Paraplanner - Join Our Clients' Growing Wealth Management Team! We're looking for an enthusiastic Paraplanner to bridge the gap between our clients, support team, and Wealth Managers. This key team member will support our culture and vision, which are grounded in our values: Grace & Empathy Generosity & Gratitude Passion & Excellence Integrity & Pride Key Responsibilities: Engage with clients and support the Advisory Team. Ensure timely and consistent financial plan development. Document and follow through on client commitments. Manage client relationships and onboarding processes. Maintain accurate client data in CRM and financial software. Qualifications: FPQP designation required. 1+ years of direct advisory experience. Excellent communication and time management skills. Proficiency in Microsoft Office Suite and Google Apps. Join us if you have high standards, good judgment, and can take initiative. Apply now! https://lnkd.in/gcegkj8G #FinancialAdvisor #WealthManagement #FinanceJobs #careeropportunity #CareerGrowth #ClaireMyersConsulting #Jobs #NowHiring #JobSearch #remotejob
Claire Myers Consulting
Staffing and Recruiting
Sonoma, California 61,461 followers
We believe that if employees are truly your best asset, then the way to grow is by getting and keeping TOP talent.
About us
Based in Northern California’s wine country, our recruiting firm believes that if your employees truly are your best asset, then the quickest way to grow your business is to get better at getting (and keeping) better people. We are a team of strong, knowledgeable, and empathetic recruiting professionals. You would be hard pressed to find a team that works harder than we do or who has more fun doing it! Our team can independently own the recruiting process from start to finish OR we can serve as an extension of your internal team. Either way, we work closely with leaders to calibrate the candidate profile. Then, we source, screen, interview and manage the selection process for any role in the organization. If you don't already have a system, we help set-up your infrastructure to ensure a sustainable process for future months and years. We are headquartered in beautiful Sonoma, CA - working all over the country - and we have experience placing various roles within many fields including Financial Services (commission & non-commission roles), Technology, Healthcare, Nonprofit, Manufacturing, Sales, Consulting, Clean Energy, & Wine Production. Check out a few of our recruiting stats: - Our average time to fill is 45 days - 72% of our candidates are found by our active sourcing methods vs. applying for the role - We have a combined 75+ years of recruiting experience - We have 50,000+ followers on LinkedIn- many of whom are passive candidates - Our ATS has 100s of active and passive candidates with various experience Endorsed as a top recruiting firm through Forbes Let us know how we can be a resource for you!
- Website
-
https://www.clairemyersconsulting.com/
External link for Claire Myers Consulting
- Industry
- Staffing and Recruiting
- Company size
- 2-10 employees
- Headquarters
- Sonoma, California
- Type
- Privately Held
- Founded
- 2017
- Specialties
- Sourcing, Consulting, Coaching, Business Scaling, Staffing, Recruiting, Wealth Management Team Recruiting, RaaS (Recruiting as a Service), and Hypergrowth Recruiting
Locations
-
Primary
181 Andrieux St
Sonoma, California 95476, US
Employees at Claire Myers Consulting
-
Dawn McCluskey
Senior Talent Acquisition Specialist at Claire Myers Consulting
-
Claire M. Vitale
Founder | Recruiting as a Service | Fire Wife | Mom | Board Member
-
Kari Aderhold
Senior Talent Acquisition Specialist at Claire Myers Consulting
-
Meghan McGuire Cushard
Founder & CEO | Principal Consultant | Technical Recruiter | Recruitment Consultant
Updates
-
We're #hiring a new Sr. Business Development Coordinator in McLean, Virginia. Apply today or share this post with your network.
-
We're #hiring a new Private Client Relationship Manager in Milwaukee, Wisconsin. Apply today or share this post with your network.
-
We're #hiring a new Financial Planner in Anchorage, Alaska. Apply today or share this post with your network.
-
We're #hiring a new Relationship Manager in Anchorage, Alaska. Apply today or share this post with your network.
-
We're #hiring a new Relationship Manager in Wichita Falls, Texas. Apply today or share this post with your network.
-
The most recent podcast our founder, Claire M. Vitale got a shout out on, "Building The Billion Dollar Business," on is out now. Only 13 minutes in length, but full of tips and tricks! Go give it a listen!!
Thanks for the shout-out Ray Sclafani! To my network- if you haven't had the chance to listen to Ray's new podcast 'Building a Billion Dollar Business', check it out. CMC is mentioned in this episode: 9 Trends That Will Impact the Future of Your Firm. Spoiler alert, the recording is only 13 mins long and packed with great tips! https://lnkd.in/gwSB3AK3
9 Trends That Will Impact the Future of Your Firm
https://spotify.com
-
A little #motivation to get us through the rest of the week! 🎉 Our founder, Claire M. Vitale, was on the Elite Achievement Podcast with Kristin Burke, and shares her insights on what business owners should be doing to expand. Claire shares her journey from working in recruiting and coaching at Northwestern Mutual to establishing her own talent firm, along with her expert tips to make your hiring and recruiting processes more successful. First tip: Just let it go! Thank you, Kristin Burke, for the opportunity! It was great connecting. 🔗:
LinkedIn
https://www.captivate.fm
-
Staying Motivated During Summer: Tips for Professional Growth 🌞 As the summer sun shines bright and vacation plans beckon, maintaining motivation at work can be a challenge. Here are some strategies to keep your professional momentum going: Set Clear Goals 🎯 Define specific, achievable goals for the summer. Breaking down larger projects into manageable tasks can help maintain focus and provide a sense of accomplishment. Flexible Scheduling 🕒 Take advantage of summer's longer days by adjusting your work hours. Early mornings or late evenings can be great times to work productively while still enjoying the sunshine. Stay Connected 📞 Use this time to network and connect with colleagues. Informal meet-ups, virtual coffee breaks, or attending industry events can provide new insights and motivation. Professional Development 📚 Summer is a perfect time for learning. Enroll in online courses, attend webinars, or read industry-related books to keep your skills sharp and stay ahead in your field. Healthy Work-Life Balance ⚖️ Balance work with leisure to prevent burnout. Regular breaks, outdoor activities, and staying hydrated can boost your energy and keep you motivated. Remember, summer is not just a season for relaxation but also an opportunity for growth and progress. Embrace the season with a positive mindset and watch your motivation soar! What are you doing this summer? Let us know in the comments below! #MotivationMonday #ProfessionalGrowth #WorkLifeBalance #CareerDevelopment #StayInspired #FinancialAdvisor #WealthManagement #FinanceJobs #careeropportunity #CareerGrowth #ClaireMyersConsulting #Jobs #NowHiring #JobSearch
-
Searching for fresh talent? Meet Candidate 214! With 3+ years of industry experience and a Series 65 license, they are ready to enhance your team in Chicago, IL. Seeking roles as a Client Service Associate or Jr. Lead Advisor. Compensation expectations: $90k + bonus opportunities. Have an open role, that this qualified and credentialed candidate can fill? Send us a message! Let's get you connected. Don’t miss the chance to bring this promising professional on board! 💼✨ #FinancialAdvisor #WealthManagement #FinanceJobs #careeropportunity #CareerGrowth #ClaireMyersConsulting #Jobs #NowHiring #JobSearch