Job Code: RD-SCA
Location: Southern California
Summary of Job Responsibilities:
The position will be responsible for actively recruiting new Financial Advisors/brokers to join, an independent broker/dealer. The Director will work closely with the Regional Vice President and Branch Development team members to develop strategies to market the broker dealer’s products and services to an assigned region. The position will involve full management of the entire recruitment cycle from lead generation to close. Responsibilities involve extensive phone communication with members of the broker-dealer community; local and regional travel (depending on Director’s current residence); and careful review and selection of registered representatives that meet the BD’s requirements and standards. The successful Director will develop a keen understanding of broker’s needs and effectively communicate the BD’s services and advantages.
The ideal candidate will have strong knowledge of broker/dealer services and established contacts with registered representatives. Must possess clear, articulate communication skills; polished, professional phone and in-person demeanor; and strong relationship-building skills. Candidate must be self-motivated, positive and energetic. Approximately 30% of travel is required, depending on candidate’s current residence. Prior sales experience is a plus.