Wealth Management Recruiting
Financial planners create holistic plans spanning investments, retirement, tax, estate, and risk management. We recruit CFP professionals who deliver plans that get implemented.
CFP
Certified Financial Planners
Comprehensive
Multi-Discipline Planning
30 Days
To Qualified Shortlist
Every day a Financial Planner position stays open, your organization loses ground.
Comprehensive planning increases client retention by 50%+ versus investment-only relationships
Planners must coordinate across investments, tax, estate, insurance, and retirement disciplines
Finding planners with both technical planning depth and the motivation skills to drive plan implementation is rare
We source financial planners with CFP certification, comprehensive planning experience, and the client engagement skills that turn plans into action.
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
