About Financial Staffer
Passion
Do you enjoy helping clients find ways to reach their financial goals? Financial Staffer is a Financial services staffing agency and we are looking for self-motivated financial professionals that are passionate about connecting with clients. If you no longer want to spend your time sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader.
Goals
Financial Staffer works with Broker Dealers and RIA’s whose clients have transitioned from a corporate employee to retiree. Many firms provide staffing support for work with and guide employees who are considering retirement or have been laid off during this slowing economy. The current environment of rising interest rates and inflation is creating new opportunities for Broker Dealers and RIA’s, as corporate layoffs increase and needs for retirement services rise.
What We Do Sets Us Apart
Registered Representatives
We help Financial Advisors find the Broker Dealer that is right for their business and their clients. Something no other recruiter in the country offers.
Research
We provide advisors the information, and ensure they get a smooth transition while they spend their time doing what they do best.
Our Approach Works
FinancialStaffer is a hands-on partner with financial advisors from introduction to education to finalizing the agreement through our due diligence.