Recruiter-Financial Advisors

1 month ago


Atlanta, United States SFA Holdings, Inc. Full time

Position Summary

The Business Development Director will be responsible for identifying and successfully guiding qualified advisor candidates through SFA Partners’ recruiting process to affiliation. 


Essential Functions

Responsible for all phases of the recruiting process:

  • Build and manage an active pipeline of qualified advisor candidates that meet or exceed SFA Partners’ target profile
  • Conduct mutual due diligence including coordinating and hosting home office visits
  • Design and Close Offers to Affiliate that meet or exceed SFAP’s revenue goals
  1. Assist in setting recruiting strategy to achieve recruiting targets
  2. Measure recruiting results (B/D revenue and Strategic Blueprint Assets) and refine strategy and process based upon results of defined metrics
  3. Create forecasts for recruiting and present to senior leadership monthly and the Board of Directors quarterly, upon request
  4. Manage and grow relationships with third-party recruiting firms
  5. Build and manage relationships with Custodial Business Development Officers (BDO’s)
  6. Build and manage relationships with Sponsor/Wholesalers to generate lead flow
  7. Collaborate with SFA Partners Transition team to continually refine strategies for the successful onboarding of new financial professionals to the company
  8. Acquire, develop, and present a strong understanding of SFA Partners (i.e., The Strategic Financial Alliance and Strategic Blueprint) offerings and financial models
  9. Develop and communicate the Vision of our Company and our Culture of Independence to potential advisors
  10. Assist in building and managing specific targeted campaigns collaborating with marketing and other stakeholders


Qualifications

Required:

  1. Bachelor’s degree
  2. Minimum of seven (7) years in asset management sales and/or relationship management
  3. Series 7 and 63
  4. Proven track record of growing advisor relationships and closing business generating revenue
  5. Experience with intermediaries (advisors and consultants)
  6. Strategic thinker committed to collaborating within a team environment
  7. Possess high energy, success driven motivation, and a commitment to excellence
  8. High level of interpersonal and relationship skills essential with the ability to operate in a dynamic, fast-paced, customer-driven environment
  9. Exceptional verbal, written and presentation skills (grammar, writing, and editing)


Preferred:

  1. Additional advanced degrees and/or industry designations
  2. Series 66 or 65
  3. Strong knowledge of industry trends, regulation, and operations


Of Note:

·        80% of advisor interaction will be via phone or Zoom

·        The remaining 20% will be presenting in person either at SFA Home office or the advisor’s place of business.



  • atlanta, United States SFA Holdings, Inc. Full time

    Position SummaryThe Business Development Director will be responsible for identifying and successfully guiding qualified advisor candidates through SFA Partners’ recruiting process to affiliation. Essential FunctionsResponsible for all phases of the recruiting process:Build and manage an active pipeline of qualified advisor candidates that meet or exceed...

  • Financial Advisor

    1 month ago


    Atlanta, United States Prudential Financial Full time

    We are looking for Experienced Advisors to join our Team at Southern Financial Group!You've built a successful practice and now you want more. At Prudential Advisors we want to help you grow your business and be a resource to you and your clients.Prudential will provide you with the tools, the products, and a platform to deliver an outstanding client...


  • Atlanta, Georgia, United States Thrivent Financial Full time

    About the RoleWe are seeking a skilled Virtual Financial Advisor to join our team at Thrivent Financial. As a key member of our Virtual Advice team, you will work closely with clients to understand their financial goals and develop personalized strategies to achieve them.With a strong focus on community engagement, our team is dedicated to helping people...

  • Financial Advisor

    3 weeks ago


    Atlanta, United States UpTick Financial- Advisor Recruiters and Consultants Full time

    UpTick Financial is partnering with a well-established investment advisory firm in Atlanta, GA committed to managing the assets of individuals, families, trusts, estates, charitable organizations, endowments, foundations, and retirement plans. We are seeking a financial advisor with a portable book of business and a strong financial planning background to...

  • Financial Advisor

    3 weeks ago


    atlanta, United States UpTick Financial- Advisor Recruiters and Consultants Full time

    UpTick Financial is partnering with a well-established investment advisory firm in Atlanta, GA committed to managing the assets of individuals, families, trusts, estates, charitable organizations, endowments, foundations, and retirement plans. We are seeking a financial advisor with a portable book of business and a strong financial planning background to...

  • Financial Advisor

    3 weeks ago


    Atlanta, United States UpTick Financial- Advisor Recruiters and Consultants Full time

    UpTick Financial is partnering with a well-established investment advisory firm in Atlanta, GA committed to managing the assets of individuals, families, trusts, estates, charitable organizations, endowments, foundations, and retirement plans. We are seeking a financial advisor with a portable book of business and a strong financial planning background to...

