Select a Plan


DIY Job Listing

  • Post 1 Job Listing
  • Edit Your Job Listing
  • View Resumes
  • Contact Paraplanners
  • Job Listing Expires In 30 Days
  • **Must be a virtual job**
Get Started


Premier Screening

Need more help? Let us do the heavy lifting for you. Our team will handcraft a compelling job description for your firm, promote your job listing, screen your candidates and present to you the top 3 candidates for your firm.

**Must be a virtual job**

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Guided Hiring

  • Handcrafted Job description
  • Customized Candidate Questionnaire and Resources to Screen Your Candidates
  • 1-Hour Debrief Call to Discuss Top Candidates
  • **Must be a virtual job**
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What Our Clients Say

A Few of Our Happy Advisors

Tasks That A Paraplanner Can Take On

Preparation of Financial Plans

Advanced Analyses and Projections

Client Meeting Notes



Client Onboarding