Director, Financial Advisor Recruiting

CCI Consulting; Philadelphia (Philadelphia County); On-site; USD 85,000 - 120,000; Full time

Benefits offered by this job

Relocation assistance available

Job summary

CCI Consulting is looking for an experienced Director of Financial Advisor Recruiting to lead the recruitment of qualified financial advisors. The ideal candidate will have over 5 years of recruiting experience and a strong background in financial services.

This role involves developing recruiting plans and strategies to maintain strong relationships with financial advisors and branch managers. A Bachelor's degree is required, and relocation assistance is available if necessary.

Qualifications

• 5 or more years recruiting sales professionals.
• 7 or more years experience in financial services.
• Experience in the 403(b) retirement plans marketplace is preferred.

Responsibilities

• Identify and recruit qualified financial advisors.
• Design and implement recruiting strategies to attract new financial advisors.
• Maintain a comprehensive database of recruit prospects.

Skills

Exceptional relationship building and influencing skills

Excellent communication skills, both oral and written

Education

Bachelor’s Degree

Job description

Outstanding Director, Financial Advisor Recruiting Role available with a full-service broker-dealer and registered investment advisor organization which, serves the diverse and changing financial needs of more than 235,000 individual investors, and representing over $23 billion in assets.

Job Description

The Director, Financial Advisor Recruiting will seek to identify and recruit qualified financial advisors, and perform full lifecycle recruiting. The successful candidate will work with branch managers, and will be accountable for designing and implementing all facets of recruiting strategies that will attract new financial advisors.

Ideal Candidates

• Develop and execute the recruiting plan, including prospecting, cultivating, and maintaining relationships with financial advisors/branch managers and isolating sources that provide leads.
• Maintain a comprehensive database of recruit prospects.
• Develop and document recruiting strategies and train branch managers to implement them, staying informed of trends and innovative recruiting techniques to remain competitive.
• Develop referral sources for locating potential new recruits and act as a consultative resource, active member, and trusted advisor to potential recruits to explain the benefits of being associated with Lincoln Investment and evaluate their suitability.
• Interview all prospects and coordinate with branch managers on follow-up interviews.
• Develop/lead approaches for integrating all methods of recruiting (web-based, print advertising, etc.) and select, approve, and manage web-based recruiting portals.

Qualifications

• 5 or more years recruiting sales professionals.
• 7 or more years experience in financial services.
• Experience in the 403(b) retirement plans marketplace is preferred.

Skills

• Exceptional relationship building and influencing skills.
• Excellent communication skills, both oral and written.

Education and Training

• Bachelor’s Degree.

Additional Information

Compensation for this role will be commensurate with experience.

Relocation assistance available if necessary.