The RAR Advisor Operations System™
Get the Right Assistant—Fast
Experienced operators who already know your systems and platforms—so you don’t have to train or manage from scratch.
Receive 2 matched candidates in 24–48 hours.
Admin and Operations Support
Ongoing client service and operational support
- Start part-time or full-time with experienced assistants across multiple platforms
- RAR manages hiring, payroll, oversight, and continuity
- Support across major custodians and broker dealer platforms (LPL, Schwab, Fidelity, Raymond James, and more)
Direct Placement Hire
Contract-to-Hire or Direct Hire for employment with your firm
- We match and onboard the right assistant into your firm with clarity and confidence
- This is a relationship decision — not just a hire — and we support the transition end-to-end
Specialty Projects and Transitions
Project-based support for CRM systems, transitions, and planning
- CRM & Workflow implementation and optimization
- Paraplanning and financial planning deliverables
- Firm transition & repapering support
- Short-term operational coverage and backfill support
Why Advisors Choose RAR
Open Architecture Staffing
Because your firm doesn’t operate like everyone else’s—your support shouldn’t either.
We don’t assign generic assistants.
We place professionals already fluent in your CRM, custodian, and workflow—by design.
- Pre-matched to your exact tech stack (Redtail, Schwab, Fidelity, etc.)
- Built for independent advisors and RIAs—not general business support
- Plug-and-play integration into your existing operations
- “Integrated into your exact workflow — not trained from scratch
RAR Enterprise and Platform Support
Remote Advisor Resources provides experienced administrative and operational support for advisors operating within large RIA and enterprise platforms — designed to integrate seamlessly with firm workflows, onboarding processes, and compliance expectations.
Services are available through approved enterprise relationships or by referral.
Core Competencies
We screen and identify the technical skills, industry knowledge, and soft skills that are critical to your organization.
Automation
We use tools to automate tasks like workflows; calendar management; appointment setting; email outreach
