What A Financial Advisor Recruiting Firm Looks For When Hiring For Clients
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Transcript of What A Financial Advisor Recruiting Firm Looks For When Hiring For Clients
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WHAT A FINANCIAL ADVISOR RECRUITING FIRM LOOKS FOR WHEN HIRING FOR CLIENTS
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When a financial advisor recruiting firm starts narrowing down potential candidates for clients, there are strict guidelines that are followed.
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Each time a recruiter sends over a potential new employee to a client, that recruiter's reputation is on the line.
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That is why good candidates take the time to highlight the qualities that every recruiter is looking for.
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DEDICATION TO THE PROFESSION
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A dedicated finance professional has all of the proper certifications, a strong educational background and an ongoing desire to expand that education.
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A candidate's resume should highlight all current certifications and indicate any certifications that were held in the past.
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A professional recruiter appreciates the level of effort that goes into achieving and maintaining industry certifications, and that is why certifications are so important.
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In many financial fields, the proper certifications are a mandatory part of maintaining a career.
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PROFESSIONAL ATTITUDE
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A professional attitude is actually a culmination of many different traits that a good recruiter notices.
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It starts with professional grooming and the proper attire for business meetings.
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A good recruit understands the importance of being professional at all times, because a finance expert never knows when it may be time to talk money with a potential client.
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Another place that a recruiter looks for professionalism is on the recruit's resume.
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Details such as the email address the recruit uses can indicate a dedication to professionalism.
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For example, the email address [email protected] can undermine an otherwise spotless resume.
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A good recruit attends to the details and presents a professional appearance.
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AN EYE FOR THE FUTURE
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The world of finance is constantly changing and most financial companies want employees that understand how to interpret trends and plan for the future.
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Since a large part of financial planning involves being prepared for future financial needs, it only makes sense …
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… that good planners are able to translate trends and use their experience to help customers make good plans.
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A BROAD BACKGROUND
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The world of finance is filled with specialists, but even the most focused expert has to have an understanding of the world around them if they want to succeed.
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Analysts have to understand a variety of industries in order to make accurate projections in the industry they follow.
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Financial advisors should understand a broad range of products to be able to offer customers the best possible solution.
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ABILITY TO BE PERSONABLE
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The very best finance recruiters know that their clients want employees who can comfortably talk to all types of people.
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While the finance world is about money, it is also largely about people.
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A good employee needs to be able to engage in a meaningful discussion with clients and others to be able to get the information necessary to solve a problem or answer a question.
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The balancing act between professionalism and being personable is something that finance recruiters look for in every employment candidate.
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The balancing act is not easy, which is why the candidates who can maintain that balance are the ones who find success.
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A job candidate needs to understand what recruiters are looking for before they can make their way in the finance world.
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By understanding what recruiters are looking for,
a candidate can put together the makings of a successful career.
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Ready to make a move?
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If you are planning to buy an existing book of business or sell
yours, we can help.
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Our financial advisor recruiters are always ready to accommodate
questions and applications.
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Visit site: www.willis-consulting.com
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Willis Consulting, Inc.Los Angeles Office:
Corporate Headquarters719 Yarmouth Road, Suite 203Palos Verdes Estates, CA 90274
310-373-7400 PST
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Willis Consulting, Inc.
Scottsdale Office8970 E Raintree Drive
Suite #300Scottsdale AZ 85260
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Willis Consulting, Inc.
New York Office244 5th Avenue, Suite 1855
New York NY 10001212-726-2041 PST