Wealth Management Specialist, Sr. jobs in Lowell, MA

Junior Recruiter - Financial Advisory Firms

Fully REMOTE

Salary = $25 per hour plus bonus at end of year
This is a 1099 job -- Independent Contractor

Transcend Practice Management is a consulting organization for financial advisors with a specialty in organizational design and placement. We consult with advisors on strategy for growing their firms and the role that new talent plays in the achievement of their vision. We work alongside our clients in the recruiting process, helping them to identify and retain top-quality talent.

We are a rapidly growing recruitment consultancy. Our mission is to bring the most thoroughly
vetted talent possible to our clients in the Wealth Advisory industry, going above and beyond
industry standards with a high touch, deliberate evaluation of each candidate to produce the
right result without failure. Our firm’s reputation is built on decades of specialized industry
knowledge and integrity.

We are excited to announce an opportunity for a Junior Recruiter to join our team. As a Junior
Recruiter, you will be responsible for sourcing and screening qualified talent for our clients. This
will include identifying appropriate talent among active applicants to job postings, sourcing
passive candidates from various sources, screening them over phone interviews, and helping
guide their success across the recruitment process in conjunction with our client management
team.

We offer remote flexibility, competitive compensation, the ability to earn performance
bonuses, as well as mentorship and training opportunities in the latest recruitment strategies.
We consider ourselves truly privileged to share such a challenging, impactful mission while
maintaining such a culture of collaboration and positivity.

Must haves:
- 1-3 years of experience in recruitment or talent sourcing (agency experience strongly
preferred)
- Bachelor’s Degree
- Experience in utilizing job boards and digital sourcing strategies
- Strong internal and external stakeholder accountability
- Impeccable written and verbal communication skills
- Adaptability to evolving operational procedures
- Openness to ongoing training and development

Nice to haves:
- Experience in recruitment or talent sourcing for Financial Services or Wealth Advisory
- Familiarity with the Kolbe/ PI indices
- Active or inactive FINRA series licenses

If you enjoy being part of a firm’s success story, meeting new people, and being a key member of a growing team that is focused on finding solutions to client needs, we would love to hear from you! The attributes that we look for in teammates include:

· Strong interpersonal and relationship-building skills

· Demonstrated success working with a team toward achieving defined results

· Effective communication and leadership skills with the ability to influence others

· Project management and process improvement

· Ability to prioritize and delegate multiple competing tasks and projects

· Strong decision-making skills

· Open and adaptable to change

· Highly organized and detail-oriented

· Results-driven and delivers outcomes while working in a fast-paced environment

· Consistently thinking ahead and anticipating the needs of others

· Routinely seeks feedback to identify gaps and solve problems

· Passion and enthusiasm

· Commitment to exceeding client expectations

· Thorough listening skills

· Strong written communication skills

· Desire to be a long-term contributing member of the team

· Ability to take constructive criticism with an open mind and professional response

Get in touch today so that we can get to know you. At our firm, you will work with some of the most successful financial advisory firms in the country. You will provide life-changing support to clients who look to us as partners in the evolution of their firm.

Our team is close and tightknit, working collaboratively to bring our values to the table each day: a client-first approach, integrity, authenticity, humility, and abundance. We are committed to delivering high-quality, high-touch, bespoke experiences to our clients so that they know that they are receiving our utmost attention. Being their advocate is the highest honor for us!

As a junior wealth management and advisory Recruiter, you can expect to:

• Develop job descriptions and specifications.

• Collaborate with each client firm to compile a consistent list of requirements.

• Attract suitable candidates through databases, online employment forums, social media, etc.

• Conduct interviews and sort through applicants to fill open positions.

• Assess applicants' knowledge, skills, and experience to best suit open positions.

• Promote the client firm’s reputation and attractiveness as a great employment opportunity.

• Keep up-to-date on current employment legislation and regulations.

• Provide recruitment updates to client firms on a regular basis.

This is an independent contractor position, reporting to the Recruiting Manager.  This position could turn into full time work.  We are a VERY rapidly expanding company with tons of start-up opportunities.  $25 per hour plus year end bonus commission on closed jobs.  Fully remote.

We welcome a diverse pool of applicants from various backgrounds and urge you to apply to learn more about what our firm offers and see if it might be an attractive fit for both us and you. We look forward to meeting you!

#ZR