Financial Services Recruiting
Financial planners create comprehensive plans covering investments, tax, estate, insurance, and retirement. We recruit CFP professionals who deliver holistic planning that changes lives.
CFP
Certified Financial Planners
Comprehensive
Planning Methodology
30 Days
To Qualified Shortlist
Every day a Financial Planner position stays open, your organization loses ground.
Americans are increasingly seeking comprehensive financial planning — demand exceeds supply
Planners must master investments, tax, estate, insurance, and retirement planning simultaneously
Finding planners with both technical depth and the soft skills to build client trust is the challenge
We source CFP professionals with comprehensive planning experience, fiduciary commitment, and the client relationship skills to deliver plans that get implemented.
Our fees are significantly lower than traditional staffing firms, and our focus is immediate — no drawn-out timelines, no inflated markups, no revolving door of candidates. You get a dedicated recruiting partner laser-focused on filling your role with the right person, fast.
Every candidate undergoes credential verification, behavioral interviews, background checks, and reference validation before you see a single résumé.
One point of contact who learns your organization, culture, and requirements — no hand-offs, no wasted time.
Our process delivers a qualified shortlist fast — without sacrificing the due diligence that protects your hire.
A proven, four-step process designed for speed and precision.
We learn your organization, culture, and exactly what this hire needs to look like — technically and culturally.
Our recruiters activate confidential networks, referral channels, and specialty pipelines to build your candidate pool.
Candidates are screened through structured interviews, credential checks, and reference calls. Only the best reach your desk.
We support offer negotiations, start-date logistics, and onboarding coordination to ensure a smooth transition.
Request a complimentary search proposal. We'll outline our approach, timeline, and investment — no obligation.
© 2026 GOHRSolutions. All rights reserved.
Founded by Sophia Pettey, JD, LL.M., MBA
