Terrana Group - Business Agreement

SOLUTION FOCUSED FINANCIAL THINKING

TERRANA GROUP is the premier recruiting and consulting company for Advisors and Financial Services firms. We are proud to report that for over 31 years, TERRANA GROUP has been involved in over 3000 professional placements for Financial Advisors with client assets transferring to the hiring firm exceeding nearly $100 billion dollars. As nationally recognized Business Development Consultants, Recruiters and Transition Specialists including Succession and M&A, we serve Broker Dealers, Custodians, RIAs and Advisors throughout the Financial Services industry and Wall Street brokerages.

We are proud to always be considered as a great asset by our clients because of our proven expertise, many years of knowledge, and acute attention to detail. Wealth management firms across the nation have been calling on TERRANA GROUP for over three decades.We are strategic and straightforward in our process. Simply stated, we provide high quality collaborative Business Development Consulting and Recruiting for Investment Securities Professionals. Financial Advisor Recruiting firms are not all created equal; we guarantee that the TG experience for clients and candidates is always world class.

Who We Are   

TG Mission: A Commitment to Excellence

TG’s financial advisor search consultants are focused on effectively matching the best candidates with specific skills sets to fill the needs of our client firms. Our financial advisor candidates are vetted for our clients to be an ideal fit depending on their professional experience, as well as their ability to fill leaderships roles. Our financial services recruiters thoroughly know our candidates beyond their profile to ensure that the match makes sense and everyone involved receives a professional experience, value added and resultant positive growth.

What We Do   

Complete Communication Throughout Representation

It’s vital for success that each step of Financial Services Recruiting is handled with complete communication. We pre-screen each candidate and keep everyone informed throughout the financial advisor recruiting process to ensure smooth and successful representation. We understand the financial services marketplace, and apply that knowledge in each and every step we take.

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Note From The President and CEO

My name is Michael Terrana, President & CEO of TERRANA GROUP headquartered in Chicago, Illinois. I started my business over 31 years ago having one main goal in mind: As a former Financial Advisor and leader at a major wirehouse, I wanted to share my passion, knowledge, and experience with other Advisors and open them up to valuable insights about the financial services marketplace. Let’s talk Independence vs. Employee models as well as the dynamic brokerage firms and their culture, including the competitive transition compensation available. I am committed to guide Advisors from inception through on-boarding to the greatest benefit for their practices, while being mindful of boundless growth both professionally and personally as their consultant and coach.

Meet Our Team   

In-Depth Understanding of Stock Broker Jobs

We specialize in stock broker jobs and keep our methods straightforward and simple. Our mission is to ensure a win-win situation for clients and candidates, as well as build and maintain positive relationships. As Chicago stockbroker recruiters we’re dedicated to results and work hard to ensure that each step we take is productive and strategically planned. We take the time to listen and speak with each candidate and learn about them personally and professionally to ensure we highlight and bring the best opportunities to them.

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Financial Advisor Jobs and Guidance

We know how important communication and negotiation skills are for a successful head hunter. Chicago candidates and clients have been impressed by our abilities to productively get them better financial advisor jobs. Because our financial advisor recruiters are skilled at building solid relationships with industry leaders, you’ll have more opportunities to work for firms that you’ve always dreamed of, and our clients will get someone that is committed to their success as well. Don’t hesitate to call an expert financial advisor recruiter to make the difference in your career and company.

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“I have worked with Michael Terrana since 2009. Michael and his team have produced tremendous results. Michael is clearly an expert in the financial services industry and that expertise translates into timely results. Above all, Michael is a true gentleman and a professional. Michael has not only contributed to the success of our organization, but he has become a true friend in the process. I highly recommend Michael Terrana and the entire Terrana Group for their professionalism and their ability.”

John Moran, RBC Wealth Management

“Mike is a very competent, professional fellow. He has great drive, focus, and the desire to get the search completed thoroughly. I would recommend him to any company looking to engage a search firm.”

Jack Hillon, President, ComPeople Source, Inc.

“I just started working with the Terrana Group in 2011 and they have been filling my calendar with high quality recruit leads ever since. They are very responsive and professional. I look forward to a long lasting mutually beneficial partnership.”

Mike R., Vice President, Branch Manager, Morgan Stanley Smith Barney

“Michael is very unique. He deeply understands his business and his customers’ business. I have come to know Michael as a man I can trust. I can always count on him to listen to my ideas and give me a fresh perspective like no one else can.”

