Regional Wealth Advisor Recruitment Lead

Cetera Financial Group; San Diego (CA); On-site; USD 99,000 - 121,000; Full time

Job summary

Cetera Financial Group is seeking a Regional Business Development Manager to lead the recruitment of Financial Advisors into CFG’s network of Broker-Dealers. The role requires building relationships, presenting CFG’s value proposition, and achieving recruitment targets across the Western region, with 50%+ travel.

The ideal candidate has established relationships and an entrepreneurial drive. You will manage advisor recruitment, negotiate offers, and serve as the primary contact.

Qualifications

• Minimum 5+ years related work experience within financial services within a sales environment.
• FINRA Series 7, 65 or 66 licenses.
• Negotiation and creating compelling value propositions for prospective clients.
• Effective communication and presentation techniques.
• Working knowledge of Salesforce and Excel.
• Understanding of the sales process and relevant metrics.
• Strong knowledge of the Financial Services industry.
• Ability to represent CFG within the community and professional organizations.

Responsibilities

• Develop leads and build relationships with prospective Financial Advisors. through professional yet persistent, ongoing contact.
• Create a recruiting plan for your territory.
• Accountable for meeting recruitment goals.
• Serve as the primary point of contact with Financial Advisors, articulate and sell our business model and the benefits of affiliating with CFG.
• Use your discretion in evaluating an advisor’s fit for CFG through knowledge of their book of business and other interactions with the advisor.
• Deliver business presentations to prospective advisors and provide consultative support on CFG services, products, and technology.
• Negotiate and close offers to Financial Advisors by comparing our independent brokerage model to the advisor’s existing compensation structure.
• Capture recruiting activity throughout the Business Development pipeline using tools including but not limited to Salesforce and Excel.
• Participate in outbound social media and call campaigns related to Business Development.
• Work with cross-functional teams to support ongoing solution development and execution of recruiting process enhancements.

Skills

Financial services sales

Negotiation

Communication

Relationship building

Sales process knowledge

Salesforce familiarity

Excel familiarity

Industry knowledge

Networking/representation

Tools

Salesforce

Excel

Job description

Cetera Financial Group is seeking a Regional Business Development Manager to lead the recruitment of Financial Advisors into CFG’s network of Broker-Dealers. The role requires building relationships, presenting CFG’s value proposition, and achieving recruitment targets across the Western region, with 50%+ travel.

The ideal candidate has established relationships and an entrepreneurial drive. You will manage advisor recruitment, negotiate offers, and serve as the primary contact.