• Job Description

  Req#: 300000563508014
  Job Description
  
  Summary: The Financial Institutions Recruiting Specialist plays a crucial role in attracting and onboarding individual advisors and financial programs for partner banks and credit unions. This position serves as the main point of contact for financial institution partners regarding individual advisor recruiting needs.
  
  Core responsibilities include opening new requisitions, conducting cold calls and proactive outreach, presenting the financial institution and Cetera value proposition, responding to advertising and web leads, and coordinating with external recruiting firms. The role involves collaboration with various management teams to develop a systematic and segmented recruiting strategy, as well as arranging and coordinating visits, face-to-face meetings, and conference calls.
  
  What you will do:
  
  • Develop leads and build relationships with prospective Financial Advisors through professional, persistent outreach.
  • Create recruiting plans for assigned territories and financial institution partners.
  • Meet established recruitment goals.
  • Act as the primary contact for advisor recruiting efforts with financial institution program management, human resources, prospective Financial Advisors, and the Cetera Financial Institution Growth organization.
  • Articulate and promote the financial institution and Cetera business models and the benefits of affiliation.
  • Evaluate advisor fit based on business profile and interactions with both the advisor and key decision-makers at the financial institution.
  • Deliver business presentations and provide consultative support on CIS services, products, and technology.
  • Prepare and present recruiting performance updates to executives.
  • Track recruiting activity using tools such as Salesforce and Excel.
  • Participate in outbound social media and call campaigns related to advisor opportunities.
  • Collaborate with cross-functional teams to enhance recruiting processes and implement solutions.
  • Support the onboarding process for new advisors.
  
  What you will have:
  
  • Proven experience as a sales professional, with a proven network of financial advisors
  • Strong negotiation skills with the ability to craft and communicate compelling value propositions to prospective advisors
  • Excellent verbal and written communication skills, including effective presentation techniques
  • Proficiency in Salesforce and Microsoft Excel
  • Solid understanding of the sales process and key performance metrics
  • In-depth knowledge of the financial services industry, including advisor business models and institutional partnerships
  • Ability to represent the organization professionally within the community and industry associations
  
  What is nice to have:
  
  • Bachelor's degree in business, finance, or a related field
  • 5 - 8 years of experience in advisor recruiting, particularly within financial institution investment programs
  • FINRA Series 7 and 65 or 66 licenses
  • Excellent written and verbal communication skills
  
  
  Compensation Range:
  
  The base annual salary range for this role is $75,000 to $90,000, plus a competitive incentive compensation package. Base annual salary depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, and location. Base annual salary may also differ significantly due to geography and cost of labor considerations.
  
  #LI-Remote
  
  About Us
  
  What we give you in return:
  
  Not many teams can say that they support people's dreams coming to life... We happen to do that every day. And as important as we know your career is, we recognize that there's a whole lot more to life. To ensure that our Employees can make the most of their time outside of working hours, we offer a competitive salary and for full-time roles, a benefits package including:
  
  
  • 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+ 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.
  
  About Cetera Financial Group:
  
  Cetera Financial Group® ("Cetera") is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is an independent financial advisor network and a leading provider of retail services to the investment programs of banks and credit unions.
  
  Through its multiple distinct firms, Cetera offers independent and institutions-based advisors the benefits of a large, established broker-dealer and registered investment adviser, while serving advisors and institutions in a way that is customized to their needs and aspirations. Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support and innovative technology.
  
  "Cetera Financial Group" refers to the network of retail independent broker-dealers encompassing, among others, Cetera Advisors, Cetera Advisor Networks, Cetera Financial Institutions,and Cetera Financial Specialists.
  
  Cetera Financial Group is committed to providing an equal employment opportunity for all applicants and employees. For us, this is the only acceptable way to do business. Accordingly, all employment decisions at the Cetera Financial Group, including those relating to hiring, promotion, transfers, benefits, compensation, and placement, will be made without regard to race, color, ancestry, national origin, citizenship, age, physical and/or mental disability, medical condition, pregnancy, genetic characteristics, religion, religious dress and/or grooming, gender, gender identity, gender expression, sexual orientation, marital status, U.S. military status, political affiliation, or any other class protected by state and/or federal law.
  
  Agencies please note: this recruitment assignment is being managed directly by Cetera's Talent Acquisition team. We will reach out to our preferred agency partners in the rare instance we require additional talent options. Your respect for this process is appreciated.
  
  Please review our Workforce Privacy Policy for further details on what information we collect and the purposes for collection.

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