The Strategic Implementer
Teaming up with Financial Advisors to help them Master the Art of a Self-Running Firm and Take Control of their Time
Strategic Planning & Hiring Assistance for Financial Advisors
“Great companies, large and small, rise or fall because of their talent; the more high performers on your team, the more successful your organization will be. ” — Brad Smart – Topgrading
Our Process
We work with advisors to hire top-notch personnel for their firms. We have a proven process to help you hire right the first time.
- Helping you define the position
- Writing an ad to attract the outstanding candidates you are seeking
- Posting the ad using our hiring platform – a platform which posts it to over 100+ job boards
- Culling through the resumes, saving you countless hours
- Conducting 15-30 minute phone interviews with qualified candidates
- Having qualified candidates fill out our career history form which provides us additional information
- Sending you only the top candidates to interview in person
- Writing the offer letter and assisting with a training schedule as needed
Watch Our Video Series on Common Hiring Issues – The Hiring Range
Hear Rachael Bellah, the COO of Wade Financial Advisory talk about what A-players has meant to her firm
Hiring Fees as of January 2021
Little or no experience (open to someone with little experience) – $5,000
Industry Experience – 2+ years – $6,000
No experience – career changer – $5,500
Experience 2+ years – $7,000
No experience – right out of the program OR career changer – $8,000
2 to 7 years of experience – $9,000
7+ years of experience – $12,000
Less than 3 years of experience – $8,000
3+ years of experience – $11,000
2 to 5 years of experience – $12,000
5+ years of experience – $15,000
1 to 5 years of experience – $7,500
5+ years of experience (CFA) – $10,000
Our Placements
Client Administrative Associate – The Woodlands, TX
Client Service Associate – Campbell, CA
Financial Planning Resident Intern – Edina, MN
Client Service Associate – Glassboro, NJ
Client Service Associate – Edina, MN
Portfolio Management Associate – Orlando, FL
Administrative Assistant/CSR – Melville, NY
Associate Advisor (2) – Campbell, CA
Chief Operating Officer – Houston, TX
Chief Operating Officer – Melville, NY
Client Services Associate – Atlanta, GA
Client Service Associate – Bellevue, WA
Client Service Associate – Melville, NY
Client Service Associate – Spartanburg, SC
Client Service Associate – Windham, NH
Client Service Associate – Hampton, NH
Customer Care Specialist/Admin – Smithtown, NY
Customer Service Associates (hired two for client) – Bellevue, WA
Portfolio Management Specialist – Jacksonville, FL
Financial Planning Resident – Campbell, CA
Associate Financial Planner – Wilmington, DE
Associate Financial Advisor – Campbell, CA
Client Administrative Associate – The Woodlands, TX
Financial Client Service / Operations Associate – Windham, NH
Associate Advisor – Hampton, NH
Customer Service/Administrative Assistant – Raleigh, NC
Customer Service Associate – Bohemia, NY
Director of First Impressions – Campbell, CA
Director of First Impressions – Lancaster, PA
Investment Strategist & Research Manager – Campbell, CA
Office Manager – Bellevue, WA
Paraplanner – Louisville, KY
Portfolio Administrator – Garden City, NY
Portfolio Management Assistant – San Jose, CA
Underwriting Case Manager- Raleigh, NC
Virtual Operations Associate
Administrative Assistant – Midlothian, VA
Operation Manager – Orlando, FL
Financial Planning Intern – Melville, NY
Financial Operations Specialist – Jacksonville, FL