Advisor Recruiter Job at Independent Financial Group in San Diego

Independent Financial Group, LLC (IFG) an independent broker-dealer in San Diego, is currently seeking a regional recruiter to join the team! 

Founded in 2003, IFG provides an array of business solutions supporting more than 532 independent financial professionals across 377 offices nationwide. IFG was named among the “Fastest Growing Private Companies in the US” by Inc. 5000 in 2020, for the eighth time since 2010. San Diego Business Journal ranked IFG #7 among the Largest Private Companies in San Diego in 2022. IFG was ranked 19th Independent Broker-Dealer based off revenue in 2023 by Financial Planning Magazine. In 2024, IFG was ranked 16th largest among national independent broker-dealers by Financial Advisor Magazine, based on revenue.

Job Duties

• Responsible for full cycle recruiting efforts including generating and attracting leads, identifying qualified target advisors, building relationships with registered representatives and investment advisors, and closing the sale 

• Careful review and selection of registered representatives that meet the broker/dealer’s requirements and standards 

• Develop and execute a recruiting plan that includes: prospecting, establishing, and maintaining relationships with representatives, wholesalers, and other sources that may be able to provide you leads  

• Work closely with the Managing Director, CMO to develop strategies sell and market the broker/dealer’s products and services 

• Extensive phone communication with members of the broker/dealer community 

• Stay informed of trends and innovative recruiting techniques in order to be competitive  

• Maintain accurate and well organized documentation on all prospects in a CRM system 

• Develop a comprehensive recruiting strategy to identify new opportunities and markets 

• Qualify prospects to ensure they meet IFG standards in regards to production, compliance, and customer service 

• Generate leads through networking, relationship building, and cold calling 
  

• Conduct research and remain current with trends impacting the securities industry 

Qualifications 

• Strong knowledge of broker/dealer services  

• Established contacts including potential registered representatives 

• Self-motivated, positive and energetic 

• Possess clear, articulate communication skills; polished, professional phone and in-person demeanor; and strong relationship-building skills 

• Prior recruiting experience in the broker/dealer community 

• Sales and/or Securities experience preferred or related degree  

• Able to adjust communications and recruiting style to be effective with different personality types  

• Dynamic, engaging, and outgoing personality 

• Excellent networking skills 

• Tenacity and commitment needed to nurture relationships through recruiting process 

• Must be a self-starter with excellent time management skills 

• Excellent written and verbal communication skills including the ability to spend large periods of time on the telephone 
• Demonstrated problem-solving skills and the ability to overcome objections 
• Proficiency with Microsoft Office applications and database management tools
• Bachelor's degree from an accredited college or university required 
• Minimum 3 years' work-related experience in industry 
• FINRA Series 6 or 7 registration preferred 

Compensation

• IFG offers a competitive benefits package, including company-paid medical, dental and vision benefits, 401(k) matching, market-level compensation based on experience, a free on-site fitness center, and various employee events throughout the year.