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FIRM OWNERS

So you want to hire a new financial planner? Let us do what we do best so you can do what you do best. We are the industry experts in hiring to reduce headaches, hassles, and turnover for you and your business.

  • Not sure what you need in a new financial planner or where to find the “good” ones?
  • Tired of sifting through multitudes of resumes?
  • Frustrated with lack of quality applicants?
  • Not sure if you have the right cultural, cognitive, conative, technical, and affective fit in your new planner?

Let us help you find your next financial planner today!

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ASPIRING PLANNERS

Looking for a career in financial planning? We help new planners get started off on the right step towards a successful career path by placing them in a position and a firm that is the right fit based on their skill set and career goals.

  • Do you know what type of firm you are best suited for?
  • Unsure about what licensing and designations you need?
  • Are you frustrated because you can’t seem to find a good fit?
  • Not sure what questions to ask potential employers?

In addition to recruiting, screening and placing future superstars in financial planning businesses, we also help with…

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Testimonials

  • "Thank you for your assistance with finding our firm a Financial Planning Analyst. Your service saved us time by pre-screening the candidates. Every applicant you forwarded to us was a qualified contender for the position. I feel the fee we paid you was money well spent. I was smiling when I wrote the check!"
    Rick Kahler, CFP®



FROM OUR BLOG

07
Jul
Training the Trainers Part 1 of 2

Whenever you hire a new employee, someone has to spend time training them on the intricacies

26
Jun
New Planner Recruiting Announces Inaugural Winners Of CFP Exam Scholarship

To advance the growth of financial planning and CFP certification

04
Jun
Retaining Your New Hire

In this month’s post, we will look at some ways to RETAIN your recent new hire.

05
May
Navigating a Multiple Offer Environment

If you are seeking to hire new talent for your firm, chances are you are not the only one

02
Apr
Financial Planning a Career of Choice

In last month’s post, I shared some recent comments that I received from college students

17
Mar
New Planner Recruiting Launches National CFP® Exam Fee Scholarship Program

New Scholarship Awards will be available annually for three candidates