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.
美国堪萨斯州的
总部
乌克兰
能力中心
印度
能力中心
南非
能力中心
阿根廷
能力中心
菲律宾
服务提供设施
美国堪萨斯州的
总部
阿根廷
能力中心
印度
能力中心
乌克兰
能力中心
菲律宾
服务提供设施
南非
能力中心
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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.
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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.
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Partner with our expert financial planners to craft strategic financial plans that propel your business toward its long-term objectives and aspirations.
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Leverage our financial planners’ acumen to identify lucrative investment opportunities, 评估风险, and optimize your investment portfolio for maximum returns.
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Collaborate with our financial planners to effectively manage cash flow, 提高流动性, and ensure your business’s financial stability for continued growth.
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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 & 公司 provided us with more transparency into our sales calls at a time when we really needed it. 他们提供QA工具, 改进了我们的价值主张, and sales coaching which greatly improved our customer interactions and sales process.
凯西H.
培训经理,homelight
Although we had several partners with more tenure, it was 1840 & 公司 that used their analysis team to open up our opportunities with NPS score, 导致50%以上的改进.
丹尼尔·R.
奔腾客户服务副总裁
The team completes tasks on time and goes above and beyond. 到目前为止,我对一切都很满意.
麦克米.
切克金融公司所有者
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.
安德鲁·C.
财务副总裁,蓝石巷
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.
未公开的
创业孵化器CEO
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.
未公开的
科技公司人力资源经理
他们是模范伴侣. 1840 provided us with multiple agents to work our customer support channels… Key deliverables included maintaining our KPIs such as 96% CSAT, 15秒的第一次回复时间聊天, 4小时内回复邮件.
时尚批发客户
客户支持总监
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Schedule a consultation with us to assess and identify your business’s financial objectives and requirements.
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We’ll source, vet, and match you with ideal candidates suited to your unique financial needs.
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Begin seamless collaboration with your chosen financial planner and achieve your goals!
理想的候选人应该有很强的分析能力, 解决问题, 沟通技巧, as well as a solid understanding of financial planning and investment principles. 金融学士学位, 经济学, 或者通常需要一个相关的字段, 和认证, such as the Certified Financial Planner (CFP) designation, 都是加分项. 另外, 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, 包括位置, 行业, 还有多年的经验. 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.
We offer a comprehensive range of financial planning services, 包括策略性财务规划, 投资优化, 现金流管理, 风险缓解, 税收筹划, 退休及接班计划, 以及数据驱动的决策支持. Our financial planners are equipped to address your business's unique financial needs and objectives.
是的, we provide financial planning services for businesses of all sizes, from small and medium-sized enterprises (SMEs) to large corporations. Our financial planners have diverse expertise and can tailor their services to accommodate the financial needs of businesses across various industries and scales.
是的, we serve both domestic and international businesses, 包括那些有跨境业务的公司. Our global network of financial planners includes professionals with expertise in international finance, 税收, 法规, enabling us to support businesses with global financial needs.