Experienced Advisor Recruiting - Sourcing Specialist

Posted Yesterday
Be an Early Applicant
2 Locations
In-Office
58K-80K Annually
Junior
Fintech • Payments • Financial Services
The Role
Source and engage financial advisors within a territory to schedule recruiter meetings, partner with internal stakeholders, build candidate relationships, meet lead generation targets, track sourcing metrics, and stay current on industry hiring trends to improve recruitment outcomes.
Summary Generated by Built In

About Our Company

We’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. Our team of 22,000 people across 19 countries, serves more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses – Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.

Job Description

The ideal candidate is a growth-oriented individual that has sales experience (in any industry) and wants to get started in financial services.  We offer a training program, a clearly defined development path for career advancement, and opportunity to obtain your securities licenses - all designed to support your long-term success and professional growth.

Key Responsibilities: 

  • Proactively contact financial advisors within your assigned territory to schedule meetings with our recruiters 
  • Partner with internal recruiters, corporate partners, and field leaders to align sourcing efforts with business needs and hiring goals 
  • Build and maintain relationships with prospective candidates to nurture interest over time 
  • Meet lead generation goal, track sourcing metrics, and analyze data to improve recruitment outcomes 
  • Stay informed about industry trends, competitor hiring strategies, and best practices in financial advisor recruitment 

Required Qualifications: 

  • 1 - 3 years of sales or professional experience 
  • Associate's degree or Equivalent Experience  

Preferred Qualifications: 

  • Cold calling experience strongly preferred 
  • Financial Services background 
  • Excellent communication, relationship-building, and negotiation skills 
  • Ability to work independently and collaboratively in a fast-paced, results-driven environment 

Visa Sponsorship

Applicants must have a valid work authorization that does not now, or in the future, require visa sponsorship for employment in the United States (e.g., H-1B, F-1 CPT, F-1 OPT, TN).

 

In-Office Collaboration

We are a client-centric, relationship-based business. Working together, in-person, is foundational to how we achieve results. By fostering a culture of face-to-face collaboration, idea sharing, productivity and personal connection, we deliver for our stakeholders — clients, advisors, employees and shareholders. Our employees work in the office at least four (4) days per week, with flexibility to work from home one (1) day per week. Some roles may require additional in-office time or different in-office expectations, and specific requirements will be discussed during the hiring process.

Base Pay Salary

The estimated base salary for this role is $58,300 - $80,100 / year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances.

Full-Time/Part-Time

Full time

Exempt/Non-Exempt

Exempt

Job Family Group

Sales

Line of Business  

AAG Ameriprise Advisor Group

Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law.

We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.

Skills Required

  • 1-3 years of sales or professional experience
  • Associate's degree or equivalent experience
  • Valid work authorization that does not require visa sponsorship
  • Work in office at least four days per week
  • Cold calling experience
  • Financial services background
  • Excellent communication, relationship-building, and negotiation skills
  • Ability to work independently and collaboratively in a fast-paced, results-driven environment
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The Company
40 Employees

What We Do

RBFCU Wealth Management, The Garner Davis Group is a financial advisory practice of Ameriprise Financial Services, LLC. With a combined 39 years of experience, our team uses a financial planning process designed to help high net worth individuals, families and business leaders help manage their finances and assets. AREAS OF FOCUS • Family Finances • Retirement Planning Strategies • Wealth Preservation Strategies • Investment Management • Retirement Plan Distribution • Social Security Retirement Benefits • Small Business • Business Retirement Plans • Tax Planning Strategies CONNECT WITH US Phone: 979-417-0563 | 512-873-2527 OFFICE LOCATIONS 8300 N MOPAC EXPY, Suite 100, Austin, TX 78759 107 THIS WAY, Suite A, Lake Jackson, TX 77566 1 IKEA-RBFCU PKWY, Live Oak, TX 78233-2792 Please visit http://www.ameriprise.com/social for important rules and disclosures about how you and I can interact on social media

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