How TPM Placement Can Help with Your Hiring Needs

Finding the Right Talent for Your Firm Shouldn’t Be This Hard

You know your firm inside and out. You know what makes a great hire. But actually finding that person? That’s another story. Maybe you’ve tried LinkedIn or Indeed, only to get buried in a sea of resumes that don’t fit. Maybe you’ve made a hire, only to realize six months later that they weren’t the right cultural fit.

Recruiting is time-consuming. It’s frustrating. And in wealth management, where every hire has a direct impact on client relationships and firm growth, making the wrong choice isn’t an option. That’s where TPM Placement comes in.

We specialize in helping small to mid-sized wealth management firms find and retain top-tier talent. No wasted time. No bad fits. Just the right people for the right roles, so your firm can keep moving forward.

With over 25 years of experience in financial services recruiting and consulting, the folks at TPM Placement offer a tailored, high-touch approach that goes far beyond simply filling roles. We provide strategic consulting to help firms clarify their hiring needs, design roles that drive long-term success, and create recruitment strategies that attract top talent who fit your firm’s culture.

Why Wealth Management Firms Struggle with Hiring

You’re not alone if hiring feels like an uphill battle. Here’s why so many wealth management firms face challenges:

1. You Don’t Have Time to Sort Through Resumes

Your time is better spent serving clients and growing your firm. The last thing you need is to sift through a hundred applications, hoping to find a gem.

2. The Talent Pool Is Small (And Competitive)

Great advisors, client service managers, and paraplanners aren’t just sitting around waiting for job offers. They’re already working—and attracting them requires a strategic approach.

3. Cultural Fit Matters More Than a Resume

Technical skills can be taught. Cultural fit? Not so much. The wrong hire can disrupt team dynamics and send clients looking elsewhere.

4. Hiring Mistakes Are Expensive

Between lost productivity, client impact, and the cost of rehiring, a bad hire can easily cost your firm tens of thousands of dollars.

So, how do you find the right people without wasting time, money, or energy? You let experts handle it.

How TPM Placement Simplifies Hiring for Wealth Management Firms

1. Culture-Centric Hiring: The Right People, Not Just Any People

A great hire is more than a good resume. We focus on cultural fit first, ensuring that every candidate we present aligns with your firm’s values and long-term vision.

How We Do It:

• Tailored Discovery & Intake Calls – We take the time to understand your firm, your needs, and what makes a great hire for your team.

• Custom Job Descriptions & Salary Research – No generic job postings. We craft compelling descriptions that attract the right candidates.

• Comprehensive Sourcing & Screening – We don’t just post and pray. We proactively seek out top talent, vet them thoroughly, and only bring you the best.

• Offer Support & 60-Day Guarantee – If a candidate doesn’t work out in the first 60 days, we’ll find a replacement—at no additional cost.

With decades of experience, we know that successful hiring isn’t just about resumes—it’s about understanding your firm’s long-term goals and finding people who can help achieve them.

Need help with hiring? Talk to us today.

2. Effortless Recruitment Management: We Handle the Details

Hiring is a full-time job. But it shouldn’t be yours. We take care of everything—from crafting job descriptions to screening candidates—so you can focus on your clients.

Our Process:

• Comprehensive Job Description Support – We craft job postings that attract the right talent.

• Streamlined Candidate Screening – Only the most qualified candidates make it to your desk.

• Expert Vetting – We check references, social media, BrokerCheck, and more.

• Dedicated Recruitment Support – Our team is with you every step of the way.

• Time Savings – Let us handle hiring while you focus on running your firm.

With a 97% fill rate, we don’t just find candidates—we find the right candidates. Plus, our deep industry knowledge means we understand how hiring fits into the bigger picture of firm growth and long-term strategy.

3. Growth-Focused Talent Strategies: Hire for Long-Term Success

Your firm’s success depends on the people you hire. We don’t just find you employees—we help you build a team that drives growth and client satisfaction.

Our Approach:

• Strategic Sourcing Methods – We actively search for high-performing candidates, not only those who are actively job hunting.

• Cultural Alignment – Every hire fits your firm’s vision and values.

• Performance-Based Assessments – We use data-driven evaluations to identify top talent.

• Long-Term Impact – Our hires help your firm thrive, not just fill a seat.

4. Value-Driven Recruitment: Better ROI on Every Hire

Hiring should be an investment, not an expense. We help you get the most out of every hire by focusing on quality, longevity, and impact.

What You Get:

• Quality-Centric Hiring – Every candidate we place is thoroughly vetted to contribute from day one.

• Long-Term Talent Strategies – We don’t just fill roles; we help you build a strong foundation for future growth.

• Lower Turnover Rates – A better hiring process means fewer bad hires and lower long-term costs.

• Data-Driven Insights – We provide analytics-backed recommendations to support smarter hiring decisions.

Let’s Make Hiring Easier

You don’t have to do this alone. If you’re tired of wasting time on bad hires, long hiring cycles, and endless resume reviews, TPM Placement is here to help. We make hiring efficient, effective, and actually enjoyable.

Hiring doesn’t have to be a headache. Let’s talk about how we can help. Get in touch today.

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About TPM Placement

At TPM Placement, we believe in transforming recruitment into a seamless, people-first experience. With over 25 years of experience in consulting and financial services recruiting, our mission is to help businesses thrive by connecting them with top-tier talent through a thoughtful, tailored approach. We know that finding the right candidates goes beyond matching resumes to job descriptions—it’s about understanding the unique needs, culture, and long-term goals of every client. Let us take the complexity out of hiring so you can focus on what you do best.