Director, Financial Advisor Recruiting

CCI Consulting

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Philadelphia, PA, us on site Until 8/22/2026 H-1B sponsor history First posted March 21, 2025 Last posted March 21, 2025
Job description

Outstanding Director, Financial Advisor Recruiting Role available with a full-service broker-dealer and registered investment advisor organization which, serves the diverse and changing financial needs of more than 235,000 individual investors, and representing over $23 billion in assets. 



Outstanding Director, Financial Advisor Recruiting Role available with a full-service broker-dealer and registered investment advisor organization which, serves the diverse and changing financial needs of more than 235,000 individual investors, and representing over $23 billion in assets. 

The Director, Financial Advisor Recruiting will seek to identify and recruit qualified financial advisors, and perform full lifecycle recruiting. The successful candidate will work with branch managers, and will be accountable for designing and implementing all facets of recruiting strategies that will attract new financial advisors.

Ideal candidates will have the following, but not limited to:  

- Develop and execute the recruiting plan including: prospecting, cultivating, and maintaining relationships with financial advisors/branch managers and isolating sources that provide leads. 

- Maintain a comprehensive database of recruit prospects 

- Develop and document recruiting strategies and train branch managers on how to implement them and stay informed of trends and innovative recruiting techniques in order to be competitive 

- Develop referral sources for locating potential new recruits and be a consultative resource, active member and a trusted advisor with potential recruits to explain the benefits of being associated with Lincoln Investment and evaluate their suitability for joining Lincoln Investment.

- Interview all prospects and coordinate with branch managers on follow up interviews

- Develop/lead the approaches for the integration of all methods of recruiting (web-based, print advertising, etc.) and select, approve, and manage web-based recruiting portals


Knowledge/Experience: 

- 5 plus years recruiting sales professionals

- 7 plus yrs. experience in a financial services

- Experience in the 403(b) retirement plans marketplace is preferred

Skills: 

- Strong Problem Solving skills

- Customer service skills required

- Exceptional relationship building and influencing skills

- Excellent communication skills, both oral and written

- Outstanding presentation skills


Certification Registration: 

Series 7 registration preferred, Certified Financial Planner, CLU or ChFC designation preferred

Education/Training: 

Bachelor’s Degree

 * Relocation assistance available if necessary * 


Compensation for this role will be commensurate with experience.  To apply with interest, please provide an updated MSWord version of your resume and salary range. 

 

About this role

Summary

Lead recruiting strategies to attract and evaluate financial advisors for a broker-dealer.

Job title

Director, Financial Advisor Recruiting

Experience level

7+ years in financial services, 5+ years recruiting sales professionals

Industry

finance

Location requirements

Philadelphia, PA, US; remote work not specified

Salary

Not specified

Visa sponsorship

H-1B sponsor history

Management role

No

Skills & keywords

Required skills

problem solvingcustomer servicerelationship buildingcommunicationpresentation

Preferred skills

Series 7Certified Financial PlannerCLUChFC

Specializations

financial advisingrecruitingrelationship buildingfinancial services
Locations

Structured locations inferred from the posting.

Philadelphia, PA, USA

On-site City