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.
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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
Testimonial
"I had an overwhelmingly positive experience with Caleb and New Planner Recruiting. Navigating the hiring process is such a difficult experience for not only new planners trying to find the right opportunity, but also for firms looking for the ideal candidate. NPR provided me with an opportunity to interview for a position that would normally be reserved for people who were connected to the firm and would hear about the position by either word-of-mouth or a recommendation." Read More
Steve H.
Placed Philadelphia, PA 2011
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