Key skills
Negotiation
About this role
Role Overview
- driving the growth of the firm by identifying, attracting, and recruiting high-quality financial advisors
- serving as a strategic business partner and brand ambassador
- managing the full recruiting lifecycle—from prospecting and relationship development through due diligence, offer negotiation, and successful onboarding
- developing recruiting leads through proactive outgoing solicitations
- managing the transition of new recruits by supporting the transition coordinator
- hosting Home Office Visits with recruits to provide an exceptional experience
Requirements
- 5 or more years of experience with corporate development, recruiting, and/or business strategy
- deep knowledge of the independent wealth management industry
- exceptional relationship-building skills
- proven track record of influencing financial professionals through complex business decisions
Benefits
- paid time off
- paid holidays and floating holidays
- medical, dental, and vision coverage
- short
- and long-term disability
- company-paid life insurance
- volunteer time off
- wellness incentives