Building the best Wealth Management Teams in California

Roklyn is a boutique recruiting firm specializing in placing Financial Advisors, Financial Planners, and Support Staff at your firm.

LocationSpecific

Exclusive to the California Market

Roklyn serves wealth management firms in California. Our connections run deeper because of the specialized focus on one location. We place both local and remote candidates for California Firms.

What Our Clients Say

Morton Weath

I’ve worked with Darci for multiple years, not only does she have a great feel for types of personalities that will fit in with our culture at Morton, but she is also willing to give feedback about our roles/postings if she doesn’t think it will attract the type of candidates we are looking for. I am always happy to trust Darci with our openings and she truly feels like an extension of our team! One of the biggest challenges in hiring is finding candidates that fit your organizational culture, but if you’re working with Roklyn you can be confident you will find that fit!

Director of Operations, Morton Wealth
Corvus Wealth Advisors

Using Darci was unquestionably the smartest choice we made to address our firm’s staffing needs. Throughout the entire journey, Darci flawlessly orchestrated the process with her proactive communication, identifying exceptional candidates, conducting thorough prescreening, aiding us in designing an enticing offer to secure an outstanding candidate, and consistently following up after the hire. If you seek a professional who can streamline your hiring process and ensure your latest addition aligns seamlessly with both skills and culture, do not hesitate to partner with Roklyn Consulting.

Director of Operations, Corvus Wealth Advisors
Partner, San Francisco, CA

I’ve had the pleasure of working with Darci on multiple searches for our Firm. She always goes above and beyond to understand our culture and only sends qualified, and vetted, candidates our way. I will always recommend Roklyn Consulting when I hear of firms looking to hire and expand their teams.

Partner, San Francisco, CA
Financial Advisor, Los Angeles, CA

Darci was able to connect me with a company that aligned with my values, my personality, and my preferred geography, a combination I did not think was possible. I couldn’t be happier with Darci’s precision and professionalism. She is well-connected and knows how to make you stand out above the crowd.

Financial Advisor, Los Angeles, CA

ChoosingUs

Because this is our market

This is all we do. There is no division of attention. Roklyn’s sole focus is building the best wealth management teams in California.