Advisor Recruiting and Integration Specialist - Philadelphia Pennsylvania

Company: Janney
Location: Philadelphia, Pennsylvania
Posted On: 11/10/2024

Advisor Recruiting and Integration SpecialistJanney Montgomery Scott LLC, Philadelphia, Pennsylvania, United States of AmericaJob DescriptionPosted Monday, November 27, 2023 at 5:00 AMJanney is an award-winning full-service financial services firm committed to understanding our clients' needs and providing advice beyond investments. We are equally committed to building a diverse workforce and inclusive culture where employees can use their talents to thrive and grow professionally with the firm.The Recruiting and Integration Specialist will be responsible for managing Advisor home office visits as well as assisting with execution of the Advisor Integration Plan. The Advisor Integrations Plan's purpose is to integrate newly recruited Janney FAs and their teams into the Janney culture, introduce relevant home office resources, processes, training, as well as provide a point of contact to handle all feedback. The Advisor Integration Plan (AIP) will provide newly recruited Janney FAs and their teams an orchestrated and structured series of events to ensure a seamless and successful integration.What you are good at:

• Initiative: Proactively utilizing available technology and tools to support efficient and effective time management.
• Communication: Ability to provide information regarding tasks, plans, schedule, strategies, implementation, and project execution to stakeholders.
• Cross-Functional Collaboration: Work collaboratively with others across the organization to achieve shared objectives.
• Prioritizing: Operate in a fast-paced environment effectively managing competing priorities and responsibilities to meet critical deadlines.
• Building Relationships: Connecting with others in a way that fosters trust and creates collaborative relationships.What you have:
  • 1+ years of financial services industry experience.
  • 1+ year of experience in one or a combination of the following: sales, recruiting, or branch development.
  • Excellent oral, written, and interpersonal communication skills.
  • Proven ability to manage multiple relationships and projects concurrently while achieving stated goals.
  • Customer service focus with the ability to actively listen, elicit information, comprehend customer issues/needs.
  • Proficiency with MS Office: Word, Excel, Outlook; familiarity with LinkedIn, Twitter, and Facebook preferred.
  • Self-motivated and takes initiative; accustomed to multi-tasking and meeting multiple, tight deadlines.
  • Excellent work ethic and strong sense of urgency.
  • Must be able to handle sensitive/confidential information.
  • Ability to work independently as well as in a team environment.
  • Strong time-management and organizational skills.
  • Self-directed and highly accountable.
  • Professional and accommodating demeanor.Responsibilities:
    • Manage, coordinate, and schedule all home office recruiting visits.
    • Communicate with recruiting managers while their candidates are going through the interview process to provide status updates, when appropriate.
    • Partner with the Registration Department's candidate assessment-screening process.
    • Liaise with recruiting managers and assistants as necessary to support the recruiting process.
    • Assist with implementation of the Advisor Integration Plan, including participating in below responsibilities:
      • Assess FA/Team needs based on business model, practice/team structure and design applicable integration plan incorporating appropriate Janney resources and partners.
      • Develop a trusted partnership with newly recruited FAs/teams and advocate for the needs of their business.
      • Manage, track, and document key needs, issues or items for attention identified during regularly scheduled AIP calls.
      • Collaborate closely with Branch Managers to provide status updates, recommended next steps, escalated needs identified during the execution of the AIP when appropriate.
      • Participate in all Recruiting Team meetings/calls.This role will be hybrid, the individual will work approximately three days per week in office.Why work for us?Benefits: Janney believes that its employees are the key to what makes a great company. Although work makes up a large portion of an employee's life, we believe that a balance between work and non-work activities is essential to maintain quality performance and a positive work atmosphere. We offer a competitive package including Paid Paternal Leave, generous Paid Time Off, eligibility for a $2,000 referral bonus and Professional Development Assistance Plan designed to help you make the most of your life at work and at home-today and in the future.Janney is dedicated to promoting and supporting diversity within our workplace. We provide an environment that promotes respect, integrity, teamwork, achievement and acceptance regardless of age, disability, education, gender, gender expression, gender identity, job level, marital status, military status, national origin, parental status, pregnancy, race, religion, sexual orientation, socioeconomic status, or other protected factors. Janney is committed to equal employment opportunities and providing reasonable accommodations to applicants with physical and/or mental disabilities.
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