Hiring Program:

 

We have discovered that many financial advisors and other professionals, prefer someone else handling certain aspects of the hiring process – and often, the entire process to avoid the costs associated with making poor hires. Kim can help with hiring too!

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The package includes everything from identifying the candidate pool, to interviewing up to 8 candidates to checking reference letters and preparing an offer letter. The package includes any or all of the following:

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Hiring includes:

• Discuss the hiring need and determine a clear profile of the potential hire

• Develop\refine the job description

• Assist in determining appropriate salary range

• Prepare compliant job posting, including articulating the selling points of the firm

• Source and place job postings

• Screen resumes

• Select the top candidates (up to 8)

• Send top candidate a few key questions by e-mail. The candidates will respond in writing, allowing for a preliminary test for comprehension, grammar and English.

• Hold first interviews by Zoom, estimated to be 30 to 45 minutes

• Provide feedback to hiring advisor team

• Assist in determining whether other testing is required and provide tools\ recommendations for tests (technology, math etc.)

• Set up 2nd Interviews for Advisor with shortlist of candidates

• Conduct up to 3 Reference Checks

• Facilitate the process for DiSC profiles on 2 to 3 Top Candidates (Completion of questionnaires and analysis of results including their strengths and weaknesses relative to the job duties and the team profile.)

• Facilitate background and criminal record check

• Prepare an offer letter

• Inform unsuccessful candidates of decision

• 30-minute debrief of the new hire’s Everything DiSC profile by Zoom

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