Senior Community Recruiting Specialist at Avantax Planning Partners

Dallas, Texas, United States -

Full Time

Start Date

Immediate

Expiry Date

15 Sep, 26

Salary

0.0

Posted On

17 Jun, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Sales, Negotiation, Financial Advisor Recruiting, Salesforce, Microsoft Excel, Presentation Skills, Relationship Management, Cold Calling, Strategic Planning, Consultative Selling, Onboarding, Financial Services Knowledge

Industry

Financial Services

Description

The Senior Community (Financial Institutions) Recruiting Specialist plays a crucial role in attracting and onboarding individual advisors and financial programs for partner banks and credit unions. This position serves as the main point of contact for financial institution partners regarding individual recruiting needs. Core responsibilities include opening new requisitions, conducting cold calls and proactive outreach, presenting the financial institution and Cetera value proposition, responding to advertising and web leads, and coordinating with external recruiting firms. The role involves collaboration with various management teams to develop a systematic and segmented recruiting strategy, as well as arranging and coordinating visits, face-to-face meetings, and conference calls. What you will do: • Develop leads and build relationships with prospective Financial Advisors through professional, persistent outreach. • Create recruiting plans for assigned territories and financial institution partners. • Meet established recruitment goals. • Act as the primary contact for advisor recruiting efforts with financial institution program management, human resources, prospective Financial Advisors, and the Cetera Financial Institution Growth organization. • Articulate and promote the financial institution and Cetera business models and the benefits of affiliation. • Evaluate advisor fit based on business profile and interactions with both the advisor and key decision-makers at the financial institution. • Deliver business presentations and provide consultative support on CIS services, products, and technology. • Prepare and present recruiting performance updates to executives. • Track recruiting activity using tools such as Salesforce and Excel. • Participate in outbound social media and call campaigns related to advisor opportunities. • Collaborate with cross-functional teams to enhance recruiting processes and implement solutions. • Support the onboarding process for new advisors. • Confidently present to and influence senior leaders and executives, while building and sustaining strong relationships with program managers, wealth officers, and key stakeholders to drive recruiting outcomes. What you will have: • Proven experience as a sales professional, with a proven network of financial advisors • Strong negotiation skills with the ability to craft and communicate compelling value propositions to prospective advisors • Excellent verbal and written communication skills, including effective presentation techniques • Proficiency in Salesforce and Microsoft Excel • Solid understanding of the sales process and key performance metrics • In-depth knowledge of the financial services industry, including advisor business models and institutional partnerships • Ability to represent the organization professionally within the community and industry associations What is nice to have: • Bachelor’s degree in business, finance, or a related field • 5 – 8 years of experience in advisor recruiting, particularly within financial institution investment programs • FINRA Series 7 and 65 or 66 licenses • Experience leveraging AI tools to optimize recruiting workflows and improve effectiveness. • Demonstrated ability to influence and engage executive audiences, with a track record of building trusted partnerships across program management, wealth leadership, and senior stakeholders. #LI-Hybrid About Us What we give you in return: Not many teams can say that they support people’s dreams coming to life… We happen to do that every day. And as important as we know your career is, we recognize that there’s a whole lot more to life. To ensure that our Employees can make the most of their time outside of working hours, we offer a competitive salary and for full-time roles, a benefits package including: * Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship. * Easy access to mental health benefits to meet our team members and their families where they are. * 20 plus days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities. * 401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years. * Paid parental leave to support all team members with birth, adoption, and foster. * Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more. * Employee Assistance Program (EAP), LifeLock, Pet Insurance and more. About Cetera Financial Group: Cetera Financial Group [https://cetera.com/]® ("Cetera") is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is one of the largest independent financial advisor networks in the nation by number of advisors, as well as a leading provider of retail services to the investment programs of banks and credit unions. Through its multiple distinct firms, Cetera offers independent and institutions-based advisors the benefits of a large, established broker-dealer and registered investment adviser, while serving advisors and institutions in a way that is customized to their needs and aspirations. Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support, and innovative technology. "Cetera Financial Group [https://www.cetera.com/about-us]" refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC [https://www.ceteraadvisornetworks.com/welcome], Cetera Wealth Services LLC [https://www.ceteraadvisornetworks.com/welcome] (f/k/a Cetera Advisor Networks), Cetera Investment Services LLC (marketed as Cetera Financial Institutions, [https://www.cetera.com/firms/cetera-financial-institutions] or Cetera Investors [https://www.cetera.com/firms/cetera-financial-specialists]. All firms are members FINRA/SIPC. Cetera Financial Group is committed to providing an equal employment opportunity for all applicants and employees. For us, this is the only acceptable way to do business. Accordingly, all employment decisions at Cetera Financial Group, including those relating to hiring, promotion, transfers, benefits, compensation, and placement, will be made without regard to race, color, ancestry, national origin, citizenship, age, physical and/or mental disability, medical condition, pregnancy, genetic characteristics, religion, religious dress and/or grooming, gender, gender identity, gender expression, sexual orientation, marital status, U.S. military status, political affiliation, or any other class protected by state and/or federal law. Agencies please note: this recruitment assignment is being managed directly by Cetera’s Talent Acquisition team. We will reach out to our preferred agency partners in the rare instance we require additional talent options. Your respect for this process is appreciated. Please review our Workforce Privacy Policy [https://www.cetera.com/uploads/07/12/workforce_privacy_policy.pdf] for further details on what information we collect and the purposes for collection.

How To Apply:

Incase you would like to apply to this job directly from the source, please click here

Responsibilities

Attract and onboard individual financial advisors and programs for partner banks and credit unions. Act as the primary point of contact for financial institution partners to develop and execute segmented recruiting strategies.