Looking for your next hire?

We help fill all types of virtual financial services roles

Client Services Associate

Paraplanner

Director of Operations

Associate Planner

Lead Planner

Director of Financial Planning

Meet Your Hiring Team

Cooper Grady, CFP®
Director of Hiring

Erica Aversa
Hiring Coordinator

Tierra Dimond
Hiring Specialist

Brody Luebkeman, MSFP
Hiring Specialist

Select Your Package

DIY

$349+

Just as the name implies, this is a do-it-yourself job posting, allowing you to leverage Simply Paraplanner's marketing and candidate database.

  • Create your job description
  • Post on our job board
  • Access our network of virtual paraplanners
  • Review resumes
  • Conduct your own interviews
  • Job will remain active for 30 days

Post a DIY Job Now

Classic Screening

$500

Already have a candidate in mind? Our team will screen your candidate and provide you with a detailed candidate summary.

  • Skills assessment
  • Reference Checks
  • Kolbe Assessment
  • Background Check

Purchase Here

Premier Search

$6500

Looking for more? Let our Team handle almost everything for you. Our Premier package includes:

  • 1 Hour Discovery Call
  • Customized job description
  • Promotion of your job description through all of our channels
  • Kolbe A assessment for hiring advisor & top candidate
  • Candidate interviews
  • Customized skills assessment
  • Reference checks
  • Background checks
  • 1-year portal membership for new hire ($349 value)
  • 90-day satisfaction guarantee

Interested in our Premier Screening Package?

Frequently Asked Questions

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Select a Package that Suits Your Needs

BASIC

$4500

Need Some Assistance Finding The Perfect Candidate? Let Team Simply Paraplanner Help!

  • 1-Hour Discovery Call
  • Customized Job Listing Written by Team Simply Paraplanner
  • Customized Candidate Questionnaire
  • Review & Analysis of Questionnaire Responses
  • Candidate Phone Screens
  • Best Practices & Onboarding Guide
  • Detailed Candidate Summaries for Top 3 Candidates
  • 1 Hour debrief Call
  • 30-Day Satisfaction Guarantee

PREMIER SEARCH

$6500

Looking For More? Let Team Simply Paraplanner Handle Almost Everthing For You.

  • 1-Hour Discovery Call
  • Customized Job Listing Written by Team Simply Paraplanner
  • Customized Candidate Questionnaire
  • Review & Analysis of Questionnaire Responses
  • Candidate Phone Screens
  • Best Practices & Onboarding Guide
  • Detailed Candidate Summaries for Top 3 Candidates
  • Customized Skills Assessment
  • Reference & Background Checks
  • Kolbe A Assessment For Hiring Advisor
  • Kolbe A Assessment For Top Candidates
  • Zoom Video Interview of Candidates
  • Detailed candidate Summaries For Top 3 Candidates
  • Additional Social Media Promotion
  • 1 Year Paraplanner Portal Membership for New Hire ($349 Value)
  • 1 Hour debrief Call
  • 90-Day Satisfaction Guarantee

CLASSIC SCREENING

$500

Already have a candidate in mind? We will use our screening tools on your candidate and provide a full summary.

PREMIER SEARCH

$6500

Looking for more? Let Team Simply paraplanner handle almost everything for you.

1-Hour Discovery Call
Customized Job Listing Written by Team Simply Paraplanner
Candidate Interviews
Best Practices and Onboarding Guide
Detailed Candidate Summary
Kolbe Assessment for Hiring Advisor
Kolbe Assessment for Candidate
Skills Assessment
Reference & Background Checks
1 Year Portal Membership for New Hire ($349 Value)
90-Day Satisfaction Guarantee

Interested in our Classic or Premier Screening Packages?

D.I.Y

$349+

Would you prefer to be more hands-on? Our "Do It Yourself" job listing may be what you're looking for. Get access to our network of virtual paraplanners. You create your job listing, post it to our job board, screen your own candidates and hire a virtual paraplanner. Job listing remains live for 30 days.

What Our Clients Have to Say