Employer Resources

Hiring and Employee Coaching Templates

Sample Basic Offer Letter

The Onboarding One Pager

Professional Development Calendar

“Fun” Bio Template

The “I” Exercise

Design Statement Template

The First Hire Guide

Role Descriptions

Financial Planning Specialist (abridged)

Teamed Lead Advisor with Business Development Focus

Second Chair Service Advisor Abridged

Client Service Associate (insurance focused) – Abridged

Client Service Associate – (Investment Focused) – Abridged

Client Service Associate – (General Admin)- Abridged

Insurance Operations Roles

Lead/Teamed Advisor

Investment Strategy Roles

Investment Operations Roles

Financial Planning Strategy Roles

On Call Consulting

Annual STREAM members have on call access to consulting sessions to discuss any projects pertaining to hiring, candidate trends or professional development for their team members.

Schedule a Call

Hiring, Retention & Comp Trends - Live

Annual STREAM members can join our live quarterly session discussing hiring and retention trends from what we are learning on the front lines- including updated compensation data. Check back for upcoming dates.

Click Here To Register

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