Advisor Recruiting Specialist, AdvisorChoice Consulting

Raymond James Financial, Inc. • Boston, MA • 1h ago

Job Summary

Under limited supervision, uses advanced knowledge and skills obtained through experience recruiting Financial Advisors. The Advisor Recruiting Specialist is responsible for consulting with experienced Financial Advisors and assisting in their exploration of affiliating with Raymond James. The Advisor Recruiting Specialist creates a customized recruiting experience and process including initial calls and subsequent next steps with the involvement of the Advisor Recruiting Consultant (ARC) at key stages and or by the ARC's direction. The Advisor Recruiting Specialist role involves planning and following up on next steps of referrals, including face-to-face meetings, pro-forma analyses, technology demos, transition calls, and Home Office Visits (HOVs), in collaboration with the ARC. The Advisor Recruiting Specialist proactively maintains connections with long-term candidates to drive progress, makes outbound calls to source prospective advisors, and hosts prospects at Raymond James sponsored events. Additionally, the specialist travels to meet advisors as needed, establishes and maintains relationships with internal stakeholders, including but not limited to branch managers and local business owners, to ensure a seamless recruiting process. The Advisor Recruiting Specialist acts in a professional sales and marketing capacity to help meet individual and shared goals.

Essential Duties and Responsibilities

Initiate outbound prospecting and follow-up calls, which may include cold calls to Financial Advisors and reviving existing warm prospects.

Works in a collaborative environment with the ARC and internal team members in order to meet deadline driven objectives.

Works to move interested Financial Advisors through the recruiting process, including hosting initial calls and coordinating next steps. May also collaborate with their ARC to recruit smaller prospective advisors under their guidance. The ARC will be looped in prior to the HOV and deal stage

Aids in the follow up and planning of next steps alongside ARC for all referrals in the pipeline. This could include but is not limited to: Face to Face Meetings, Pro-Forma, Technology Demos, Transition Calls, and HOVs.

Proactively reaches out to longer-term candidates to maintain connections and drive next steps.

Makes outbound phone calls as necessary to help source prospective advisors.

Ability to host prospects at Raymond James sponsored events.

Travels to meet advisors along with the ARC as necessary.

Establishes relationships with internal stakeholders to ensure a seamless recruitment process.

Lead the work of others and provide training, coaching and mentoring to less experienced associates.

Knowledge, Skills, and Abilities

Knowledge of

Recruiting Concepts, practices and procedures of business development in a financial services environment.

Consulting in a Collaborative Team Structure.

Principles of finance and securities industry operations.

Financial markets and products.

Skill in

Sourcing and developing sales prospects.

Developing business development strategies.

Maintaining and expanding referral sources.

Making outbound prospecting & follow-up calls and turning them into next step opportunities.

Maintaining relationships with all stakeholders.

Effective questioning and listening techniques.

Operating standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases.

Ability to

Work closely with ARC in various next steps with and without direction to improve the prospective advisors recruiting experience.

Partner with other internal stakeholders to accomplish objectives.

Research, interpret, analyze and apply information about prospects and recruiting process.

Organize, prioritize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment.

Perform fundamental human resource management activities.

Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels to accomplish objectives.

Work independently as well as collaboratively within a team environment.

Educational/Previous Experience Requirements

Bachelor's Degree preferred with a minimum of five (5) years of experience in business development or sales within the financial services industry or recruitment of experienced financial advisors.

OR ~

An equivalent combination of experience, education, and/or training approved by Human Resources.

Licenses/Certifications

None require, 7 preferred.

Travel

Travel Required: Yes, up to 50% of the Time

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