Financial Services

At JK Exec, we know that every financial services organization has unique personnel needs from niche technical training to customer service and sales skills. Our people-first approach coupled with our financial services experience will help us connect you with the right candidates and build long-lasting partnerships. 

Recent Searches:

  • Private Wealth Management Firms
  • Banking and Investment Firms
  • Public Accounting

what our clients are saying

“Our firm has used search firms in the past, far and away Jill and her team provided the best experience and the best results. I cannot say enough about their stewardship and their process – plainly it was top shelf from start to finish. From the initial discovery meeting through and post placement there was regular reports and conversations that proved valuable as we narrow the candidate pool. Plainly, we felt like they owned the task and they cared deeply about pairing our firm with the right candidate, not just the person that could fill the position.”
William J. Prentice II
Managing Partner at Prentice Wealth Management LLC. 

JK Exec worked with Bill in June 2020 to place a new relationship manager with the firm. This was JK Exec’s first time working with Prentice Wealth Management, and we’re looking forward to connecting the firm with additional talent going forward.

We find, evaluate and place candidates in critical roles through a proven search process.

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