You're good at financial planning for your clients,we're good at finding and integrating the right people for your team.

Let's both stick to what we're good at.

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"A human capital strategy almost supersedes every other strategy in the marketplace."

Mark Tibergien

"Your help with our last hire was a tremendous benefit to me."

David Lewis

"Our new hire is doing very well.  She is fitting in nicely, has been effective in taking over some existing relationships, and has started to market our firm to prospective clients.  Good job on the recommendation! " 

Morgan Stone, MBA, CFP®

"We really felt we needed someone to guide us through the process of hiring our first new planner. The team at New Planner Recruiting is exactly what we needed. They gave us good advice from the beginning and guided us throughout the process. We felt very comfortable working with them as demonstrated abundant experience throughout the process. They presented a number of candidates to us and were excellent in indicating who might be a good fit for us. That person has now started with us and we are delighted!"

Martin Hopkins, CFP®

"We made her an offer which she accepted and we can’t thank you enough…she’s special and we never would have found her on our own."

John Augenblick, MBA, CFP

"New Planner Recruiting is much more than your standard recruiting firm; Caleb and his colleagues are basically an extension of our organization.  As a result of the detailed diligence they performed on us, their knowledge of our industry, and the types of applicants they work with, they have been able to identify the right candidates for our firm with an extraordinarily high success rate.  The days of looking through hundreds of resumes, or knowing five minutes into an interview that the candidate is a poor fit, are thankfully gone.  Over the past two years, we have filled four positions with New Planner Recruiting, and most remarkably, we have yet to have an offer declined and all hires have been successful.  Thank you!"

Eric Sontag, CFA

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 Story Do You Have To Tell Prospective New Hires?

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Firm owners newsletter archive

Handling Candidate Disclosures

Throughout the years we have interviewed candidates who have wide ranging experience levels, and come from a variety of backgrounds. And we’ve seen first-hand how a wide breadth of candidates can make it challenging to decide which one to actually hire for your firm. Having your candidate(s) go through a structured screening process with interviews,...

New Planner Recruiting turned 10 Years Old!

Here at New Planner Recruiting, we recently celebrated our 10-year anniversary, and wanted to take a moment and thank you for your continued support over the years. We value the relationship we have with our clients, who have been an integral part of our success, have truly enjoyed serving you, and really appreciate the trust...

How to Stand Out

Am I Average? Ways to Stand Out as a Financial Planning Candidate.   While finding your dream firm and position is important, you ultimately must stand out to be recognized among the dozens of applicants. Although everyone brings a specific skill set and perspective to a role, resumes and cover letters often blend together for...

Hiring A Remote Planner

The lack of sufficient talent currently entering the financial planning profession is undeniable. This talent shortage can cause immense frustration among firms attempting to build a solid pipeline of qualified candidates to select from when they need to add a financial planner to their organization. Due to these challenges, paired with increased efficiency and effectiveness...

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.”

You'll learn...

» 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 attract rockstar hires that stay with your company

And much more!