Looking for Your Next Team Member?

Our hiring services will help you find them.

View Open Positions
Post a DIY Job Listing
Classic Screening
Premier Screening

We help you find your next finance employee!

There’s no one right way to expand an internal finance department. Maybe you need a client service associate. Maybe you need a paraplanner or a new lead planner. Whatever virtual position you need to be filled, we’ll help you find the right person for the job.

The Simply Paraplanner job board and hiring team can connect you with:

Client Service Associates

Paraplanners

Associate Planners

Lead Planners

Directors of Financial Planning

Investment Analysts

Tax Planners

Directors of Operations

At Simply Paraplanner, we’re here to help your business grow.

As 100% virtual financial professionals ourselves, we understand your unique needs and can help you find the right fit for your firm.

Find a New Hire

Do It Yourself

You know exactly what you need and want to be involved in every aspect of finding and hiring your new hire. All you need is the right place to post your job listing. You’ve come to the right place!

Our DIY package allows you to:

Write your own job listing

Post your listing on our job board

Keep the listing live for 30 or 60 days

Access to our resume database

Screen and interview your own applicants

Make a hire!

Simply Paraplanner’s job board connects you to thousands of potential applicants.

You don’t have to waste time on other recruiting software platforms full of unqualified candidates. We’ll help you speed up the process by putting your job listing in front of the people you actually want to hire.

Post a Job

Classic Candidate Screening

You’ve found an applicant that may have the potential for great things, but you want to be sure they’re the right fit. After all, the last thing you want to do is hire the wrong person. We can help.

The Simply Paraplanner expert hiring team will:

Complete a skills assessment

Check references

Facilitate a Kolbe A Assessment

Run a background check

Provide you with a detailed candidate summary

Simply Paraplanner will help ensure you’ve found the right candidate.

We know what it takes to be successful in the financial industry. Our detailed, thorough screening will take the guesswork out of hiring.

Buy Now

Premier Job Search Tools

You know you need to hire a new employee, but you just don’t have the bandwidth to complete the entire process. You need someone you can trust to find the right person to grow your firm.

Our team of experts will:

Learn about your needs in a 1 hour discovery call

Create a customized job description

Promote your job on all of our channels

Interview applicants

Facilitate a Kolbe A assessment on the top candidate and the hiring manager

Complete a skills assessment

Run reference and background checks

Provide you with extensive notes and recommendations

Simply Paraplanner treats your hiring process as if it were our own.

We know how important it is for you to hire the right person. That’s why we offer a 90-day satisfaction guarantee once you’ve hired your new employee.

Schedule a Call

Meet Your Hiring Team

As working financial professionals ourselves, we know exactly how to connect you to the right applicants.

Erica Aversa

Hiring Coordinator

Tierra Dimond

Hiring Specialist

McKenzie Kleinhenz, CFP®

Hiring Specialist

Dustin Suttle, CFP®

Hiring Specialist

Find the Package That’s Right For You

We’re here to facilitate your entire hiring process for your next team member.

Do It Yourself

Starting at

$349

✔ Access to resume database

✔ Job listing posted to board

Buy Now

Classic Screening

Starting at

$500

✔ Skills assessment

✔ Reference & background check

✔ Kolbe Assessment

✔ Detailed candidate assessment

Buy Now

Premier Search

Starting at

$2500

upfront, $4000 at hire

✔ Reference & background check

✔ Kolbe Assessment

✔ Detailed candidate assessment

✔ 1-hour discovery call

✔ Customized job description

✔ Applicant interviews

✔ Kolbe assessment A for hiring manager

✔ 1 year portal membership (for new hire)

✔ 90-day guarantee

✔ Best practices and onboarding guide

Buy Now

Don’t Put Hiring Off Another Day

Simply Paraplanner will help you find the right person for the job.

Schedule a Call