  • Financial Advisor

    3 weeks ago


    atlanta, United States UpTick Financial- Advisor Recruiters and Consultants Full time

    UpTick Financial is partnering with a well-established investment advisory firm in Atlanta, GA committed to managing the assets of individuals, families, trusts, estates, charitable organizations, endowments, foundations, and retirement plans. We are seeking a financial advisor with a portable book of business and a strong financial planning background to...

  • Financial Advisor

    3 weeks ago


    Atlanta, United States The Piedmont Group Full time

    Description Our firm is driven by results. The average experienced Financial Advisor's practice, grows 4x at The Piedmont Group. Our firm ranks #4th in Massmutual system for 1st year advisor production. Whether you are new to the financial industry, or looking to elevate your practice, our advisors have conquered both journeys. The Piedmont Group is a...

  • Financial Advisor

    4 weeks ago


    Atlanta, United States The Piedmont Group Full time

    Job DescriptionJob DescriptionOur firm is driven by results. The average experienced Financial Advisor's practice, grows 4x at The Piedmont Group. Our firm ranks #4th in Massmutual system for 1st year advisor production. Whether you are new to the financial industry, or looking to elevate your practice, our advisors have conquered both...


  • Atlanta, Georgia, United States Equitable Advisors Full time

    About UsAt Equitable Advisors, we're driven by our mission to help our clients secure their financial well-being, providing them with the confidence to pursue long and fulfilling lives. We're passionate about making a positive impact on the futures of individuals and businesses by offering financial services and products that address their evolving financial...

  • Financial Advisor

    3 weeks ago


    Atlanta, United States gpac Full time

    Job Description We are seeking a dedicated Financial Advisor to join our team. Responsibilities: Provide comprehensive financial planning and investment advice. Develop and implement tailored financial strategies. Maintain strong client relationships and provide ongoing support. Stay updated on market trends and regulatory changes. Requirements: Proven...

  • Senior Wealth Advisor

    4 weeks ago


    Atlanta, Georgia, United States Mercer Advisors Full time

    Job SummaryThe Senior Wealth Advisor plays a crucial role in our client-focused, team-centered environment, working under the direction of one of our Managing Directors and local office Wealth Management leadership to support the team's region-wide business development and client service efforts.Key ResponsibilitiesFunction as the primary trusted advisor to...


  • Atlanta, Georgia, United States TFA Advisors Full time

    Financial Services ConsultantA career opportunity with TFA Advisors offers a unique chance to join a dynamic team of financial services professionals. As a Financial Services Consultant, you will work with individuals, families, and business owners to help them achieve their financial goals.Our firm is committed to providing world-class training and support...


  • Atlanta, Georgia, United States Truist Financial Full time

    Job DescriptionThe position of Wealth Advisor III at Truist Financial involves serving as the primary relationship advisor for high net worth and ultra-high net worth wealth clients. This role requires developing and deepening client relationships through needs-based, high-level client service and delivery of the full suite of Truist Wealth solutions.The...


  • Atlanta, Georgia, United States Bank of America Full time

    Job DescriptionMerrill Financial Solutions Advisors work with high-net worth clients to identify their needs, develop relationships, review investment goals, and prepare investment recommendations that align with their goals.Key Responsibilities:Leverage technology to achieve business growth goalsProfile activities to determine a client's investor profile...


  • Atlanta, United States Voya Financial Full time

    Together we fight for everyones opportunity for a better financial future. We will do this together with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyones access to opportunitie Client Advisor, Insurance, Solutions, Associate, Solution, Advisor, Technology


  • Atlanta, Georgia, United States The Piedmont Group Full time

    At The Piedmont Group, we're driven by results. As the largest MassMutual firm in the Southeast, we've built a reputation for recruiting top producers and taking them to the next level.New financial advisors know us as the agency nationally ranked for developing 1st year advisors. You're one conversation away from knowing The Piedmont Group and unlocking...


  • atlanta, United States Northwestern Mutual Full time

    **Local Atlanta Candidates Only**As a Northwestern Mutual Financial Representative (FR), you'll build lasting relationships with your clients and help them achieve their financial goals. You'll also help solidify your own future. This career offers flexibility at a company where hard work is valued and rewarded.Joining the Northwestern Mutual team gives...


  • Atlanta, United States Northwestern Mutual Full time

    **Local Atlanta Candidates Only**As a Northwestern Mutual Financial Representative (FR), you'll build lasting relationships with your clients and help them achieve their financial goals. You'll also help solidify your own future. This career offers flexibility at a company where hard work is valued and rewarded.Joining the Northwestern Mutual team gives...


  • Atlanta, United States Northwestern Mutual Full time

    **Local Atlanta Candidates Only**As a Northwestern Mutual Financial Representative (FR), you'll build lasting relationships with your clients and help them achieve their financial goals. You'll also help solidify your own future. This career offers flexibility at a company where hard work is valued and rewarded.Joining the Northwestern Mutual team gives...