Audio Insights: 1. Questions new planners need to ask themselves to help shape their entry into the profession. 2. Some challenges often faced by new planners.   3. Several examples of questions new planners need to ask firm owners to help find a good fit.   4. Common benefits a new hire might receive when they join a financial planning firm.

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

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 as necessary to help you succeed in your new career

There is no cost or obligation for you to be added to our candidate database. If you would like to be added to our candidate database for possible placement, submit your resume to This e-mail address is being protected from spambots. You need JavaScript enabled to view it