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ATR International · 2 days ago

Recruiter - Wealth Management

Tempe, AZ

Contract

Onsite

New Grad, Entry Level

$46/hr - $53/hr

ATR International is seeking a full life cycle recruiter to manage end-to-end recruiting for the Wealth Management function of their client. The role involves supporting Advisors' business operations, building client relationships, and ensuring compliance with operational procedures.

Human ResourcesRecruitingStaffing Agency

Diversity & Inclusion

Hiring Manager

Elizabeth Kaffenberger

Responsibilities

Support Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades

Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation

Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports

Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires

Support business unit operational procedures and compliance requirements (e.g. completion of required operational forms and documentation)

Prioritize daily work, track progress for current work, and consistently meet deadlines

Maintain and foster team culture

Qualification

Series 7 licenseSecurities Industry Essential (SIE)Series 66 licenseCandidate screeningBest practice implementationEmployee assessmentConsultation skillsSelf-MotivatedProblem solvingIndependent workFacilitation skills

Required

A valid and active Series 7 license is required or may be obtained within a 120 day condition of employment

If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam

A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 120 days of starting in the role as a condition of employment

Preferred

Candidate screening and sourcing

Self-Motivated

Strong business partner and problem solver

Able to work independently

Best practice implementation

Employee assessment & evaluation

Strong consultation and facilitation skills

Company

ATR International

Glassdoor3.4

ATR International is a technical staffing firm that offers staffing and consulting services.

Founded in 1988

Santa Clara, California, USA

501-1000 employees

https://www.atrinternational.com

Funding

Current Stage

Late Stage

Leadership Team

Jerry Brenholz

Co-Founder

Recent News

MarketScreener

ATN International Raises Quarterly Dividend by 15% to $0.275 a Share, Payable July 7 to Shareholders of Record on June 30

2025-06-21

GlobeNewswire

ATN Increases Dividend 15% as Part of Disciplined Capital Allocation Strategy

2025-06-21

Reuters

ATN Increases Dividend By 15% To $0.275 Per Share

2025-06-21

Company data provided by crunchbase