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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates extensive experience in Wealth Channel Development and recruitment of Financial Advisors, with a strong focus on building relationships and delivering innovative recruitment solutions. Proficient in utilizing advanced tools like Microsoft Excel and PowerPoint to enhance recruitment strategies and achieve organizational goals.
Highest-signal resume keywords
Wealth Channel DevelopmentRecruitment Of Financial AdvisorsFINRA Series 7 RegistrationAdvanced Microsoft Excel SkillsStrong Presentation Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Wealth Channel DevelopmentRecruitment Of Financial AdvisorsFINRA Series 7 RegistrationAdvanced Microsoft Excel SkillsAdvanced Microsoft PowerPoint Skills
Soft Skills
Strong Presentation SkillsAbility To Prioritize WorkAbility To Work Under Pressure
Certifications & Qualifications
FINRA Series 7 RegistrationSecurities Industry Essentials (SIE) Exam
Industry Keywords
Financial Advisor RecruitmentCompliance With State Law RegistrationDynamic And Complex EnvironmentOrganic Revenue GrowthRecruitment Strategies
About the role
Key responsibilities & impact- Recruit financial advisors within the assigned region
- Develop and maintain a strong pipeline of financial advisor candidates
- Provide leadership with insight on industry trends, competitive intelligence, product platforms, deals, and compensation plans
- Advise leadership on recruitment of experienced Financial Advisors and expand firm hiring within the assigned area
- Partner with field recruiters to share knowledge and develop recruitment strategies and expertise
- Build and maintain relationships with Financial Advisors to enhance satisfaction and retention
- Develop partnerships with management to increase Financial Advisor hiring
- Lead strategy and resolution of complex recruitment challenges across multiple enterprise areas
- Deliver recruitment solutions that lead to organic revenue growth
- Provide vision, direction, and expertise to leadership on innovative business solutions
- Engage with peers, colleagues, and managers to resolve recruitment-process issues
Requirements
What you’ll need- 7+ years of Wealth Channel Development experience, or equivalent demonstrated through work experience, training, military experience, or education
- 7+ years of experience sourcing and recruiting Financial Advisors/Wealth Advisors
- FINRA registration including Series 7 or FINRA recognized equivalents
- Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment
- Strong presentation skills
- Advanced Microsoft Excel and PowerPoint skills
- Ability to travel up to 75% of the time
- This position is not eligible for Visa sponsorship
- FINRA Series 7 registration must be completed within 90 days of hire if not available for transfer upon hire
- Obtaining and/or maintaining appropriate FINRA license(s) is required for ongoing employment
- Compliance with state law registration and licensing requirements is mandatory
- Specific product licenses or SAFE licensing may apply
- Meeting enhanced financial fitness and criminal background standards
- Securities Industry Essentials (SIE) exam co-requisite may be required for specific FINRA qualification exams obtained after 9/30/2018
Benefits
Comp & perks- Health benefits
- 401(k) Plan
- Paid time off
- Disability benefits
- Life insurance, critical illness insurance, and accident insurance
- Parental leave
- Critical caregiving leave
- Discounts and savings
- Commuter benefits
- Tuition reimbursement
- Scholarships for dependent children
- Adoption reimbursement
- Incentive opportunities may be available