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

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“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

Associate Financial Advisor – Findlay, OH
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

Client Service Associate – Wilmington, DE
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

 

 

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