Cetera Financial Group · 4 months ago
Senior Community Recruiting Specialist
Dallas, TX, United States
Full-time
Hybrid
Mid, Senior Level
$75K/yr - $90K/yr
5+ years expCetera Financial Group is a financial services company focused on recruiting individual advisors and financial programs for partner banks and credit unions. The Senior Community Recruiting Specialist will serve as the main point of contact for financial institution partners, responsible for attracting and onboarding advisors through proactive outreach and strategic recruiting efforts.
AdviceFinancial ServicesRetailRetirementWealth Management
Responsibilities
Develop leads and build relationships with prospective Financial Advisors through professional, persistent outreach
Create recruiting plans for assigned territories and financial institution partners
Meet established recruitment goals
Act as the primary contact for advisor recruiting efforts with financial institution program management, human resources, prospective Financial Advisors, and the Cetera Financial Institution Growth organization
Articulate and promote the financial institution and Cetera business models and the benefits of affiliation
Evaluate advisor fit based on business profile and interactions with both the advisor and key decision-makers at the financial institution
Deliver business presentations and provide consultative support on CIS services, products, and technology
Prepare and present recruiting performance updates to executives
Track recruiting activity using tools such as Salesforce and Excel
Participate in outbound social media and call campaigns related to advisor opportunities
Collaborate with cross-functional teams to enhance recruiting processes and implement solutions
Support the onboarding process for new advisors
Qualification
Required
Proven experience as a sales professional, with a proven network of financial advisors
Strong negotiation skills with the ability to craft and communicate compelling value propositions to prospective advisors
Excellent verbal and written communication skills, including effective presentation techniques
Proficiency in Salesforce and Microsoft Excel
Solid understanding of the sales process and key performance metrics
In-depth knowledge of the financial services industry, including advisor business models and institutional partnerships
Ability to represent the organization professionally within the community and industry associations
Preferred
Bachelor's degree in business, finance, or a related field
5 – 8 years of experience in advisor recruiting, particularly within financial institution investment programs
FINRA Series 7 and 65 or 66 licenses
Excellent written and verbal communication skills
Benefits
Competitive incentive compensation package
Company
Cetera Financial Group
Cetera Financial Group is a privately-held, independent broker-dealer and investment adviser families.
1001-5000 employees
H1B Sponsorship
Cetera Financial Group has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (7)
2024 (3)
2023 (5)
2022 (2)
2021 (2)
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
Genstar Capital
2023-10-04Private Equity
2018-07-17Acquired
Leadership Team
Michael Durbin
Chief Executive Officer
Dan Burkott
Chief Compliance Officer - Tax Channel
Recent News
2026-01-07
2026-01-07
2025-12-27
Company data provided by crunchbase