Financial Advisor Recruiter

2 hours ago


Chicago, Illinois, United States TERRANA GROUP LLC Full time
About TERRANA GROUP LLC

TERRANA GROUP LLC is a leading Financial Advisor recruiting and business development consulting firm based in Chicago, IL. With over 30 years of experience, we have established strong relationships with key decision makers at top wealth management firms.

Job Description

This is a hybrid/remote full-time position nationally (USA) as a Recruiter | Transition Consultant for Financial Advisors. The role involves cold call recruiting, and transition consulting for investment securities professionals.

Key Responsibilities
  • Source and screen potential Advisor candidates through hundreds of cold calls
  • Contribute to the TG team as support throughout the entire placement process
  • Utilize TG's 32 plus years of presentation and negotiation skills
Requirements
  • Excellent communication and interpersonal skills
  • Experience in phone sales, B2B relationship building, consulting, and project management
  • Knowledge of financial services wealth management firms and some insight of investment securities
  • Ability to provide training and support to clients, candidates, and team members
Preferred Qualifications
  • Experience in the wealth management industry
  • Strong networking and relationship-building skills
  • Bachelor's degree in a related field


  • Chicago, Illinois, United States TERRANA GROUP LLC Full time

    {"Role Overview====================This is a full-time role as a Recruiter in Chicago | Transition Consultant for Financial Advisors. The role involves recruiting, and transition consulting for investment securities professionals. The day-to-day tasks include cold calling to source and screening candidates, providing support throughout the placement process,...


  • Chicago, Illinois, United States TERRANA GROUP Full time

    Job Title: Recruiter | Transition ConsultantTERRANA GROUP LLC is a nationally recognized Financial Advisor recruiting firm and business development consulting company based in Chicago, IL.With over 3000 professional placements under our belt, we have strong relationships with key decision makers at top financial firms and offer expertise in interpreting the...

  • Financial Advisor

    1 day ago


    Chicago, Illinois, United States Ameriprise Financial Full time

    About the RoleWe are seeking a highly motivated and results-driven Financial Advisor to join our team at Ameriprise Financial. As a Financial Advisor, you will play a critical role in shaping the financial futures of our clients and helping them achieve their long-term goals.Key ResponsibilitiesAttend and engage in coaching and training led by our leadership...

  • Financial Advisor

    2 weeks ago


    Chicago, Illinois, United States CCG Business Solutions, LLC Full time

    Financial Advisor OpportunityWe are seeking a highly motivated and experienced Financial Advisor to join our team at CCG Business Solutions, LLC. As a Financial Advisor, you will be responsible for providing personalized financial planning and investment management services to our clients.Key Responsibilities:Provide financial planning and investment...

  • Financial Advisor

    2 weeks ago


    Chicago, Illinois, United States CCG Business Solutions, LLC Full time

    Job OpportunityWe are seeking a highly skilled and experienced Financial Advisor to join our team at CCG Business Solutions, LLC. As a Financial Advisor, you will be responsible for providing personalized financial planning and investment management services to our clients.Key ResponsibilitiesDevelop and implement customized financial plans to meet clients'...

  • Financial Advisor

    16 hours ago


    Chicago, Illinois, United States CCG Business Solutions, LLC Full time

    Job OverviewWe are seeking a highly skilled and experienced Financial Advisor to join our team at CCG Business Solutions, LLC. The successful candidate will be responsible for providing personalized financial planning and investment management services to our clients.Key ResponsibilitiesDevelop and implement customized financial plans and investment...

  • Financial Advisor

    2 weeks ago


    Chicago, Illinois, United States Northern Trust Full time

    About Northern TrustNorthern Trust is a leading global financial institution with a rich history dating back to 1889. As a Fortune 500 company, we have established ourselves as a trusted partner for individuals, families, and institutions seeking innovative financial solutions.Job Title: Relationship AdvisorThe Firm-To-Firm practice at Northern Trust...

  • Financial Advisor

    2 weeks ago


    Chicago, Illinois, United States Thrivent Full time

    About the RoleWe are seeking a highly motivated and experienced Financial Advisor to join our team at Thrivent. As a Financial Advisor, you will be responsible for providing personalized financial guidance and advice to our clients, helping them achieve their financial goals and objectives.Key ResponsibilitiesBuild and maintain strong relationships with...


