FINANCIAL SERVICES RECRUITING
RECRUITING IS OUR EXPERTISE
Our skilled recruiters and consulting professionals have over 67 years of combined financial services recruiting experience. We understand the culture, industry trends, and management systems of the financial services industry.
It’s easy to get comfortable with your recruiting, “mining” the same sources and attracting the same candidates. However, recruiting with a purpose helps you understand your market dynamics and can add a focus to your recruiting efforts and shape your team for maximum success.
Financial Services Recruiting Process
- Schedule initial meeting with hiring manager to discuss the firm inexperienced advisor value proposition, culture and “purposeful” candidate profile
- Recruiters identify and connect with successful career changers that fit the “purposeful” profile
- Recruiter has an initial phone conversation, establishes a relationship and conducts an in-depth overview of the opportunity. We cover compensation, licensing, work schedule, etc.
- Recruiter secures a time and date for the prospective candidate to meet with the hiring manager. We provide resume, data sheet and detailed conversation notes
- Recruiter sends emails and text to prospective candidate including interview location details along with bio of hiring manager. Text message is sent 1 day before interview as an interview reminder
- Recruiter calls candidate to debrief the conversation and provides details to the hiring manager
