7 seconds That’s how much time the average recruiter spends looking at a resume. Does yours stand out? Or is it going straight to the noRead more “6 Ways to Make Your Financial Planning Resume Stand Out”

Find virtual support to help you grow your business without expanding your office
Do You Know How A Paraplanner Can Help You?HERE’S HOW
Take a look at our current stats to see how many paraplanners we have looking for a virtual position and how many companies have found new hires!
Sort, filter and bookmark your favorite resumes. Whether you’re looking for an AFC, CFP® or CPA to join your firm virtually, we’ve got you covered
Sort, filter and bookmark your favorite resumes. Whether you’re looking for an AFC, CFP® or CPA to join your firm virtually, we’ve got you covered.
Handcrafted job description
Candidate interviews
Skills assessment
Reference checks
Background checks
Kolbe A assessment for hiring advisor & top candidate
1-year portal membership for new hire ($349 value)
Flat fee based on experience level seeking
90-day satisfaction guarantee
Find top talent from across the country. Simply Paraplanner helps companies hire for both 1099 and W2 positions. Post a job to find outsourced support for your Part-time or full-time needs
Find top talent from across the country. Simply Paraplanner helps companies hire for both 1099 and W2 positions. Post a job to find outsourced support for your part-time or full-time needs.
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!
We will definitely use Cooper and Simply Paraplanner again for our next hire. Our firm had grown rapidly which left us short-staffed. We needed to hire another financial… Read more “Rick Valenzi”
I had a wonderful experience working with Simply Paraplanner to help me find the right person to join my team. From start to finish, the process… Read more “Michael Lecours”
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”
7 seconds That’s how much time the average recruiter spends looking at a resume. Does yours stand out? Or is it going straight to the noRead more “6 Ways to Make Your Financial Planning Resume Stand Out”
We’re in the virtual business of growing financial planning firms. We are financial advisors. Business owners. And former paraplanners. And what else are we? We areRead more “The Greatest Thing Our Virtual Company Did In 2022”
Whether you’ve just completed your degree, started your journey towards the CFP designation, or recently decided to make a career switch, you’ve ultimately decided that financialRead more “Landing Your First Paraplanning Internship”