Savvy Wealth

Senior Strategic Growth Associate, Advisor Recruiting

Savvy Wealth

full-time

Posted on:

Location Type: Remote

Location: United States

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Salary

💰 $80,000 - $120,000 per year

Job Level

Senior

About the role

  • Conduct proactive outbound prospecting to identify and engage potential financial advisors
  • Research and analyze target companies and industries to understand their needs and challenges
  • Initiate contact with financial advisors through cold calls, emails, and social media outreach
  • Qualify leads by conducting effective discovery conversations to uncover their pain points and requirements
  • Maintain accurate and up-to-date records of lead interactions and account information in our CRM system
  • Stay up-to-date on industry trends, best practices, and competitive talent landscapes
  • Assist in the development and implementation of recruiting strategies and initiatives

Requirements

  • 3+ years of full-cycle recruiting experience (ideally in the Financial Sector or recruiting revenue-producing candidates)
  • Bachelor’s degree in Business, HR, or a related field; Master’s degree is a plus
  • Highly motivated and resilient by achieving hiring targets consistently
  • Ability to quickly build rapport, primarily via phone-based communication
  • Proficiency in using CRM software and sales tools (e.g., Salesforce, LinkedIn Recruiter, GSuite, and more).
  • Comfortable working in an early-stage startup environment
  • Nice to Have: Direct experience with navigating the complexities of hiring/recruiting financial advisors and/or wealth managers
  • Experience as a recruiter at a RIA, broker-dealer, wirehouse and/or custodian
Benefits
  • Competitive salary and equity package
  • Unlimited PTO + paid company holidays
  • Access to holistic medical, dental, and vision plans
  • Company 401(k), Commuter, and HSA/FSA plans
  • NYC office in the heart of Manhattan
  • Lunch and snacks provided in the office
  • Access to virtual mental health care (Spring Health), vision related benefits (XP Health), and health concierge (Rightway) to help you find the right care
  • Access to counseling for stress management, dependent care, nutrition, fitness, legal, and financial issues (Guardian WorkLifeMatters EAP)
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
full-cycle recruitinglead qualificationdiscovery conversationsprospectingresearch and analysis
Soft Skills
highly motivatedresilientrapport buildingcommunication
Certifications
Bachelor’s degreeMaster’s degree