Don’t want to do it alone? Let us help! Our team will handcraft a compelling job description for your firm, promote your job listing, screen your applicants and present to you a detailed summary of your top 3 candidates. Hiring has never been !easier
$249.00 for 1 job for 30 days
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$349.00 for 1 job for 60 days
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Job Listing Expires In 60 Days
Hiring your first employee can be very scary and could be very disruptive to your financial planning practice. But it doesn’t have to be. By working… Read more “Shawn Tydlaska”
I received 33 applications in a week and Alex was able to review all them and narrow down the list to 7 quality candidates who I… Read more “Sophia Bera”
Alex presented me with some superb candidates. She briefed both them and me very well – I found the “Candidate Summary” for each client extremely insightful… Read more “Richard Taylor”
As a financial planner, your job revolves around your clients. It’s part of your role—and it’s simply what you do. In an ideal world, you’d spend the majority of your time working closely with your clients, face to face. Unfortunately, this isn’t an ideal world. When it comes to time management for financial advisors, the
Note: This blog is part of our series on paraplanners. If you haven’t already read our first blogs, be sure to check them out! The digital nomad population is pretty much booming these days. One Gallup survey found that the number of people who work remotely 4-5 days a week rose from 24% to 31%
So, you’ve finally decided…you’re going to become a paraplanner. Congrats! It’s true that paraplanning can sometimes be a challenging career choice—but you’re into the heavy research. You get a kick out of the in-depth analysis. And most of all, you love that you get to help clients make informed decisions and figure out how to