Jeffrey L. Narcisi, CFO, Orange Crush, LLC

“Michael and the team he has built are great to work with. Everyone is professional, thorough, responsive, and knowledgeable to the constant changes within our industry.”

Christopher K. Lutzel, AIG Financial Advisors

“Michael Terrana and his group of recruiting professionals are a very stable firm; the same folks I first spoke to four years ago are still there today.”

John Donovan, Raymond James Financial Services

“In all the time that I worked with Michael I consistently found him to be genuinely concerned for the well-being of his clients as well as the firms for whom he was recruiting. This integrity combined with his knowledge and business acumen in the financial professional placement field led to a virtual unanimity of satisfaction not only for the clients he placed, but also for the firms in which he placed clients. I would strongly encourage anyone seeking such services to work with Michael.”

Patrick Roberts, Owner, Three Flat Entertainment

“I have known Michael on a personal level for many years and seen his dedication to family and profession. Michael is a leader with passion, enthusiasm, perseverance and is effective in what he does to attain results that are pure and of the highest quality.”

Sam S. Marino, Jr, National Director of Sales, MICE North America

“With over 20 years of experience, Michael has learned the ins and outs of the investment recruiting field. Even though he is a very results-driven CEO, he strives to develop and enhance relationships that benefit a person’s best interest. He is a pleasure to work with and does everything in his power to make his employees, customers and partners feel like a part of his family. I encourage investment professionals to seek out Michael’s services for placement opportunities.”

Bogdan Mathias, Independent Consultant, Mathias Inc.

“Michael’s reputation in his industry is top notch. Michael presents the candidate with options so that the candidate and not the recruiter is driving the process. Michael will get the candidate the right fit and not leave any money ‘on the table.’ I have found that other recruiters are seldom able to do both for their candidates.”

Andrew May, Hinshaw & Culbertson LLP

“Michael and I met back in 1994 when he successfully helped me move my $1MM plus business to a Wall Street Boutique firm. Michael truly is ‘the professional’s professional’. Michael has opened my eyes to opportunities in the industry that I would not have learned on my own. He has strong relationships across the financial industry and completely understands what his clients and candidates are looking for while representing their best interests in front of his own. I view Michael more so as my agent. He is the best in this business!”

Chris Plechy, Senior Vice President | Financial Advisor, Florham Park, NJ

‘In my time at Terrana Group, I greatly valued Michael’s expertise in learning how to develop successful relationships. I very much consider him a mentor when it comes to knowing how to assert yourself in complex relationships with a variety of high profile, national clients. I plan on carrying those skills with me the remainder of my career.’

Chris Kelsch, former TERRANA GROUP Vice President

“Michael Terrana and Mark Eskridge go above and beyond what I would expect from a recruiter. These guys are experts at understanding the people side of this business while keeping their eye on the ball in terms of execution and getting win-win results. It was great working with both of you!”

Dave Balmelli, VP Marketing at Northern Trust Global Investments

“Michael is a recruiter that you want to work with if you want to move your career to the next level. His knowledge and guidance throughout the recruiting process as well as his personal touch deliver great results. In a few words, he got the job done efficiently, timely and attained the win for all. I highly recommend Michael and his team.”

Scott H., Vice President, UBS Wealth Management

“Michael and I worked together in determining the right career path for me. For over a decade, our mutual conclusion was I should stay at my existing firm. When the time was right to leave Michael negotiated a great package with extras other Advisors do not normally receive. Michael’s interest in doing right for me, led to the lowest per hour fee he may ever receive. His integrity in making the process about my happiness and success is why I recommend Michael to all of my friends and colleagues.”

Richard Freedman, First Vice President - Investments, UBS Financial Services Inc.

JOIN THE TEAM. APPLY NOW.

At TERRANA GROUP we are experts in recruiting and consulting for investment securities professionals. Over our 31+ years, we have built strong relationships with key decision makers at all of the most acclaimed financial firms. We provide the over-all know how of interpreting the financial services marketplace, whether your preference is a wirehouse, regional, boutique, independent broker-dealer, bank brokerage or asset management firm. Whether you are a client or a candidate, we have the infrastructure to provide you with countless contacts, start to finish support, and specific presentation and negotiation skills to result in a complete placement.

CONTACT

118 North Clinton Street,
Suite 375,
Chicago, IL 60661
Phone: 1.312.655.8380
Email: TG-Introductions@terranagroup.com