New Planner Recruiting

Through groundbreaking strategies in talent acquisition, New Planner Recruiting is revolutionizing the financial planning profession by bridging the gap between aspiring planners and top-tier firms. Founded in 2009 by industry visionaries Caleb Brown and Michael Kitces, the company leverages a proprietary screening process and deep industry expertise to ensure the perfect match for both candidates and hiring firms. We are not just a recruiting firm; we are architects of the future financial planning workforce, dedicated to elevating the standards of the profession through rigorous candidate assessment and strategic placement.

At New Planner Recruiting, we are dedicated to shaping the future of financial planning by empowering the next generation of advisors. Our innovative approach goes beyond traditional recruiting; we provide a comprehensive career roadmap for new planners, offering guidance on licensing, compensation, and career tracks. By utilizing advanced assessment tools and a vast network of fee-only RIAs and wealth management firms, we empower the next generation of financial advisors to thrive in a competitive landscape. Our commitment to excellence and our passion for the profession drive us to deliver unparalleled results, fostering a community where talent meets opportunity and firms can build their legacy with confidence. We understand that the right hire can transform a business, and the right career move can change a life. That is why we tirelessly work to connect the brightest minds with the most forward-thinking firms, ensuring a prosperous future for the entire industry.