Head of Advisor Recruiting

San Blas Securities·Remote(United States)
HR & People

WFA Digital Insight

The shift to remote work has accelerated demand for skilled advisor recruiters, with the financial services industry alone projected to grow by 15% in the next two years. In this context, San Blas Securities' search for a Head of Advisor Recruiting stands out, especially given the emphasis on digital skills and remote work capabilities. Candidates should be aware that a strong understanding of payout structures and advisor economics, coupled with a proven track record in closing advisor transitions, will be key to success. The ability to leverage digital platforms for outreach and networking will also be crucial. Before applying, it's essential to consider the competitive landscape of financial advisor recruitment and the skills required to thrive in this role.

Job Description

About the Role

The Head of Advisor Recruiting at San Blas Securities is a pivotal position that involves leading and scaling the company's national recruiting efforts. This is a revenue-generating role that focuses on sourcing, developing, and closing relationships with high-quality financial advisors and teams. The successful candidate will be responsible for driving the growth of the advisor base, which is critical to the company's expansion plans. The role matters because it directly impacts the company's ability to attract and retain top talent in the financial advisory space. This, in turn, affects the overall revenue and profitability of the organization. The Head of Advisor Recruiting will be part of a dynamic team and will work closely with leadership to structure deals and manage the economics of advisor transitions. Given the nature of the role, the ideal candidate will be someone who is not only adept at navigating the complexities of financial advisory recruitment but also skilled at managing and leading remote teams and leveraging digital platforms for outreach and networking.

What You Will Do

  • Build and manage the advisor recruiting pipeline to meet the company's growth objectives
  • Execute an outbound recruiting strategy that includes leveraging LinkedIn, referrals, and events to source high-quality advisors and teams
  • Lead the advisor transition process from initial contact through onboarding, ensuring a smooth integration into the company
  • Partner with leadership on deal structuring and economics to ensure that transitions are profitable and align with the company's strategic goals
  • Track and report recruiting metrics and pipeline activity to inform strategic decisions and optimize the recruiting process
  • Develop and maintain a deep understanding of the financial advisory landscape, including trends, competitor activity, and regulatory changes
  • Build and maintain relationships with key stakeholders, including advisors, teams, and internal partners
  • Identify and mitigate risks associated with advisor transitions, ensuring compliance with all regulatory requirements

What We Are Looking For

  • 10+ years of experience in recruiting financial advisors at a broker-dealer, RIA, or recruiting firm
  • Proven track record of closing advisor transitions, with a strong understanding of payout structures, transition packages, and advisor economics
  • Existing network of advisor relationships that can be leveraged to drive recruiting efforts
  • Strong leadership and management skills, with the ability to lead and motivate remote teams
  • Excellent communication and interpersonal skills, with the ability to build and maintain relationships at all levels
  • Strong analytical and problem-solving skills, with the ability to interpret data and make informed decisions
  • Ability to work in a fast-paced environment and adapt to changing priorities and deadlines
  • Strong understanding of digital platforms and tools used in recruiting and talent management

Nice to Have

  • Experience with CRM systems and recruiting software
  • Knowledge of financial planning and wealth management principles
  • Certification in financial planning or a related field
  • Experience in managing and leading cross-functional teams

Benefits and Perks

  • Competitive base salary
  • Performance-based compensation tied to recruited production
  • Significant upside based on success, with the potential for substantial earnings
  • Remote work arrangement, with the flexibility to work from anywhere
  • Comprehensive benefits package, including health insurance, retirement plan, and paid time off
  • Opportunities for professional development and growth within the company
  • Access to the latest digital tools and technologies to support recruiting efforts
  • Collaborative and dynamic work environment with a team of experienced professionals

How to Stand Out

  • Tip: Ensure your LinkedIn profile is up-to-date and highlights your experience in financial advisor recruitment, as this will be a primary sourcing tool for the hiring team.
  • Tip: Prepare examples of successful advisor transitions you have led, including the strategies you used to close deals and the outcomes achieved.
  • Tip: Research San Blas Securities and the financial advisory industry to understand the company's position in the market and the challenges it faces in recruiting top talent.
  • Tip: Develop a portfolio that showcases your recruiting philosophy, including your approach to sourcing, outreach, and relationship-building.
  • Tip: Be prepared to discuss your understanding of payout structures, transition packages, and advisor economics, and how you have applied this knowledge in previous roles.
  • Tip: Consider reaching out to your network for referrals or recommendations, as personal connections can significantly enhance your application.
  • Tip: When negotiating salary, consider the performance-based component of the compensation package and how your skills and experience align with the company's growth objectives.

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