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Our firm specializes in placing students enrolled in CFP Board registered programs, candidates for CFP® certification, and CFP® practitioners for professional positions (usually 0-5 years experience) that will develop into the lead client planner role within financial planning firms nationwide. Our mission is to help financial planning business owners leverage their time by finding, selecting, and securing quality talent to help them grow, and to ensure that quality new financial planners are able to find employment that fits their unique talents and skills, in pursuit of securing mutual success for the business owner and new planner.

New Planner Recruiting, LLC Questions

The New Planner Recruiting, LLC annual revenue was $769000 in 2026.

Jesse Lineberry is the Executive Consultant of New Planner Recruiting, LLC.

3 people are employed at New Planner Recruiting, LLC.

New Planner Recruiting, LLC is based in Athens, Georgia.

The NAICS codes for New Planner Recruiting, LLC are [56, 561].

The SIC codes for New Planner Recruiting, LLC are [736, 73].

Top New Planner Recruiting, LLC Employees

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