Recruiter-Financial Advisors

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.