Looking for Your Next Team Member?

Our hiring services will help you find them.

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


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.

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.

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.

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


Access to resume database

Job listing posted to board

Classic Screening

Starting at


Skills assessment

Referemce & background check

Kolbe Assessment

Detailed candidate assessment

Premier Search

Starting at


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

Don’t Put Hiring Off Another Day

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