Regional Advisor Recruiter

Description

Founded in 2003, IFG provides an array of business solutions supporting more than 482 independent financial professionals across 372 offices nationwide. IFG was named among the “Fastest Growing Private Companies in the US” by Inc. 5000 in 2020, for the eighth time since 2010. San Diego Business Journal ranked IFG #7 among the Largest Private Companies in San Diego in 2022. IFG was ranked 19 th Independent Broker-Dealer based off revenue in 2023 by Financial Planning Magazine. In 2024, IFG was ranked 16 th largest among national independent broker-dealers by Financial Advisor Magazine, based on revenue.

We are seeking a dynamic and results-driven individual to join our team as a Regional Advisor Recruiter. In this role, you will be responsible for the full cycle recruiting process, from sourcing and attracting leads to closing successful hires of qualified registered representatives. You will work closely with key internal stakeholders, including the Managing Director and CMO, to develop effective recruiting strategies and ensure that new hires meet the high standards and requirements of our broker/dealer services.

Your success will be driven by your ability to establish and nurture relationships within the broker/dealer community, identify growth opportunities, and build a strong pipeline of qualified candidates. You will play an integral role in helping us grow our network while staying current with industry trends and best practices.

If you are a proactive, organized professional with strong communication skills and a passion for recruitment, we want to hear from you!

Job Duties

• Responsible for full cycle recruiting efforts including generating and attracting leads, identifying qualified target advisors, building relationships with registered representatives and investment advisors, and closing the sale
• Careful review and selection of registered representatives that meet the broker/dealer’s requirements and standards
• Develop and execute a recruiting plan that includes prospecting, establishing, and maintaining relationships with representatives, wholesalers, and other sources that may be able to provide you leads
• Work closely with the Managing Director, CMO to develop strategies sell and market the broker/dealer’s products and services
• Extensive phone communication with members of the broker/dealer community
• Stay informed of trends and innovative recruiting techniques in order to be competitive
• Maintain accurate and well-organized documentation on all prospects in a CRM system
• Develop a comprehensive recruiting strategy to identify new opportunities and markets
• Qualify prospects to ensure they meet IFG standards in regard to production, compliance, and customer service
• Generate leads through networking, relationship building, and cold calling
• Serve as the main point of contact for registered representatives transitioning to IFG
• Conduct research and remain current with trends impacting the securities industry
  
  

Qualifications

• Strong knowledge of broker/dealer services
• Established contacts including potential registered representatives
• Self-motivated, positive and energetic
• Possess clear, articulate communication skills; polished, professional phone and in-person demeanor; and strong relationship-building skills
• Prior recruiting experience in the broker/dealer community
• Sales and/or Securities experience preferred or related degree
• Able to adjust communications and recruiting style to be effective with different personality types
• Dynamic, engaging, and outgoing personality
• Excellent networking skills
• Tenacity and commitment needed to nurture relationships through recruiting process
• Must be a self-starter with excellent time management skills
• Excellent written and verbal communication skills including the ability to spend large periods of time on the telephone
• Demonstrated problem-solving skills and the ability to overcome objections
• Proficiency with Microsoft Office applications and database management tools
  
  

Education and Experience

• Bachelor's degree from an accredited college or university required
• Minimum 3 years' work-related experience in industry
  
  

Certifications, Licenses, Registrations

• FINRA Series 6 or 7 registration preferred
  
  

Compensation/Benefits Package

IFG offers a competitive benefits package including free on-site fitness center, company-paid medical insurance, 401(k) matching, and market-level compensation, based on experience.