What a financial advisor recruiting firm looks for when hiring for clients

WHAT A FINANCIAL ADVISOR RECRUITING FIRM LOOKS FOR WHEN HIRING FOR CLIENTS

When a financial advisor recruiting firm starts narrowing down potential candidates for clients, there are strict guidelines that are followed.

Each time a recruiter sends over a potential new employee to a client, that recruiter's reputation is on the line.

That is why good candidates take the time to highlight the qualities that every recruiter is looking for.

DEDICATION TO THE PROFESSION

A dedicated finance professional has all of the proper certifications, a strong educational background and an ongoing desire to expand that education.

A candidate's resume should highlight all current certifications and indicate any certifications that were held in the past.

A professional recruiter appreciates the level of effort that goes into achieving and maintaining industry certifications, and that is why certifications are so important.

In many financial fields, the proper certifications are a mandatory part of maintaining a career.

PROFESSIONAL ATTITUDE

A professional attitude is actually a culmination of many different traits that a good recruiter notices.

It starts with professional grooming and the proper attire for business meetings.

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.

Another place that a recruiter looks for professionalism is on the recruit's resume.

Details such as the email address the recruit uses can indicate a dedication to professionalism.

For example, the email address hotfinanceguy@mail.com can undermine an otherwise spotless resume.

A good recruit attends to the details and presents a professional appearance.

AN EYE FOR THE FUTURE

The world of finance is constantly changing and most financial companies want employees that understand how to interpret trends and plan for the future.

Since a large part of financial planning involves being prepared for future financial needs, it only makes sense ‌

‌ that good planners are able to translate trends and use their experience to help customers make good plans.

A BROAD BACKGROUND

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.

Analysts have to understand a variety of industries in order to make accurate projections in the industry they follow.

Financial advisors should understand a broad range of products to be able to offer customers the best possible solution.

ABILITY TO BE PERSONABLE

The very best finance recruiters know that their clients want employees who can comfortably talk to all types of people.

While the finance world is about money, it is also largely about people.

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.

The balancing act between professionalism and being personable is something that finance recruiters look for in every employment candidate.

The balancing act is not easy, which is why the candidates who can maintain that balance are the ones who find success.

A job candidate needs to understand what recruiters are looking for before they can make their way in the finance world.

By understanding what recruiters are looking for, a candidate can put together the makings of a successful career.

Ready to make a move?

If you are planning to buy an existing book of business or sell yours, we can help.

Our financial advisor recruiters are always ready to accommodate questions and applications.

Visit site: www.willis-consulting.com

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