
In 1997, four advisors sharing an office space discovered they also shared an essential belief: The financial services industry needed a new and better way to provide advice to clients—one that would help relieve stress from their clients’ financial lives.
501 - 1000 employees
Founded 1997
💰 $736.3k Funding Round on 2022-02
20 hours ago

In 1997, four advisors sharing an office space discovered they also shared an essential belief: The financial services industry needed a new and better way to provide advice to clients—one that would help relieve stress from their clients’ financial lives.
501 - 1000 employees
Founded 1997
💰 $736.3k Funding Round on 2022-02
• Build and maintain a robust pipeline of qualified financial advisors and teams. • Utilize multiple sourcing channels, including networking, referrals, industry events, and digital platforms. • Develop strong relationships with prospective advisors, understanding their business needs and career goals. • Serve as a trusted resource throughout the recruitment and transition process. • Partner with leadership and cross-functional teams to ensure smooth vetting, onboarding. • Work closely with marketing to create compelling recruitment campaigns and materials. • Monitor recruitment metrics and provide regular reports on progress and outcomes. • Continuously refine strategies based on data and feedback.
• Bachelor’s Degree in related field preferred or equivalent experience • 7+ years of experience in a corporate or recruiting agency setting with a focus in the financial services industry required • Record of accomplishment in sourcing and pipeline development techniques that yielded results through various sourcing channels • Understanding of employment laws as it pertains to recruitment and selection • Strong interpersonal and networking skills that are effective in building a rapport with candidates and increase awareness of WEG as an employer of choice to a diverse pool of candidates • Ability to successfully manage multiple openings and meet deadlines in a fast-paced environment • Strong decision-making skills and the ability to exercise judgment, responsiveness, and sensitivity throughout the recruitment process • Creative and innovative thinker with a passion for recruitment, diversity, and service excellence • Highly proficient using applicant tracking systems. Experience using Workday a plus • Skilled at using technology and social media to source candidates and build a diverse talent pipeline for current and future needs • Highly proficient using MS-Office • Strong oral and written communication skills
• Training and professional development • Medical, dental and vision coverage (Available to employees and their families) • Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses • Life and AD&D insurance – employer paid and voluntary options • Short-term and long-term disability, workers compensation – employer paid • 401k with match and profit sharing • Wellness programs and resources • Voluntary benefits, including pet insurance • 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service) • 12 paid holidays each year (10 pre-determined and 2 floating days) • Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure) • Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)
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