New Entrant Program Recruiter
About The Position
Cetera Financial Group is seeking a dynamic and driven professional to join our Business Development team. As an Internal Business Development Consultant, you will play a pivotal role in attracting and recruiting independent, growth-oriented Financial Professionals to Cetera’s network of Broker Dealers. You’ll serve as the first point of contact for prospects, articulating the value of our business model and positioning Cetera as the wealth management firm of choice. In this role, you will collaborate closely with External Recruiters and cross-functional teams to generate leads, manage recruitment pipelines, and support firm leadership through the development of scalable programs and support materials. Your efforts will directly contribute to the success of our recruitment strategy and the growth of our advisor community. Primary location of focus will be Dallas, TX.
Requirements
- Effective communication and presentation techniques.
- Proactive outreach mindset with strong initiative in building connections through outreach
- Strong working knowledge of Word, Excel, PowerPoint, Salesforce, and Outlook.
- Understanding of recruiting and sales techniques.
- Demonstrated ability to organize, plan, and prioritize a variety of assignments.
Nice To Haves
- Bachelor’s degree in Business, Marketing, Finance, Economics, or related field of study and/or equivalent experience
- 3+ years related work experience within financial services
- 3+ years of experience within a recruiting or sales environment
Responsibilities
- Support External Recruiters through a defined service level that includes: consultation, consistent communication, tracking recruiting pipeline, maintaining candidate profiles, MarketPro information and field visits.
- Track candidate progress through the Business Development pipeline using tools such as Salesforce and Microsoft Excel.
- Develop, lead and manage targeted recruiting campaigns within assigned territories in partnership with External Recruiters.
- Serve as the initial point of contact for prospective new entrant financial professionals, clearly communicating CFG’s business model, community value propositions and the benefits of affiliation.
- Evaluate candidates fit for CFG channels and communities using insights from their book of business, conversations, and publicly available information through meetings and one on one discussions.
- Consult with External Recruiters to develop and maintain roadmaps/playbooks documenting best practices of an effective recruiting process.
- Partner with Demand Center and experienced advisor recruiting colleagues to support lead generation efforts and work cross-functionally to drive solution development and execution.
- Create and maintain engaging sales enablement materials that effectively convey CFG’s story and brand.
- Develop virtual and in-person experiences to improve New Entrant recruiting effectiveness through one-on-one coaching, best practice sharing, and large group discussions.
Benefits
- Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.
- Easy access to mental health benefits to meet our team members and their families where they are.
- 20 plus days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.
- 401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years.
- Paid parental leave to support all team members with birth, adoption, and foster.
- Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.
- Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
