Looking to hire a financial planner? Choose from flexible hiring options – freelance, outsourced, or direct placement – and save up to 70% on hiring costs.
Are you a financial planner?
By leveraging our global network of financial professionals, we empower your business to hire the ideal financial planner tailored to your unique needs through our customizable hiring solutions.
Service Delivery Facility
Service Delivery Facility
Tap into our extensive global network of financial planners, gaining access to a diverse array of expertise and perspectives to navigate the complexities of the financial world.
Experience cost reduction by leveraging our customizable hiring options, gaining top-tier financial planning services at competitive rates while optimizing your business’s financial operations.
Partner with our expert financial planners to craft strategic financial plans that propel your business toward its long-term objectives and aspirations.
Leverage our financial planners’ acumen to identify lucrative investment opportunities, assess risks, and optimize your investment portfolio for maximum returns.
Collaborate with our financial planners to effectively manage cash flow, enhance liquidity, and ensure your business’s financial stability for continued growth.
Gain peace of mind as our financial planners assess and mitigate financial risks, fortifying your business’s resilience in an ever-changing economic landscape.
1840 & Company provided us with more transparency into our sales calls at a time when we really needed it. They provided QA tools, improved our value proposition, and sales coaching which greatly improved our customer interactions and sales process.
MANGER OF TRAINING, HOMELIGHT
Although we had several partners with more tenure, it was 1840 & Company that used their analysis team to open up our opportunities with NPS score, resulting in 50%+ improvements.
VP of Client Services, Pentius
The team completes tasks on time and goes above and beyond. I’ve been pleased with everything so far.
Owner, Carve Financial
We selected 1840 based on our needs and their ability to source and onboard offshore talent. We were impressed with their clear and concise communication.
VP Finance, Bluestone Lane
They consistently find people that fit the client’s requirements for each position. Moreover, the resources they provide are usually ready to work right away. They’re like a matchmaker for staff; they provide exactly what we’re looking for.
CEO, Startup Incubator
The team sourced candidates for us from the Philipines to do data verification for our company and now we work with them to do payroll. They moved quickly and provided quality candidates.
HR Manager, Tech Company
They are an exemplary partner. 1840 provided us with multiple agents to work our customer support channels… Key deliverables included maintaining our KPIs such as 96% CSAT, 15 second first reply time for chat, and 4-hour first reply time for email.
FASHION WHOLESALE CLIENT
Director of Customer Support
Schedule a consultation with us to assess and identify your business’s financial objectives and requirements.
We’ll source, vet, and match you with ideal candidates suited to your unique financial needs.
Begin seamless collaboration with your chosen financial planner and achieve your goals!