Finance & Banking · AI CV Screening · 50 free scans

Fill wealth management roles 3× faster with AI

Hirecise ranks wealth manager CVs by AUM managed, client acquisition track record, and described licensing — shortlist in under 5 minutes.

 No credit card required 50 free scans included Cancel anytime

From $197/month · Cancel anytime

5 min
Typical time to a ranked shortlist
0–100
AI fit score, every CV
8
Finance & banking roles covered
The Challenge

Advisor hiring lives or dies on numbers that are easy to inflate

AUM figures and client-growth numbers are the core of every advisor resume, but they're self-reported and vary in how they're presented. Comparing candidates fairly, and flagging figures that need verification, takes careful, consistent reading across every applicant.

How Hirecise solves it — Wealth Manager / Financial Advisor Hiring
AUM figures extracted and presented clearly for recruiter comparison and follow-up verification
Client acquisition and retention track record scored from described results, not just claimed totals
Book of business transferability signals (portable relationships versus firm-owned accounts) surfaced when described
200 advisor CVs ranked in under 5 minutes
Licensing mentions (Series 7, 63, 65, 66, CFP) detected and shown for recruiter review
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How It Works

From job post to shortlist in 4 steps

No integrations, no setup calls. Post, collect, score, hire.

01

Post your finance or banking role

Describe the role, industry focus, and required experience. Hirecise sets scoring criteria automatically.

02

Candidates upload their CVs

Share your Hirecise application link on any job board. CVs are ingested the moment they arrive.

03

AI scores every candidate

Each CV gets a 0–100 match score weighted by role fit, modeling depth, and industry signals.

04

Receive ranked shortlist

Your top candidates delivered in minutes. Interview the best first, before they take another offer.

We're new, and that works in your favour.

Hirecise is early. That means you get founder pricing, direct access to the person who built it, and a real say in what gets built next.

FAQ

Questions about wealth manager / financial advisor hiring

No. Hirecise extracts and surfaces AUM figures and license mentions exactly as stated on the CV for recruiter review — it does not independently verify these against FINRA BrokerCheck or other regulatory databases. That verification remains part of your standard hiring and compliance process.
Hirecise surfaces language suggesting portability — direct client relationships, personal referral sources — when the CV describes it, but portability ultimately depends on contractual and firm-specific factors that go beyond what any CV can confirm.
Yes. Specify the license your role requires and Hirecise flags candidates whose CV mentions that credential for recruiter follow-up.
Yes. Every Hirecise account starts with 50 free candidate scans — no credit card required. You can screen your first batch of CVs and see the ranked shortlist before deciding to upgrade.
Yes. Plans are billed monthly, or annually at a discount, with no long-term contract — cancel anytime from your billing settings.
Start screening wealth manager / financial advisor hiring candidates today

Your ranked shortlist is
5 minutes away.

50 free scans. No credit card. Cancel anytime.

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Screen Wealth Manager CVs today
50 free scans · No card
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