Now that you have your finalists, are you having trouble deciding which candidate to hire? Let us help! Due to popular demand, we now offer standalone screening services for your new financial planner hires. We will handle the time consuming back office legwork to thoroughly screen your candidate. Send your finalists through our intensive recruiting process and receive an objective summary for each one for comparison.
If you would like to engage us for our comprehensive sourcing, screening, and hiring process for your next new planner job opening, click here.
Once you have made your product selection and completed the payment process, please email the full name and email address of the candidates who New Planner Recruiting, LLC will be screening to firstname.lastname@example.org. We will then reach out to the candidate and begin the screening process and send you the Summary Report once the candidate completes the process.
If you prefer to pay by check, payments should be made out to New Planner Recruiting, LLC and mailed to 1860 Barnett Shoals Rd Suite 103 PMB 445 Athens GA 30605.
Learn the ins-and-outs of recruiting, hiring, and training talent.
Check out our recently-released 9-part course, “Building Your Dream Team: Recruiting, Hiring, and Retaining Talent in Financial Planning.”
» How the financial planning industry is changing, and how that impacts your hiring lifecycle
» Our process for recruiting
» How to correctly make an offer to applicants
» How to get rockstar hires that stay with your company