What are the responsibilities and job description for the Sr Advisor Recruiting Specialist position at Wealth Enhancement?
About Wealth Enhancement
Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 75,000 households from our over 100 offices - and growing - nationwide.
Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com.
Goals & Objectives
This role provides full life cycle recruitment and support to the advisor recruitment team to ensure a successful recruitment process for these key employees.
Primary responsibility is to source and recruit qualified candidates to advisor teams. Proactively sources candidates through networking, leveraging social media and involvement in professional organizations that attract candidates from diverse backgrounds. Interviews and pre-qualifies candidates for Advisor roles. Creates a positive candidate experience that supports WEG’s employment brand.
Job Functions
Advisor Recruiting for Advisors Teams – Succession and Team Capacity Hires
This position requires the ability to:
Our benefits aim to balance four key elements that make life and work meaningful: health and wellness, financial well-being, professional development, and work/life harmony. You may participate in the following benefits & development opportunities:
Information provided on this application will be kept confidential and only be shared with those involved in the selection process.
Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify.
Click the following link to view Federal and E-Verify posters: Link
OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems.
Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 75,000 households from our over 100 offices - and growing - nationwide.
Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com.
Goals & Objectives
This role provides full life cycle recruitment and support to the advisor recruitment team to ensure a successful recruitment process for these key employees.
Primary responsibility is to source and recruit qualified candidates to advisor teams. Proactively sources candidates through networking, leveraging social media and involvement in professional organizations that attract candidates from diverse backgrounds. Interviews and pre-qualifies candidates for Advisor roles. Creates a positive candidate experience that supports WEG’s employment brand.
Job Functions
Advisor Recruiting for Advisors Teams – Succession and Team Capacity Hires
- 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 Adviso r 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 talent for RVP Roles
- 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.
This position requires the ability to:
- Stand or sit for long periods of time,
- Ability to use the telephone and computer systems
- Ability to travel independently to close deals, as needed
Our benefits aim to balance four key elements that make life and work meaningful: health and wellness, financial well-being, professional development, and work/life harmony. You may participate in the following benefits & development opportunities:
- Training and professional development
- Medical, dental and vision coverage (Available to employees and their families)
- Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses
- Life and AD&D insurance – employer paid and voluntary options
- Short-term and long-term disability, workers compensation – employer paid
- 401k with match and profit sharing
- Wellness programs and resources
- Voluntary benefits, including pet insurance
- 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)
- 12 paid holidays each year (10 pre-determined and 2 floating days)
- Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)
- Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)
Information provided on this application will be kept confidential and only be shared with those involved in the selection process.
Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify.
Click the following link to view Federal and E-Verify posters: Link
OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems.
