Access world-class financial planners available for hire on our exclusive global marketplace. Work with a financial planner on a freelance, contract, or long-term basis to achieve your business needs.
Are you a financial planner?
By partnering with us, you open up access to our pool of vetted professionals who are equipped to support your growing needs with high-level and tactical skills.
Service Delivery Facility
Service Delivery Facility
We have an exclusive global network of freelance financial planners in over 150 different countries. Each one is meticulously vetted and must pass our comprehensive video interviews, behavioral tests, and skill tests.
From part-time to full-time, hourly or by the project, our freelance financial planners are ready to join your team and scale to meet your needs as they change over time.
Hiring a freelance financial planner on our platform is fast, safe, and easy. We’ll handle the paperwork and guarantee the freelancer’s work so you can be confident in your hire.
We’ll assign a dedicated account manager to ensure a smooth hiring process from start to finish. We’re here to help and are available 24/7 to resolve any your inquiries.
Hire top-tier freelance financial planners at a fraction of the price with our flexible pricing structure. Leverage onshore or offshore pricing to create the most cost-effective structure for your business.
In addition to working directly with your freelancer, we also offer fully managed services. We can handle your specific business needs for a hands-off approach, overseeing and refining your operations.
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
The first step is to join 1840 as a client and let us know your needs. We’ll work closely with you to understand your goals, technical needs, and any requirements.
Based on your project requirements, we’ll begin matching you with talented financial planners most suitable for your project. Interview them and choose the one you want.
Work with your new financial planner and get your project done. We’ll handle all the paperwork and to ensure your freelancer payments are made safely and securely through us.
The ideal candidate should have strong analytical, problem-solving, and communication skills, as well as a solid understanding of financial planning and investment principles. A bachelor's degree in finance, economics, or a related field is usually required, and certifications, such as the Certified Financial Planner (CFP) designation, are a plus. Additionally, the ideal candidate should have experience working in a fast-paced, high-pressure environment and have excellent interpersonal skills.
On average, a financial planner in the United States earns between $50,000 and $150,000 per year. The salary range can vary depending on several factors, including location, industry, and years of experience. At 1840, we help to reduce these costs and can save your organization up to 70% of what you might typically pay. Please schedule a call with us to learn more and see how we can provide a customized quote.