Financial Advisors

Best methods of hiring an assistant? Need help with Account opening & updates, processing distributions, scheduling and updating financial plans.

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A year ago we hired a person and structured the position as 1/2 junior broker and half office manager. I went to FINRA brokercheck and looked for reps 3-5 years in with no disclosures and reached out to them.

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Talk, email and Facebook your personal friends to see who they know

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Go on LinkedIn and search for people in your area with the skills you need and send them messages to see if they want a new opportunity.

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