Senior Financial Institution Advisor

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June 27

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Cnect

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HR Tech • Recruitment • SaaS

Cnect is a company that provides an innovative platform for connecting candidates with employers to streamline the hiring process. It offers features such as enhanced profile visibility, real-time notifications, direct messaging, and AI integration to improve job search efficiency for candidates and simplify the hiring process for employers. Cnect includes tools for transforming resumes into digital profiles and enables employers to cultivate candidate relationships through personalized communication and real-time messaging. With Cnect, businesses in various industries can find and onboard the best candidates more efficiently. The platform is available as a mobile app, enabling users to engage with the hiring process from anywhere.

51 - 200 employees

👥 HR Tech

🎯 Recruiter

☁️ SaaS

📋 Description

• The 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 advisor 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. • 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.

🎯 Requirements

• 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

🏖️ Benefits

• 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+ 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.