Financial Services & Wealth Management
Hire LATAM talent for financial services & wealth management. Discreet, detail-oriented client service and back-office support, so your advisors spend their time with clients instead of paperwork.
- Works your time zone
- 8-stage vetting
Executive Assistants · typical annual cost
U.S. hire
$68,000
Lateam LATAM hire
$22,000
Save around 68%
What Financial Services & Wealth Management teams usually need help with
Advisors buried in admin
Scheduling, paperwork, CRM updates and follow-ups eat into the hours advisors should spend with clients.
Accuracy is not optional
Client data, reporting and compliance records have to be right every time, and the work needs care.
Analysis takes time no one has
Models, reports and reviews get pushed to evenings because there's no one to hand them to.
Roles Financial Services & Wealth Management teams hire most
Executive Assistants
Runs advisors' calendars, inbox and client meeting prep.
View role AdministrativeAccount Coordinators
Handles client requests, paperwork and follow-ups between meetings.
View role Accounting & FinanceFinancial Analysts
Builds models, portfolio reports and client review packs.
View role Accounting & FinanceFP&A Managers
Owns budgeting, forecasting and reporting for the firm.
View role Accounting & FinanceAccountants
Closes the books and keeps the firm's financials audit-ready.
View role HR & LegalCompliance Specialists
Maintains policies, records and evidence for reviews and audits.
View role TechnologyBusiness Analysts
Maps processes and data to make operations run cleaner.
View role AdministrativeAdministrative Assistants
Keeps files, records and the office running day to day.
View role MarketingMarketing Coordinators
Newsletters, events, seminars and content for client outreach.
View role AdministrativeData Entry Specialists
Keeps CRM and client records accurate and current.
View role Accounting & FinanceLoan Processors & Underwriting Analysts
Moves loan files through conditions, underwriting and closing.
View role Accounting & FinanceCollections Specialists
Follows up on past-due accounts and payment plans with care.
View role TechnologyData Analysts & BI Developers
Builds AUM, client and revenue reporting from your systems.
View role TechnologyCRM Administrators (Salesforce & HubSpot)
Keeps client records, workflows and reports clean in your CRM.
View roleTypical annual cost
Savings snapshot
Executive Assistants
Companies save around 68% per executive assistant — with no drop in seniority.
Account Coordinators
Companies save around 66% per account coordinator — with no drop in seniority.
Financial Analysts
Companies save around 65% per financial analyst — with no drop in seniority.
“We found our senior developer in under two weeks — the quality blew us away.” — Andrew W., Managing Partner
“Lateam did an excellent job helping us find new engineering talent.” — Tobias V., Founder
“It was easy, painless, and fast. We're very happy and will be back for more.” — Patrick C., CEO
“Zumba is incredibly grateful to Lateam for connecting us with top A-players.” — Alberto P., CEO
“We found our senior developer in under two weeks — the quality blew us away.” — Andrew W., Managing Partner
“Lateam did an excellent job helping us find new engineering talent.” — Tobias V., Founder
“It was easy, painless, and fast. We're very happy and will be back for more.” — Patrick C., CEO
“Zumba is incredibly grateful to Lateam for connecting us with top A-players.” — Alberto P., CEO
“The candidates presented were the highest quality we've seen from any firm.” — Kaitlyn W., Founder
“Our new EA has already been such a great addition to the team. Highly recommend.” — Adii P., Managing Partner
“Extremely happy with the entire experience, start to finish.” — Nik S., Founder
“Professional, supportive, and genuinely invested in finding the right fit.” — Rikisha M., CFO
“The candidates presented were the highest quality we've seen from any firm.” — Kaitlyn W., Founder
“Our new EA has already been such a great addition to the team. Highly recommend.” — Adii P., Managing Partner
“Extremely happy with the entire experience, start to finish.” — Nik S., Founder
“Professional, supportive, and genuinely invested in finding the right fit.” — Rikisha M., CFO
Every search is a custom search
We never pull resumes from a database or send you a list of “available” candidates. Each search is built from scratch, exclusively for your role.
We define the role with you
It starts with a deep dive into your business, your team, and what success in the role actually looks like — not a job description template.
We go find them
Our recruiters headhunt passive, working professionals across Latin America who match your role, your industry, and your time zone.
We vet every single one
C1/C2 English assessments, expert interviews, personality and skills testing, plus background and reference checks — before you ever see a name.
You meet the finalists only
You interview a shortlist of candidates who already cleared every bar. You choose, we handle the hire — with guaranteed replacement if it is not the right fit.
Hiring for Financial Services & Wealth Management, answered
Which roles do financial services firms hire most through Lateam?
Executive assistants, account coordinators and administrative support are the most common, followed by financial analysts, accountants and compliance roles.
Will candidates have financial services experience?
When the role calls for it, yes. If you need someone who knows your CRM, custodian workflows or compliance requirements, we headhunt for that experience specifically.
How fast can we hire?
We send a vetted shortlist in 7–10 days. Every finalist has passed English, skills, background and reference checks before you see them.
What does it cost?
It depends on the role and seniority. Each role page shows typical U.S. and LATAM annual costs, and companies save up to 80% compared with U.S. equivalents. The intro call is free.
Ready to build your Financial Services & Wealth Management team?
Book a free 20-minute intro call. We’ll scope the role and send a vetted shortlist within 7–10 days.