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Comprehensive Recruiting

Sourcing and screening candidates can be time-consuming and take you away from the revenue generating activities you need to be focused on to grow.

Let us handle the recruitment process from start to finish with our comprehensive recruiting services so you can stay focused on what you do best; helping your clients and growing your business.

Paraplanner: Starts at $10,000 Associate Planner: Starts at $15,000 Lead Planner: Starts at $20,000
  • Pursuing CFP® Certification
  • Approx. 0-2 years of experience
  • Base compensation range approx. $45k-$65k
  • Technical financial planning support
  • Back and middle office support
  • Pre and post client meeting support
  • Approx. Role breakdown
    • 50% financial planning support
    • 50% client service/ operations
  • Have CFP® certification or passed CFP® exam
  • Approx. 1-3 years of experience
  • Base compensation $65k-$90k
  • 2nd chair planner - manages clients with lead planner supervision
  • Financial planning and relationship management support
  • Approx. Role breakdown:
    • 50% financial planning
    • 50% relationship management
  • CFP® Certification
  • 3+ years of experience
  • Base compensation $90k-$150k
  • 1st chair planner - manages clients
  • Can manage associates, paraplanners, and interns
  • Approx. Role breakdown:
    • 70% relationship management
    • 20% financial planning
    • 10% business development

The New Planner Recruiting Hiring AdvantageTM

is the process we take you through to find the best-fit hire for your organization.

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Find out more about our Comprehensive Recruiting Services

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