New Planner Recruiting, Llc
Our firm specializes in placing students enrolled in CFP Board registered programs, candidates for CFP® certification, and CFP® practitioners for professional positions (usually 0-5 years experience) that will develop into the lead client planner role within financial planning firms nationwide. Our mission is to help financial planning business owners leverage their time by finding, selecting, and securing quality talent to help them grow, and to ensure that quality new financial planners are able to find employment that fits their unique talents and skills, in pursuit of securing mutual success for the business owner and new planner.
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Verified contacts
5
available on Kipplo
LinkedIn employees
5
1 to 10 range
Open roles
—
no listings
Distinct roles
4
indexed titles
Tech stack
2
tools in use
Monthly traffic
664
organic / mo
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Decision-makers and verified team members
5 contacts with verified email or phone · masked until revealed.
- AV
Alyssa van Auker
Candidate Specialist and Digital Marketing Coordinator · Advertising & Marketing
EmailPhone - CB
Caleb Brown
Podcast Host for the New Planner Podcast · Advertising & Marketing
EmailPhone
Showing 2 of 5 verified contacts
Top roles at New Planner Recruiting, Llc
4 distinct titles indexed · top 4 shown.
- 1candidate specialist
- 1candidate specialist and digital marketing coordinator
- 1planner
- 1podcast host for the new planner podcast
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