Our firm specializes in placing students enrolled in CFP Board registered programs within financial planning firms for entry level full-time professional positions. Our mission is to help financial planning business owners leverage their time by finding, selecting, and securing quality talent to help them grow, and to ensure that quality new financial planners are able to find employment that fits their unique talents and skills, in pursuit of securing mutual success for the business owner and new planner.

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. We operate on a flat fee arrangement which reduces conflicts that are associated with the % of 1st year's salary that most head hunters typically charge.