Financial Planning Division

The Pontem Group will work with the managers and leaders of financial planning firms to help them source, interview and coach their next team member in the following roles:

  • Recruiters
  • Trainers and Coaches
  • Front Line Leaders and Managers
  • Other Back Office Support (compliance, admin, para-planners)

The Pontem Group can assist most market places with helping firms source and interview entrepreneurial advisor candidates to grow distribution. 

In addition to active recruiting and development, The Pontem Group will partner with Firm Leaders and Managers to help them evaluate and build time tested and time relevant systems in their organization.   Specific expertise is in advisor recruiting process, advisor start up coaching systems, leadership development, recruiter training and staff professional development.


The Pontem Group will partner with Financial Advisors, Teams and Ensembles to help them identify and  coach their future associates.  We know top advisors who are growing their practice are need to be spending their time in front of clients.  The Pontem Group will identify, interview and send top candidates to your team so advisors and their critical team members are not pulled away from doing what they do best.  Outsource your team hiring and potential start up coaching to The Pontem Group. 

We will work with an advisor to understand what talent addition they need and then get to work in finding their next team member:

  • Client Facing Lead Advisor/Associate Advisor
  • Potential Advisor Business Partners (with existing clientele)
  • Back Office Support Roles