  • Chicago, Illinois, United States Northwestern Mutual - Greater Chicago Full time

    Unlock Your Potential as a Financial AdvisorAt Northwestern Mutual - Greater Chicago, we're committed to helping you achieve your career goals and make a meaningful impact on the lives of others. Our Financial Advisor Preparatory Program is designed to equip you with the skills and knowledge you need to succeed in this rewarding field.Program HighlightsGain...


  • Chicago, Illinois, United States Lakeshore Financial Group Full time

    {"title": "Financial Advisor Opportunity", "content": "Unlock Your Potential with Lakeshore Financial GroupAre you a driven professional seeking a challenging and rewarding career in financial services? Lakeshore Financial Group is seeking a motivated Financial Advisor to join their Chicago team.As a Financial Advisor, you will have the opportunity to...

  • Financial Advisor

    1 week ago


    Chicago, Illinois, United States Northwestern Mutual - Greater Chicago Full time

    Job OverviewWe are seeking a highly skilled and experienced financial professional to join our team at Northwestern Mutual - Greater Chicago. As a key member of our team, you will be responsible for managing relationships with clients, developing and implementing investment strategies, and providing exceptional service to our clients.Key...

  • Financial Advisor

    2 days ago


    Chicago, Illinois, United States Fidelity Investments Full time

    About the RoleWe are seeking a highly skilled and motivated Financial Consultant to join our team at Fidelity Investments. As a Financial Consultant, you will play a critical role in helping our clients achieve their financial goals and objectives.Key ResponsibilitiesBuild and maintain strong relationships with clients to understand their financial needs and...


  • Chicago, Illinois, United States LPL Financial Holdings, Inc. Full time

    Unlock Your Potential as a Financial AdvisorLPL Financial partners with TruStage to offer a comprehensive suite of financial services to credit union clients. This employment opportunity at TruStage, located at Michigan State University Federal Credit Union (MSUFCU) in Chicago, IL, presents a unique chance to join Michigan State University Federal Credit...


  • Chicago, Illinois, United States Bank of America Full time

    Job Title: Financial Solutions AdvisorAt Bank of America, we are committed to helping our clients achieve their financial goals through personalized advice and customized solutions.Key Responsibilities:Provide comprehensive advice and guidance to clients on investment planning and wealth management.Develop and implement customized financial plans to meet...


  • Chicago, Illinois, United States BMO Financial Group Full time

    About the RoleBMO Financial Group is seeking a highly skilled and experienced Wealth Management Advisor to join our team. As a key member of our wealth management team, you will be responsible for providing exceptional client service and delivering tailored financial solutions to high net worth individuals and families.Key ResponsibilitiesDevelop and...


  • Chicago, Illinois, United States Creative Financial Staffing Full time

    Accounting ManagerWe are seeking an experienced Accounting Manager to join our team at Creative Financial Staffing. As a key member of our financial operations team, you will be responsible for the effective management and profitable operation of our assigned branch office.About the Company:We are one of North America's leading owners, operators, and...


  • Chicago, Illinois, United States Oxford Financial Group, Ltd. Full time

    Job Title: Managing DirectorOxford Financial Group, Ltd. is seeking a seasoned Managing Director to join our team in Chicago.About the Role:We are looking for a highly experienced professional to lead client engagements and deliver effective financial planning advice. The ideal candidate will have a strong track record of business development and a proven...


  • Chicago, Illinois, United States Creative Financial Staffing Full time

    Chief Financial OfficerCreative Financial Staffing is seeking a seasoned Chief Financial Officer to lead our client's financial operations. The ideal candidate will possess a strong background in nonprofit finance, with expertise in financial strategy, budgeting, and compliance.Key Responsibilities:Develop and execute financial strategies to support the...


  • Chicago, Illinois, United States University of Chicago Medical Center Full time

    Senior Advisor, Financial Planning and AnalysisBe part of a world-class academic healthcare system at the University of Chicago Medical Center as a Senior Advisor, Financial Planning and Analysis for the Financial Reporting department.This position offers a primarily remote work opportunity with the requirement to come onsite as needed. You may be based...


  • Chicago, Illinois, United States Oxford Financial Group, Ltd. Full time

    Job Title: Managing DirectorOxford Financial Group, Ltd. is seeking a seasoned Managing Director to join our Chicago office. As a key member of our team, you will work closely with high net worth individuals and families to provide comprehensive financial planning services and investment strategy implementation.Key Responsibilities:Lead client engagements...