Financial advisor recruiters / Nationwide
A Recruiting Partner
for Financial Firms
We recruit top permanent talent across the financial services industry in all 50 states, from financial advisors and financial planners to client service professionals, accountants, CPAs, insurance professionals, and more. With our My1Hire Recruiting Package options, you decide which steps candidates should complete before reaching your desk. We manage the process, and only candidates who meet your requirements and complete each requested step are presented to you for review.
How it works
Our 4 Step Process
1
One intake call
Share the role, the market, and the requirements that matter most to you. We’ll handle the rest. One conversation and a few simple forms are all it takes to get the process moving.
2
We take the search to the talent
We research competitive compensation for your market, craft the job posting, distribute it across the right job boards, and proactively tap into our own talent databases to reach candidates who aren’t searching job ads.
3
Customize your candidate process
Every qualified candidate is invited to a phone interview. Your My1Hire package selection determines the additional items, from personality profiles and integrity surveys to skills testing and recorded video interviews.
4
You meet the short list
We only present candidates who successfully complete the My1Hire process you’ve selected. Your candidate file includes the information needed to conduct productive interviews and make confident, long-term hires. And every placement is backed by a 30-, 60-, or 90-day guarantee.
The Three Industries We Support
Industry / Financial services
Financial Services
Financial advisors, certified financial planners, client service associates and the assistants who keep an advisory practice running.
Industry / Accounting and tax
Accounting & Tax
CPAs, enrolled agents, accountants, bookkeepers, accounting clerks and the administrative staff needed to run a successful accounting and tax practice.
Industry / Insurance
Insurance
Insurance brokers, licensed agents, account representatives, customer service team members and office assistants needed for agencies that are focused on long-term relationships.
My1Hire packages
Our Pricing Packages
My1Hire Basic
$5,990
Two payments of $2,995
For clients who already have access to valuable hiring tools like personality profiles, surveys, assessments, and/or video interview platforms.
Job ad written, posted and actively sourced
Compensation research for your market
Phone interview with written notes
30 day candidate guarantee
My1Hire Standard
$6,990
Two payments of $3,495
For clients who do not have access to their own tools but value matching personality makeup and integrity to the role they’re filling, while keeping the overall candidate process fairly short.
Everything in Basic
Candidate personality profile
Candidate integrity survey
60 day candidate guarantee
My1Hire Elite
$8,990
Two payments of $4,495
For clients who do not have access to their own hiring tools but value as much candidate information ahead of receiving a file as possible. These clients are focused on a thorough candidate process and making very informed, long-term hires.
Everything in Standard
Personality baseline of your existing team
Two skills assessments and a video interview
90 day candidate guarantee
Every package runs for 120 days from the day you approve the job posting.
Markets
Recruitment Nationwide
We recruit in all 50 states. Client and partner testimonials are available. Select a state below to see what our clients and partners have to say about working with us.
Markets we serve
- KansasOverland Park, Olathe, WichitaThe Johnson County corridor carries a dense concentration of independent advisory practices.
- MissouriKansas City, Independence, Lee’s SummitKansas City is one labor market split across two states, and the city itself sits on this side of the line.
- FloridaSarasota, West Palm Beach, OrlandoRetirement wealth on the Gulf coast, where turnover is expensive.
- IllinoisDeRose Financial Planning Group, ChicagoRead our client’s testimonial and see how we have helped in Illinois.
- MichiganCreative Retirement Solutions Group, Sterling HeightsRead our client’s testimonial and see how we have helped in Michigan.
- PennsylvaniaKeystone Financial Management, NazarethRead our client’s testimonial and see how we have helped in Pennsylvania.
- GeorgiaJeff Goodman, Simplicity AtlantaRead our partner’s testimonial and see how we work in Georgia.
- New YorkPremier Financial Management, Saratoga SpringsRead our client’s testimonial and see how we have helped in New York.
- TennesseeLandon Vick, Raymond James, CookevilleRead our client’s testimonial and see how we have helped in Tennessee.
We recruit nationwide. Contact us
Not on the list? See all markets.
All 50 states
Every state we recruit in, with its largest cities.
- AlabamaHuntsville, Mobile, Birmingham
- AlaskaAnchorage, Fairbanks, Juneau
- ArizonaPhoenix, Tucson, Mesa
- ArkansasLittle Rock, Fayetteville, Fort Smith
- CaliforniaLos Angeles, San Diego, San Jose
- ColoradoDenver, Colorado Springs, Aurora
- ConnecticutBridgeport, Stamford, New Haven
- DelawareWilmington, Dover, Newark
- District of ColumbiaWashington
- FloridaSarasota, West Palm Beach, Orlando
- GeorgiaAtlanta, Columbus, Augusta
- HawaiiHonolulu
- IdahoBoise, Meridian, Nampa
- IllinoisAurora, Naperville, Joliet
- IndianaIndianapolis, Fort Wayne, Evansville
- IowaDes Moines, Cedar Rapids, Davenport
- KansasOverland Park, Olathe, Wichita
- KentuckyLouisville, Lexington, Bowling Green
- LouisianaNew Orleans, Baton Rouge, Shreveport
- MainePortland, Lewiston, Bangor
- MarylandBaltimore, Frederick, Gaithersburg
- MassachusettsBoston, Worcester, Springfield
- MichiganSterling Heights, Troy, Grand Rapids
- MinnesotaMinneapolis, St. Paul, Rochester
- MississippiJackson, Gulfport, Southaven
- MissouriKansas City, Independence, Lee’s Summit
- MontanaBillings, Missoula, Great Falls
- NebraskaOmaha, Lincoln, Bellevue
- NevadaLas Vegas, Henderson, North Las Vegas
- New HampshireManchester, Nashua, Concord
- New JerseyNewark, Jersey City, Paterson
- New MexicoAlbuquerque, Las Cruces, Rio Rancho
- New YorkNew York, Buffalo, Yonkers
- North CarolinaCharlotte, Raleigh, Greensboro
- North DakotaFargo, Bismarck, Grand Forks
- OhioColumbus, Cleveland, Cincinnati
- OklahomaOklahoma City, Tulsa, Norman
- OregonPortland, Salem, Eugene
- PennsylvaniaAllentown, Bethlehem, Philadelphia
- Rhode IslandProvidence, Cranston, Warwick
- South CarolinaCharleston, Columbia, North Charleston
- South DakotaSioux Falls, Rapid City, Aberdeen
- TennesseeNashville, Memphis, Knoxville
- TexasHouston, San Antonio, Dallas
- UtahSalt Lake City, West Valley City, West Jordan
- VermontBurlington, South Burlington, Rutland
- VirginiaVirginia Beach, Chesapeake, Richmond
- WashingtonSeattle, Spokane, Tacoma
- West VirginiaCharleston, Huntington, Morgantown
- WisconsinMilwaukee, Madison, Green Bay
- WyomingCheyenne, Casper, Gillette
30, 60 or 90 day candidate guarantee • Direct hire only •
We stand behind the placement
The guarantee length reflects the level of candidate process you selected in your My1Hire package, because each added step gives our team another opportunity to connect with the candidate. Read the candidate guarantee.
