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.
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