Financial Advisor Placement Experts
Zaum & Associates is a world class recruiting and consulting company catering to Financial Advisors and Financial Services firms nationwide. We have successfully placed over a billion dollars in assets at new firms across the country. When contemplating a transition to a new firm. We should be your first call!
Business Consultation
We want to learn more about your business to begin the process.
Review Options
Let's talk about new opportunities at a new firm and which would be the best for you and your clients.
Deep Dive
After setting up initial first meetings with prospective firms. We will then start the process of elimination.
Selecting a New Firm
After careful deliberation you find a new firm with a perfect fit. This can take years or in some cases a matter of days. It doesn't matter to us because we will be your advocate every step of the process.
Are you looking to explore your options?
Zaum & Associates is here for you. We make taking a look at what the other firms have to offer a simple process. We take a tailored approach to finding you a firm. We want to know more about you to help find a perfect fit for you and your clients.
Get In Touch
Contact Info
320 Gold Ave
SW STE 620
Albuquerque, NM
87102
469 529 8968
E: info@zaumrec.com
Mon-Fri: 7 AM to 5 PM