What A Financial Advisor Recruiting Firm Looks For When Hiring For Clients - PowerPoint PPT Presentation


Title: What A Financial Advisor Recruiting Firm Looks For When Hiring For Clients


1
WHAT A FINANCIAL ADVISOR RECRUITING FIRM LOOKS
FOR WHEN HIRING FOR CLIENTS
2
When a financial advisor recruiting firm starts
narrowing down potential candidates for clients,
there are strict guidelines that are followed.
3
Each time a recruiter sends over a potential new
employee to a client, that recruiter's reputation
is on the line.
4
That is why good candidates take the time to
highlight the qualities that every recruiter is
looking for.
5
DEDICATION TO THE PROFESSION
6
A dedicated finance professional has all of the
proper certifications, a strong educational
background and an ongoing desire to expand that
education.
7
A candidate's resume should highlight all current
certifications and indicate any certifications
that were held in the past.
8
A professional recruiter appreciates the level of
effort that goes into achieving and maintaining
industry certifications, and that is why
certifications are so important.
9
In many financial fields, the proper
certifications are a mandatory part of
maintaining a career.
10
PROFESSIONAL ATTITUDE
11
A professional attitude is actually a culmination
of many different traits that a good recruiter
notices.
12
It starts with professional grooming and the
proper attire for business meetings.
13
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.
14
Another place that a recruiter looks for
professionalism is on the recruit's resume.
15
Details such as the email address the recruit
uses can indicate a dedication to professionalism.
16
For example, the email address hotfinanceguy_at_mail.
com can undermine an otherwise spotless resume.
17
A good recruit attends to the details and
presents a professional appearance.
18
AN EYE FOR THE FUTURE
19
The world of finance is constantly changing and
most financial companies want employees that
understand how to interpret trends and plan for
the future.
20
Since a large part of financial planning involves
being prepared for future financial needs, it
only makes sense
21
that good planners are able to translate trends
and use their experience to help customers make
good plans.
22
A BROAD BACKGROUND
23
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.
24
Analysts have to understand a variety of
industries in order to make accurate projections
in the industry they follow.
25
Financial advisors should understand a broad
range of products to be able to offer customers
the best possible solution.
26
ABILITY TO BE PERSONABLE
27
The very best finance recruiters know that their
clients want employees who can comfortably talk
to all types of people.
28
While the finance world is about money, it is
also largely about people.
29
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.
30
The balancing act between professionalism and
being personable is something that finance
recruiters look for in every employment candidate.
31
The balancing act is not easy, which is why the
candidates who can maintain that balance are the
ones who find success.
32
A job candidate needs to understand what
recruiters are looking for before they can make
their way in the finance world.
33
By understanding what recruiters are looking for,
a candidate can put together the makings of a
successful career.
34
Ready to make a move?
35
If you are planning to buy an existing book of
business or sell yours, we can help.
36
Our financial advisor recruiters are always ready
to accommodate questions and applications.
37
Visit site www.willis-consulting.com
38
Willis Consulting, Inc.
Los Angeles Office Corporate Headquarters 719
Yarmouth Road, Suite 203 Palos Verdes Estates, CA
90274 310-373-7400 PST
39
Willis Consulting, Inc.
Scottsdale Office 8970 E Raintree Drive Suite
300 Scottsdale AZ 85260
40
Willis Consulting, Inc.
New York Office 244 5th Avenue, Suite 1855 New
York NY 10001 212-726-2041 PST
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Title:

What A Financial Advisor Recruiting Firm Looks For When Hiring For Clients

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Willis Consulting is a financial services recruiting firm. Our finance job recruiters are experienced and know where all the job opportunities are. If you are seeking a financial advisor, broker, or banking job, call us at 310-373-7400 or submit your resume: . Visit the website: www.willis-consulting.com/ Willis Consulting, Inc. Los Angeles Office: Corporate Headquarters 719 Yarmouth Road, Suite 203 Palos Verdes Estates, CA 90274 310-373-7400 PST Scottsdale Office 8970 E Raintree Drive Suite #300 Scottsdale AZ 85260 New York Office 244 5th Avenue, Suite 1855 New York NY 10001 212-726-2041 PST – PowerPoint PPT presentation

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Title: What A Financial Advisor Recruiting Firm Looks For When Hiring For Clients


1
WHAT A FINANCIAL ADVISOR RECRUITING FIRM LOOKS
FOR WHEN HIRING FOR CLIENTS
2
When a financial advisor recruiting firm starts
narrowing down potential candidates for clients,
there are strict guidelines that are followed.
3
Each time a recruiter sends over a potential new
employee to a client, that recruiter's reputation
is on the line.
4
That is why good candidates take the time to
highlight the qualities that every recruiter is
looking for.
5
DEDICATION TO THE PROFESSION
6
A dedicated finance professional has all of the
proper certifications, a strong educational
background and an ongoing desire to expand that
education.
7
A candidate's resume should highlight all current
certifications and indicate any certifications
that were held in the past.
8
A professional recruiter appreciates the level of
effort that goes into achieving and maintaining
industry certifications, and that is why
certifications are so important.
9
In many financial fields, the proper
certifications are a mandatory part of
maintaining a career.
10
PROFESSIONAL ATTITUDE
11
A professional attitude is actually a culmination
of many different traits that a good recruiter
notices.
12
It starts with professional grooming and the
proper attire for business meetings.
13
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.
14
Another place that a recruiter looks for
professionalism is on the recruit's resume.
15
Details such as the email address the recruit
uses can indicate a dedication to professionalism.
16
For example, the email address hotfinanceguy_at_mail.
com can undermine an otherwise spotless resume.
17
A good recruit attends to the details and
presents a professional appearance.
18
AN EYE FOR THE FUTURE
19
The world of finance is constantly changing and
most financial companies want employees that
understand how to interpret trends and plan for
the future.
20
Since a large part of financial planning involves
being prepared for future financial needs, it
only makes sense
21
that good planners are able to translate trends
and use their experience to help customers make
good plans.
22
A BROAD BACKGROUND
23
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.
24
Analysts have to understand a variety of
industries in order to make accurate projections
in the industry they follow.
25
Financial advisors should understand a broad
range of products to be able to offer customers
the best possible solution.
26
ABILITY TO BE PERSONABLE
27
The very best finance recruiters know that their
clients want employees who can comfortably talk
to all types of people.
28
While the finance world is about money, it is
also largely about people.
29
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.
30
The balancing act between professionalism and
being personable is something that finance
recruiters look for in every employment candidate.
31
The balancing act is not easy, which is why the
candidates who can maintain that balance are the
ones who find success.
32
A job candidate needs to understand what
recruiters are looking for before they can make
their way in the finance world.
33
By understanding what recruiters are looking for,
a candidate can put together the makings of a
successful career.
34
Ready to make a move?
35
If you are planning to buy an existing book of
business or sell yours, we can help.
36
Our financial advisor recruiters are always ready
to accommodate questions and applications.
37
Visit site www.willis-consulting.com
38
Willis Consulting, Inc.
Los Angeles Office Corporate Headquarters 719
Yarmouth Road, Suite 203 Palos Verdes Estates, CA
90274 310-373-7400 PST
39
Willis Consulting, Inc.
Scottsdale Office 8970 E Raintree Drive Suite
300 Scottsdale AZ 85260
40
Willis Consulting, Inc.
New York Office 244 5th Avenue, Suite 1855 New
York NY 10001 212-726-2041 PST
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