NEW PLANNER RECRUITING cuts out wasted time by giving you access to a large pool of qualified employers, rather than subjecting you to the tedium of applying to them one at a time.

"As an aspiring financial advisor with limited industry experience, Caleb really took the time to understand both my personal and technical skills. Throughout the recruiting process, I was able to identify my skill set and career goals. With Caleb’s expertise and knowledge in the financial planning industry, I was introduced to a firm that was a perfect fit for me. Thanks to New Planner Recruiting, I have landed a position as an Associate Financial Advisor at an incredible firm doing what I love. I couldn’t be more thankful to have been introduced to New Planner Recruiting!"

Logan Ross

"New Planner Recruiting did a great job facilitating the recruiting process. I found it especially helpful to work with a recruiter who specializes and has experience in the financial planning industry. Caleb and his team are an excellent source for candidates to discuss career goals and insure expectations for a new position are aligned."

Allison Palmer

"New Planner Recruiting process was thorough and eye-opening. I was able to understand my strengths and weaknesses better, which gave me confidence and a foundation for my own personal action plan. Caleb's expertise and experience matched me with a great company where I feel connected and identified with the company's culture and values. I cannot thank you enough for all the help and support throughout this process."

Juan Guevara

"I first met Caleb a few years ago while finishing my CFP courses. When I was ready to fully change careers in 2015, he was my first call. Not only did he remember me, he secured me an interview within a week. That interview turned into my new career, and I am deeply grateful for New Planner Recruiting’s expertise and guidance during one of the biggest transitions of my life."

Tiffiny Dimel

"I wanted to reach out and let you know that I have signed an offer letter from.... After meeting with a few members of their management team, I am certain that they are a perfect fit. I wanted to thank you, personally, as our initial phone call really helped me to understand the financial industry within Northern Virginia and what I was looking for in a firm. Also your critiques of my writing exercise were integral in my securing the offer..." 

K. Summer

"The staff at New Planner Recruiting provided feedback that was very helpful and much appreciated. My experience working with New Planner Recruiting has been excellent and look forward to future interactions." 

J. Hobbs

"Thank you for your professionalism. I've talked to a lot of recruiters, head hunters, HR, etc., and I really appreciate your prompt replies and transparency."

Thomas Bauer

What candidates do we work with?

  • Has, or is pursuing CFP® certification
  • Top 10% in capabilities, top 1% in effort
  • Demonstrated passion for the financial planning profession
  • Commitment to a career in financial planning
  • Takes a No Job is Beneath Them Mentality
  • Above average sense of urgency
  • Life-long learner

What firms do we work with?

  • Firms that are serious about financial planning
  • Offering salaried, non-sales, support type positons that can grow into more
  • Has reasonable expectations for new hires
  • Career track options
  • Growing revenue and client base
  • Culture of collaboration and mentorship
  • Utilize technology

What type of candidate are you?



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:

  • Educating you on the transition from student to professional
  • Helping you pass the CFP® exam
  • Tips on improving your resume
  • Facilitating and coaching you on the interview process
  • Assist and educate in developing reasonable compensation expectations
  • Discuss possible career tracks available for you
  • Communicating/relaying firm owners expectations
  • Coaching you on tips for working with firm owners
    (Baby boomers and Gen X)
  • Other tools necessary to help you succeed in your new career


We invite you to apply to our job openings below. Keep in mind, though, that our clients have outsourced the hiring to us and do not want to be contacted directly, so they remain anonymous, most of the time, until a candidate is deemed by one of our professionals to be a preliminary fit for the position.

View all job opportunities



We’re offering a $3,000 scholarship to an aspiring or current financial planning student, who has yet to complete all of the courses necessary to sit for the CFP® exam. Deadline for 2021 application submissions is December 1, 2021.

View more details


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Don't see a career opportunity near you? Submit your resume and location preference(s) to In the meantime, we invite you to sign up for our monthly candidate newsletter for hiring and career success tips as well as featured job listings.