Associate Recruiter of Financial Advisors

3.3 Advisor Group – Jersey City, NJ 8 days ago
$36k-$61k(Glassdoor est.)

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Glassdoor Estimated Salary

$47,000/ year

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Advisor Group Careers

Our strengths, combined with the collective strengths of our advisors, provide powerful momentum to meet the next generation of challenges and opportunities.

Location: 10 Exchange Place, Suite 1410, Jersey City, NJ 07302

The Associate Recruiter focuses on recruiting independent financial professionals (broker dealers) to a long-term relationship with Royal Alliance Associates (RAA), a member of Advisor Group. This role is focused in 3 primary channels: leveraging a strong recruiting culture and process; assisting efforts led by SVP Recruiting and team; and working with existing Branch Managers (RAA/OSJ) with their recruiting and onboarding efforts which showcase the value of Royal Alliance.

This position will spend approximately 75% of the time in recruitment activities focused on recruitment of financial advisors (broker dealers) to RAA and 25% in onboarding support work. We are looking for dynamic individuals who want to learn and grow with us that are passionate about customer focus and the financial services industry.

Associate Recruiter Responsibilities
  • Day to day tasks associated with recruitment of financial advisors (client relationship management)
  • Establish front-facing relationship with high profile recruits who have shown an interest in the firm – proactive outreach and open dialogue
  • Prospects and qualifies potential OSJ / Branch Manager quality recruits
  • Improves processes and develops creative solutions for prospecting, developing, and closing OSJs / Registered Representatives
  • Responsibilities for business development activities related to recruitment of new advisors to the firm
  • Evaluates potential OSJ’s business practices for profitability, risk and sustainability
  • Consults with existing OSJ’s / Branch Managers to identify and implement branch recruiting strategies to drive growth of affiliated offices
  • Initiates review of recruit’s FINRA and credit history and conducts proper due diligence on recruit or firm
  • Reviews recruit contracts and B/D privacy policies for restrictions; determine if representative is subject to non-compete or non-solicitation agreements. Review all outside business activities to ensure they are acceptable and within RAA policies.
  • Works with SVP, VPs and Finance to help forecast transition loan calculations, payout options, exceptions
  • Participates and plans (content, contacts and logistics) Home Office Visits (HOVs) for high profile recruits or large producer groups
  • Manages the travel and budget surrounding all HOV’s
  • Coordinates responses on all Requests for Proposals (RFP’s) including detailed answers from questionnaires that prospects have requested
  • 3-5 years of experience in the financial services industry (financial advisor recruiting experience preferred)
  • H.S. Diploma required, Bachelor’s Degree from accredited university preferred
  • Series 6 or Series 7 registration required
  • Life/Health insurance license preferred
  • Thorough knowledge of broker/dealer products and operations
  • Strong understanding of the financial services industry and field distribution systems
  • Financial, operational, marketing, financial servicescompliance acumen
  • Project management skills required
  • Proficient with Microsoft Office Suite (Word, PowerPoint, Excel, Outlook) and CRM’s; ability to learn and demonstrate proprietary systems
  • Strong focus on customer service, attention to detail, good organizational skills, ability to prioritize, and ability to work in a multi-task environment
  • Strong public speaking skills
  • Ability to prioritize goals and needs of representative and coordination of home office teams (Transition Team, Compliance, Product Marketing, and Technology)
  • Strong oral and written communication skills
  • Ability to influence high-level decision makers
  • Decision-making, particularly in a high-growth and risk-charged environment
Current Employees Apply Here
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