New Planner Recruiting, LLC

The Latest Episode of the New Planner Podcast is out Now! Ep #199: 1.5 Years into a Financial Planner Career with Zachary (Zac) Cravez Zac Cravez is an Associate Financial Advisor at Edge Financial Advisors, and he joins the show today to share how his entrepreneurial father raised him with an appreciation for financial planning. If you're interested in exploring career transitions within the financial planning industry or learning how to align your career with your values, this episode is for you! Listen in as Zac shares how taking personal finance classes at 14 set the stage for his future in corporate finance and how he navigated his first job after college. He explains why working at a large broker-dealer wasn’t the right fit for him, leading him to resign without another job lined up in his pursuit of joining an RIA. You'll learn the most enjoyable aspects of Zac's current role, what he’s working on now, and valuable tips for new planners. https://bit.ly/4h0jGQ8

Check out this New Financial Planning Career Opportunity! Financial Planning Associate - Chapel Hill, NC Apply HERE: https://bit.ly/3Yekjy6

It's our favorite holiday... World Financial Planning Day! Learn more about the celebrations: https://bit.ly/3CyKqCk https://bit.ly/3XTAfVh

Check out our Latest Video! Should I Point out an Error in the Firm's Job Description? https://lnkd.in/eUEQJ466

The Latest Episode of the New Planner Podcast is out Now! Ep #198: CFP Student to Director of Financial Planning in 7 Years with Jonathan Duggan, CFP®, MS Tax Jon Duggan is the Director of Financial Planning for Procyon Partners. He joins the show today to share how he found his way to the financial planning profession, starting with an economics major before discovering financial planning and getting through the toughest parts of the curriculum. If you're interested in learning how to navigate a career change, build valuable experience without internships, or explore the tax-planning side of financial advising, this episode is for you! Listen in as Jon shares how he compensated for his lack of internships by leading the student chapter of the FPA and working at the Aspire clinic—a peer financial counseling center at UGA—and how these experiences helped him secure his first role at a large RIA. He also discusses the various roles he held at different firms, his struggles, his growing interest in tax planning, and why he didn’t envision himself as a long-term client-facing advisor. And don't miss where Jon shares comp ranges for the Director of Financial Planning position, which is $100-250k per year. (The lower end of the range will be at smaller firms where the Director of Financial Planning is a hybrid planning specialist and mid-level advisor, while the higher end of the range is going to be at firms where you are either running a large team—think 10+ direct reports—or in roles where you have dual relationship management/director responsibilities.) You'll also hear Jon's best tips for new planners and more. https://bit.ly/3BGBCyM

New Financial Planning Career Opportunity! Paraplanner - Indianapolis, Indiana Apply Today: https://bit.ly/4euoJGD

Apply Today for the 2024 New Planner Recruiting CFP® Tuition Scholarship! Less than 2 months left to apply! https://bit.ly/4duL8CJ

"RIA or Broker Dealer which is right for me?" Check out our video where Caleb explains the difference between working for an RIA and a Broker Dealer. https://lnkd.in/dE42xtqw

The Latest Episode of the New Planner Podcast is out Now! Ep #197: Filling Your Marketing Funnel with Lauren Hong Lauren Hong is the President of Out & About Communications, and she joins the show today to share how her firm helps the financial planning profession. If you're interested in learning how to enhance your firm's website, attract top talent, and build a strong personal brand as a new planner, this episode is for you! Listen in as Lauren shares insights from her career, including how client firms successfully attract and retain talent. She discusses the latest trends in firm websites—as well as how to implement those trends during a website refresh—and offers valuable advice for new planners on setting up their brand and gaining clients. You'll also hear about the types of candidates firms are looking for in today's market, how firms can attract top talent, and more. https://bit.ly/4drZLq1

Submit your Resume and Location Preferences Today! We will reach out if there is a position that would be the perfect fit for you! https://bit.ly/3T3t3nS