Sr Advisor Recruiting Specialist
| Company | Wealth Enhancement Group |
|---|---|
| Location | Minneapolis, MN, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Senior |
Requirements
- Bachelor’s Degree in related field preferred or equivalent experience
- 7+ years of experience in a corporate or recruiting agency setting with a focus in the financial services industry required
- Record of accomplishment in sourcing and pipeline development techniques that yielded results through various sourcing channels
- Understanding of employment laws as it pertains to recruitment and selection
- Strong interpersonal and networking skills that are effective in building a rapport with candidates and increase awareness of WEG as an employer of choice to a diverse pool of candidates
- Ability to successfully manage multiple openings and meet deadlines in a fast-paced environment
- Strong decision-making skills and the ability to exercise judgment, responsiveness, and sensitivity throughout the recruitment process
- Creative and innovative thinker with a passion for recruitment, diversity, and service excellence
- Highly proficient using applicant tracking systems. Experience using Workday a plus
- Skilled at using technology and social media to source candidates and build a diverse talent pipeline for current and future needs
- Highly proficient using MS-Office
- Strong oral and written communication skills
Responsibilities
- Job Intake with Advisor Recruiting Director
- Determine sourcing strategy based on type of hire; Advisor(s) with books of business in $15MM – $35MM+ range onto Advisor Teams looking for an experienced hire or successor advisor hire; or manages the recruiting workstream for Advisor with Movable Assets, Advisor with No Assets
- Post and monitor leads; proactively source for AFA, FA, VP and SVP Financial Advisors
- Build a pipeline of quality and actionable advisor targets. Manages the relationship with candidates sourced in conjunction with recruiter and Advisor Team
- Cultivate target lists and execute outreach through various channels including traditional cold-calling and email campaigns on current open roles
- Sells candidate on advisor opportunity
- Work with Advisor Recruiting Director to hand off qualified candidates for closing conversations
- Assist with interview process
- For hires with a movable book, verifies book of business, works with M&A team on APA and coordinates process in conjunction with the M & A and Integration Management Team
- For advisors with movable assets, verifies assets can be moved to WEG with appropriate internal parties
- Coordinates financial terms of offers for the FA Agreement with finance, legal and HR
- Coordinates with Human Resources & Advisor Services for onboarding and training
- Work with M&A team to identify Advisors with a book to move through existing sources
- Focus on Advisor(s) with books of business in the $50MM – $200MM range
- Manages the relationship with the candidate through M & A to onboarding
- Sells candidate on advisor opportunity
- Verifies book works for APA
- Assist our three Advisor Partner Programs to hire executive talent
Preferred Qualifications
- Bachelor’s Degree in related field preferred or equivalent experience