Financial Advisor Recruiter

Financial Advisor Recruiter | New Business Development

 Would you like to have an impact on the future growth and profitability of a competitively strong financial services firm?  At American Portfolios, we operate in a team-based environment, made up of a diverse group of associates who are passionate, innovative and focused. We’re proud of our history, stability and proven track record of success. American Portfolios has numerous recognitions by a number of industry publications and organizations. Such acknowledgment includes: multiple Broker-Dealer of the Year* (Division III) wins by Investment Advisor magazine; multiple Think Advisor LUMINARIES awards; multiple finalist and award wins by WealthManagement.com Industry Award in multiple categories**; Corporate Citizen of the Year by Long Island Business News; multiple top placements as one of the Best Companies to Work for in the state of New York by the New York State Society for Human Resources Management (NYS-SHRM) and the Best Companies Group (BCG); and one of the Top Long Island Workplaces.

Sound like a company you would like to join? American Portfolios (AP) has recently opened an opportunity for an accomplished recruiting and sales professional to join the new business development team in achieving specific growth goals set forth on its corporate strategic roadmap. Skillful at relationship-building and articulate with communicating AP’s value proposition in the marketplace, this individual will lead the effort in expanding AP’s family of investment professionals who are in private practice pursuing and/or securing independence. After partnering with executive and senior management members in establishing recruiting goals and solutions, the chosen candidate will continue in developing leads through assessment of prospective advisors’ current business and determining their cultural alignment with AP’s strategies, goals and compliance procedures.  

 Responsibilities

• Develop and execute a recruiting plan based on the goals set forth on AP’s strategic roadmap 
• Determine suitability of a prospective advisor’s current business with company strategies, goals and compliance procedures
• Direct and develop business contacts and connections in a manner that supports a positive company image, while complying with required rules, regulations and ethical considerations
• Work with spheres of influence and team members in business development and marketing to generate sales qualified leads that build relationships with prospective advisors 
• Capture all recruiting activity within companywide-used AP Support platform powered by Salesforce 
• Direct the sourcing of candidates through referrals, networking, social media and search research
• Identify, recommend and implement process improvements that reduce workload and/or improve efficiencies in assigned areas of responsibility
• Attend and represent the firm by attendance at networking events, trade shows, conferences and seminars
• Prepare and deliver formal business presentations to qualified prospective advisors, highlighting the firm’s products, technology and services
• Provide consultation and education to qualified prospective advisors on platform options and partners, with field leadership and advisor recruitment team to evaluate options
• Serve as subject matter expert to internal and external stakeholders by developing and maintaining an advanced understanding of the company’s products, services and operational structure
• Maintain knowledge on current and emerging industry developments and trends, assessing the impact and collaborating with management to incorporate latest trends and developments in current and future solutions

 Job Requirements

• Strong knowledge of securities and insurance licensing, as well as state and federal registration, to be both a student and teacher of the industry
• Knowledge of online recruiting through social media platforms
• Demonstrated track record of consistently meeting and/or exceeding performance expectations in the recruiting space
• Understanding of how marketing campaigns integrate into an overall recruiting strategy
• Ability to build strong business relationships with key stakeholders
• Highly motivated, strategic, self-driven and results oriented, open and unafraid of new ideas
• Capable of working in a collaborative manner across the organization with a team-player attitude
• Strong direct sourcing and networking skills, with knowledge and ability to capture recruiting activity in organizational platforms
• Motivated by challenge and working in an incentive-based compensation structure
• Experienced in growing a professional salesforce
• Superior verbal and written communication skills
• Strong organizational and disciplined task-driven skills

 Education and Experience

• Bachelor’s degree or equivalent experience
• 10-plus years’ experience in financial advisor recruiting
• FINRA Series 7, 66 or equivalent required
• Experience in Salesforce platform preferred

Limitations and Disclaimer

The above job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties and skills required for the position. This job description in no way states or implies that these are the only duties to be performed by the employee occupying this position. All job requirements are subject to possible modification to reasonably accommodate individuals with disabilities. American Portfolios provides Equal Employment Opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. To perform this job successfully, the employee must possess the abilities or aptitudes to perform each duty proficiently. Continued employment remains on an “at will” basis.

* Based on a poll of registered representatives conducted by Investment Advisor magazine. Broker/dealers rated highest by their representatives are awarded “Broker/Dealer (B/D) of the Year.”

** Wealthmanagement.com Industry Award finalists are selected by a panel of independent judges made up of subject matter experts in the industry. Award is based on support provided to AP’s affiliated people and does not reflect public customers nor their account performance.