advisors ignore generic outreach entirely
05Growth 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.
01Autopilot sources and evaluates against firm-specific criteria
02Licenses and designations enforced as non-negotiables
03Discreet personalized outreach across email and SMS
04AI Coordinator answers questions and books conversations
05Activity 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.
Book a demo →