Fractional Recruiting

On-demand recruiting and management for non-advisors

Gain full-time hiring support at only a fraction of the cost! By partnering with us, you’ll save time, money, and risk by working with leaders who understand the successes, concerns, and failures of back-office professionals in the financial services industry.

  • We specialize in managing and recruiting back-office/non-advisor roles such as Client Service Associates, Paraplanners, and Associate Advisors.
  • We’re not only a recruiter, we’re a community leader. We don’t only walk-the-walk, but talk-the-talk when it comes to championing back-office roles.
  • We work with all financial advisors and financial professionals: RIAs, hybrids, BDs, consultants, service providers, etc.


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Our Fractional Recruiting Service Includes

  • Instant peace-of-mind when hiring and talent demands appear when you least expect it.
  • An ongoing part-time talent partner for advisors who need expertise and feedback when it comes to building an effective and inclusive team that benefits everyone.
  • An on-demand recruiter to manage your entire hiring and management process which includes, but is not limited to:
    • Coaching and training executives
    • Initiating your hiring process
    • Creating job postings
    • Crafting job descriptions
    • Screening candidates
    • Interviewing candidates
    • Selecting candidates
    • Analyzing assessments
    • Managing your culture
    • Training and developing employees
    • Resolving internal conflict
    • Managing human resources
    • Improving hiring and management processes
  • Commitments require a monthly base cost of $500/month in addition to $175/hour. Only pay for the hours you use! No work means no hourly fees.
  • Discounted monthly base and hourly cost for existing Nifty clients.


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time in the study’s history, recruiting staff to increase the firm’s skill set and capacity ranked as the top strategic priority


of employees want some sort of remote work flexibility


of candidates seek diversity and inclusion when they are considering a job change


of women of all races are still considerably underrepresented in the sector compared to men

Every employee deserves an ally, while every advisor deserves a trusted talent partner

Through empathetic leadership, we listen and communicate the needs of advisory firms and potential team members to ensure success professionally and personally together.

Does your firm’s culture match our culture? Our Nifty values include:

  • Listening before speaking
  • Creating conversations
  • Collaborating harmoniously
  • Building a values-based team culture
  • Capitalizing on potential, not weaknesses


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“Great companies don’t hire skilled people and motivate them; they hire already motivated people and inspire them.” Simon Sinek

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