Sr. Recruiting Consultant
LPL FinancialAbout the role
Where Ambition Meets Innovation
Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you’ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.
Job Overview
As the Senior Recruiter, you’ll play a vital role in executing recruitment strategies that drive the growth and success of Financial Resources Group (FRG) in the Independent Advisor Network (IAN) affiliation model of LPL Financial. You’ll be responsible for identifying, engaging, and attracting top financial advisor talent both internally and externally, while effectively communicating our FRG and LPL IAN models’ unique value proposition.
Reporting to the VP of Enterprise Advisor Recruiting, you’ll be a key liaison between FRG, IAN, LPL Financial, and prospective candidates. You will have multiple business development priorities focused on two main candidate pools: existing LPL advisors seeking more support for their business through the FRG / IAN value proposition, and outside advisors joining the FRG / IAN business model. You will build relationships, guide candidates through the recruitment life cycle, and ensure an exceptional candidate experience. You will also collaborate closely with cross-functional teams to support broader business development goals and maintain a strong, proactive recruiting pipeline.
Responsibilities:
Develop, manage, and maintain a robust recruiting pipeline of internal LPL advisor candidates through outreach initiatives driven at the firm level
Prospect, source, and engage outside advisor candidates through outbound cold calls, campaigns, and responses to internal leads
Achieve target outreach goals and maintain consistent follow-up with leads
Lead outreach campaigns aligned with the goals of FRG and IAN; actively monitoring and analyzing emerging trends, developments, and players across the industry landscape to generate recruiting opportunities
Clearly articulate the benefits of affiliation with FRG and IAN, including business models, policies, and platform advantages
Utilize Salesforce.com to track individual KPIs and understand the impact of lead flow on territory funnel and results
Conduct virtual meetings to evaluate advisor business models and assess cultural fit and strategic alignment
Collaborate with the VP of Enterprise Advisor Recruiting to evaluate advisors and their business
Schedule, support, manage, and attend virtual and live due diligence visits to the FRG and IAN to address advisor questions and concerns
Partner with Business Consultants to identify placement opportunities across the IAN network of offices
Partner with senior members of the recruiting team for large recruiting opportunities
What are we looking for?
We want strong collaborators who can deliver a world-class client experience. We are looking for people who thrive in a fast-paced environment, are client-focused, team oriented, and are able to execute in a way that encourages creativity and continuous improvement.
Requirements:
Minimum of 5 years of recruiting or sales experience, ideally within the financial services or wealth management industry
Highly motivated and resilient by achieving sales targets consistently
Core Competencies:
Excellent verbal and written communication skills, with the ability to connect across all levels
Ability to quickly build rapport, primarily via phone-based communication
Demonstrated commitment to high standards of customer service, timeliness, and quality
Professional, dependable, and discreet; able to handle confidential information with care
Proven ability to resolve issues, solve problems, and remain positive under pressure
Experience with MS Word, MS Excel, MS PowerPoint, Salesforce, MS Outlook, Quickbase, Smartsheet
Experience or understanding of broker/dealers, advisory, finance or sales principles
Preferences:
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