For Candidates

Make your next move quietly, carefully and with the right information.

MAA Talent works with ambitious professionals across the RIA, wealth management, CPA and WealthTech markets.

You do not need to be actively looking to have a serious career conversation.

The best moves are usually considered, confidential and based on more than compensation.

They are about leadership, culture, clients, growth, flexibility, ownership, technology, values and the long-term direction of the firm.

MAA Talent gives you a discreet way to understand the market and hear about selective opportunities that may be worth your attention.

Our Promise

Confidential. Selective. Professional.

Your career should not be treated as a transaction. MAA Talent works carefully and confidentially with candidates across the wealth management market.

We will not send your details to a firm without your permission.

We will not push unsuitable roles.

We will not waste your time with vague opportunities.

Our role is to understand your experience, ambitions and motivations, then introduce conversations that make sense.

Who Should Register

Who should register with MAA Talent?

We work with professionals across the modern wealth management ecosystem.

Financial AdvisorsWealth AdvisorsRIAsCFP ProfessionalsCPA and Tax ProfessionalsClient Service ProfessionalsParaplanners and Planning SupportOperations ProfessionalsCompliance ProfessionalsPortfolio and Investment SpecialistsMarketing and Growth ProfessionalsBusiness Development ProfessionalsWealthTech Sales and PartnershipsProduct and Customer Success ProfessionalsSenior Leaders and Future Successors

Why Candidates Work With Us

A better way to explore the market.

Confidential conversations

You can understand what is happening in the market without compromising your current role or reputation.

Selective opportunities

We work with firms across RIAs, wealth management, CPA and WealthTech, with a focus on quality, culture and long-term fit.

Better context

We help you understand the story behind the role, including leadership, growth plans, client philosophy, compensation, culture and expectations.

Market intelligence

Stay informed about hiring trends, compensation movement, adviser demand and the roles firms are prioritising.

Long-term relationship

You may not be ready to move now. That is fine. We build long-term candidate relationships, not one-off transactions.

The Right Move

The right move is rarely just about a bigger number.

Compensation matters. So does everything around it.

The right move should give you a stronger platform, better clients, clearer leadership, improved support, stronger technology, a more attractive culture and a future you can believe in.

For some candidates, that means joining a faster-growing RIA. For others, it means moving to a firm with better planning standards, a stronger client proposition, more flexibility, succession potential or a clearer route to leadership.

MAA Talent helps you assess the full picture before deciding whether a conversation is worth pursuing.

Candidate Process

How the candidate process works.

01

Register confidentially

Share your background, current role, location, areas of interest and what would make a move worth considering.

02

Initial conversation

We discuss your experience, goals, motivations and what you do or do not want from your next role.

03

Market matching

Where relevant, we identify firms and opportunities that align with your skills, values, ambitions and preferred direction.

04

Careful introduction

Your details are only shared with your agreement. We provide context before any introduction is made.

05

Support through the process

We support you through interviews, feedback, offer discussions and decision-making.

Candidate Areas

Current and future opportunity areas.

MAA Talent is building a specialist candidate community across the full wealth management ecosystem.

Adviser moves
RIA growth hiring
CPA wealth management expansion
Succession planning
Client service and operations
Compliance and risk
Marketing and growth
WealthTech sales and partnerships
Executive and leadership hiring
Investment and portfolio roles

Candidate Questions

Frequently asked questions.

Register confidentially with MAA Talent.

Tell us where you are now, what you are open to and what would make a future move worth considering.