Candidate spotlight
Candidates ready for an introduction
Every person below has come through our candidate process. If one of them fits a role you are trying to fill, we will make the introduction directly, without a full My1Hire engagement.
Available now
Who is available right now
Select a candidate to open the full profile. Each one is listed by reference number, so quote that number when you get in touch and we will arrange the introduction at a per-candidate rate.
Financial Services
Associate Financial Planner
#26-001
- Holistic financial planning with a tax-planning focus
- Helped grow managed assets 200% over three years
- CFP, FINRA Series 7 and 66, CFA Level 1 candidate
Candidate Spotlight | Associate Financial Planner
Candidate ID
#26-001
Professional Background
Financial planning professional with 3.5+ years of experience specializing in holistic planning. Experienced in leading client meetings, developing comprehensive financial plans, conducting cash-flow and scenario analyses, and identifying tax-efficient strategies.
Key Strengths
- Holistic financial planning with a tax-planning focus
- Client relationship management and client-facing communication
- Strategic, detail-oriented financial plan development
- Cash-flow projections and scenario analysis
- Ability to manage multiple responsibilities while maintaining a strong client-service focus
Notable Accomplishments
- Helped grow managed assets by 200% over a three-year period
- Experience supporting investment portfolios totaling $150M+ in AUM
- Leads client meetings independently for relationships under $1M in assets while supporting senior advisors on higher-net-worth relationships
- Earned multiple performance recognitions, including an organization’s highest performance honor
Education / Certifications
- Bachelors Degree in Enterprise Leadership
- CERTIFIED FINANCIAL PLANNER
- FINRA SIE, Series 7, and Series 66
- IA Life/Health and Variable Insurance License
- CFA Level 1 Candidate
Preferred Environment
Seeking a financial planning role offering mentorship, professional development, and the opportunity to fully utilize their CFP credential.
Technology
eMoney | Holistiplan | Redtail | Salesforce | Monte Carlo Analysis | Major Custodial/Investment Platforms
Administrative
Senior Executive Assistant
#26-002
- Supports 5+ confidential senior-level calendars
- Approves $3M+ in annual invoices
- Cut departmental expenses 15% year over year
Candidate Spotlight | Senior Executive Assistant
Candidate ID
#26-002
Professional Background
Accomplished Executive Assistant with 25+ years of experience supporting senior executives and leadership teams. Skilled in complex scheduling, travel coordination, project management, event planning, expense management, and confidential executive support.
Key Strengths
- Executive-level calendar and schedule management
- Project management and office operations
- Complex domestic and international travel coordination
- Confidentiality and executive communication
- Problem solving, flexibility, and adaptability
- Event planning, onboarding, and expense management
Notable Accomplishments
- Manages 5+ confidential senior-level calendars
- Approves $3M+ in annual invoices
- Reduced departmental expenses by 15% YOY
- Achieved approximately 20% annual vendor savings
- Onboarded 500+ employees throughout career
- Earned a Consumer Banking Excellence Award for initiative, innovation, and leadership
Education / Certifications
- College coursework in Psychology
- Notary Public
Preferred Environment
Seeking an Executive Assistant or project-oriented role with a transparent leader and collaborative environment. Remote opportunities are highly preferred, with openness to positions in the Lakewood Ranch area and across industries. Values strong health and 401(k) benefits.
Technology
Outlook | Microsoft Teams | Concur | Legal Tracker | Microsoft Excel | PowerPoint
Not the position you are filling
Tell us the role and we will go and find the person
The list above is who we have already met. It is not the limit of who we can reach. One intake call and we will come back with a read on what the role should pay and how far the process needs to go.
