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CCI Consulting logo

Director, Financial Advisor Recruiting

CCI Consulting
Posted May 29, 2026, 6:28 PM UTC
📦Relocation support
🇺🇸United States
📁People & Talent
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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.

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