Sr Advisor Recruiting Specialist

Wealth Enhancement Group • Minneapolis, MN

283d

About The Position

Wealth Enhancement Group has an exciting opportunity to join a successful and growing team. This role provides full life cycle recruitment and support to our advisor teams to identify and hire key talent.

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

• Advisor Recruiting for our Advisors Teams
• 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
• Assist our three Advisor Partner Programs to hire executive talent

Benefits

• 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)

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities
• Education Level: Bachelor's degree