hiring

“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

We work with advisors and CPAs to hire top notch personnel for their firms. We have a proven process to help you hire right the first time.

Our process includes:

  • Helping you define the position
  • Writing an ad to attract the outstanding candidates you are seeking
  • We post the ad using our hiring platform – a platform which posts it to over 100+ job boards
  • We cull through the resumes, saving you countless hours
  • We have 15-30 minute phone interviews with qualified candidates
  • We have them fill out our career history form which provides us additional information
  • We send you only the top candidates to interview in person
  • We will write the offer letter and assist with a training schedule as needed

Our hiring services are included in the fees retainer clients pay and are also offered to non-retainer clients at a cost of $3,500 to $6,000 depending on the position for which we are hiring. Follow this link to see our complete hiring process.

Current Job Openings: Click here

Closed – A Great Candidate Accepted Offer Letter

Administrative Assistant/CSR – Melville, NY
Associate Advisor (2) - Campbell, CA
Chief Operating Officer – Houston, TX
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
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
Portfolio Administrator – Garden City, NY
Portfolio Management Assistant - San Jose, CA
Underwriting Case Manager- Raleigh, NC
Virtual Operations Associate