Lead high impact recruiting efforts for Novice and Experienced Advisors, franchise staff, and external practice acquisitions
Build and manage a diverse sourcing strategy; screen and interview candidates and guide them from initial contact to onboarding and career development
Collaborate with the Franchise Field Vice President (FFVP), Franchise Consultants, and Advisors to boost engagement and accelerate practice growth
Lead the annual business planning process for the territory with high participation and goal-setting
Design and execute customized onboarding plans for new advisors and acquired practices to ensure smooth transitions and ramp to production
Support field leaders and top advisors with strategic messaging, growth resources, and ad hoc requests; act as connector between advisors and tools while guiding matrix partners
Requirements
Bachelor’s degree or equivalent experience
5+ years of experience in recruiting, onboarding, or business development
Proven ability to work independently and collaboratively
Strong project management and strategic execution skills
Exceptional communication, relationship-building, and influencing abilities
Willingness to travel 15–20%
Must reside in CST, MST, or PST (preferred)
Preferred: Experience in financial services or advisor recruiting
Preferred: FINRA Series 7 and Series 66 licenses
Preferred: Familiarity with multi-office or remote team support
Benefits
Variable pay in the form of bonus, commissions, and/or long-term incentives
Competitive and comprehensive benefits program that supports all aspects of your health and well-being
Vacation time
Sick time
401(k)
Health insurance
Dental insurance
Life insurance
ATS Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.