VP, Advisor Recruiting FSC Securities
Company: Advisor Group
Posted on: January 15, 2019
Be a part of the team behind our success At Advisor Group, we support more than 5,000 financial advisors, the people who help everyday Americans achieve their dreams. Were a billion-dollar business with the mentality and drive of a startup. Join us in building something special. Business Development Opportunity in Financial Services Vice President, Recruiting FSC Securities Location: 10 Exchange Place, Suite 1410 Jersey City, NJ 07302 20 E Thomas Rd Suite 2000 Phoenix, AZ 85012 2300 Windy Ridge Parkway 750 Atlanta, GA 30339 7755 Third St. North Oakdale, MN 55128 This position is also open to remote candidates Summary: The Vice President, Recruiting position will focus on recruiting independent financial advisors to FSC, Securities Corporation (FSC) a member of Advisor Group. This role will be focused on the identification and successful recruitment of top-tier advisors that seek to operate an independent business with a true business partner. Working with the FSC Head of Acquisition and team, this position will be the driving force of communicating FSCs value proposition to the Advisor Community. In addition to seeking the right recruit, this position will partner closely with FSCs larger OSJs to assist the OSJ in adding advisors to their practices. This position will spend most of the time in activities focused on recruitment of financial advisors to FSC and in onboarding support work. We are looking for dynamic individuals who want to learn and grow with us that are passionate about customer focus and the financial services industry. Responsibilities: Day to day tasks associated with recruitment of financial advisors (client relationship management) in an assigned territory Establish front-facing relationship with high profile recruits who have shown an interest in the firm proactive outreach and open dialogue Prospects and qualifies potential OSJ / Branch Manager quality recruits Improves processes and develops creative solutions for prospecting, developing, and closing OSJs / Registered Representatives Responsibilities for business development activities related to recruitment of new advisors to the firm Initiates review of recruits FINRA and credit history and conducts proper due diligence on recruit or firm Reviews recruit contracts and B/D privacy policies for restrictions; determine if representative is subject to non-compete or non-solicitation agreements. Review all outside business activities to ensure they are acceptable and within FSC policies. Works with SVP, VPs and Finance to help forecast transition loan calculations, payout options, exceptions Participates and plans (content, contacts and logistics) Home Office Visits (HOVs) for high profile recruits or large producer groups All other duties as assigned Education Requirements: Bachelors degree from accredited university is required. Basic Requirements: 7 years of experience in the financial services industry Track record of successful recruiting into the independent advisor industry Thorough knowledge of wealth management products and operations Strong understanding of the financial services industry and field distribution systems Financial, operational, marketing, financial services compliance acumen Knowledge of Microsoft Office Suite (Word, PowerPoint, Excel, Outlook) and CRMs; ability to learn and demonstrate proprietary systems Strong focus on customer service Attention to detail, good organizational skills, ability to prioritize, and ability to work in a multi-task environment Strong public speaking skills Ability to prioritize goals and needs of representative and coordination of home office teams (Transition Team, Compliance, Product Marketing, and Technology) Strong oral and written communication skills Ability to influence high-level decision makers Decision-making, particularly in a high-growth and risk-charged environment Preferred Requirements: Life/Health insurance license
Keywords: Advisor Group, Atlanta , VP, Advisor Recruiting FSC Securities, Human Resources , Atlanta, Georgia
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