Recruiting
Great teams build great firms.
Let’s hire yours.
About
At Panahelp, we understand that in the financial world, your reputation is only as strong as your team.
As a boutique firm specializing in the financial sector, we bridge the gap between ambitious firms and the industry’s top professionals.
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The Panahelp Advantage:
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Specialized Expertise: We speak the language of RIAs and tax practices.​
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Cultural Alignment: We prioritize talent that strengthens your internal culture and elevates the client experience.
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Sustainable Growth: Our goal is to provide the leadership and operational support necessary for your firm to scale with confidence.
Get to know us
Sara Lorza is a premier talent strategist and the founder of Panahelp. Specializing in the financial services ecosystem, Sara has built a reputation for excellence in placing high-performing professionals within RIAs and Wealth Management firms. Focusing on both leadership and the essential operational roles that keep a firm running seamlessly.
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Whether she is placing a Chief Investment Officer (CIO) to steer strategy or a Client Service Associate (CSA) to manage the white-glove client experience, Sara’s process is hands-on and relationship-driven. Her expertise spans the full range of industry roles, including Financial Planners, Paraplanners, and Executive Assistants, ensuring that her clients have the right people in the right seats to achieve sustainable growth.
