Financial Services Recruiting
Retirement planners help clients transition from accumulation to distribution. We recruit planners with expertise in Social Security, Medicare, tax-efficient withdrawals, and income planning.
RICP/CFP
Retirement Credentials
Distribution
Income Planning Expertise
30 Days
To Qualified Shortlist
Every day a Retirement Planner position stays open, your organization loses ground.
10,000 Baby Boomers retire daily — demand for retirement planning expertise is surging
Planners must master Social Security optimization, RMDs, Roth conversions, and Medicare planning
Finding planners with both deep technical knowledge and the empathy to guide life transitions is rare
We source retirement planners with RICP/CFP credentials, distribution planning expertise, and the client relationship skills to guide retirees through their most important financial decisions.
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
