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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.
In addition to recruiting, screening and placing future superstars in financial planning businesses, we also help with…
"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®
Occasionally, when we have a new client come on board, we receive questions
This month we continue with a few additional tips for the staff members
Whenever you hire a new employee, someone has to spend time training them on the intricacies
To advance the growth of financial planning and CFP certification