Audio Insights: 1. Discussing the importance of job descriptions in hiring. 2. Cautioning firm owners about blindly adhering to pre-established time frames when promoting new planners.  3. Providing insight on most firm owners outlook on talent.

Small, Highly Specialized Niche

We are different than existing financial recruiting companies that focus solely on higher level positions. We only place entry level professional positions.

Work Directly With a Partner of NPR

You will receive individualized attention as we are focused on placing quality candidates in positions in which they will flourish long term.

Partners Are CFP® Certificants and Practicing Financial Planners

Both partners entered the profession in a bear market before there were any career tracks and are committed to the growth and continuance of the profession. Both are passionate about career development and have been actively involved in helping shape how new planners enter the industry.  Plus we are good at hiring the right person to fit the job you really need done, so you can increase the success of your firm.

Industry Experts In Career Development

See credentials in the bio sections. Partners have held, hired and managed the entry level financial planner position throughout their careers. 

Access To Existing Pre-Screened Candidate Database

We have already done all the legwork for you. Leverage your time, by leveraging us.

Flat Fee Engagement

We are not a web clearinghouse nor are we a mark and move head hunter firm where quick transactions often leave the client with just a warm body, not necessarily a good fit, and the head hunter a big commission. Furthermore this fee structure reduces conflicts that are associated with % of 1st year’s salary that most head hunters charge.

Career Satisfaction

Because the founders thoroughly enjoy what they do and feel you should too, their services provide you the opportunity to focus on financial planning for your clients, not playing the hiring manager role you don't want to.