Now Hiring - Financial Services Regional Recruiter / Business Development in San Diego, CA

Atria Wealth Solutions, Inc. (Atria) is a wealth management solution holding company focused on delivering a clear path to the future of financial advice for financial professionals, financial institutions, and their clients. Headquartered in New York City, Atria’s broker-dealer and investment adviser subsidiaries empower financial institutions and independent financial professionals with a sophisticated set of tools, services, and capabilities that deepen client relationships and maximize efficiencies in their practices.

We are looking for a Regional Recruiter on our Business Development team to join our organization. This position is responsible for actively recruiting and securing new independent financial advisors to Atria Wealth Solutions. With the primary goal of expanding the growth of the enterprise, this position meets production goals, establishes strategic business plans, and markets the enterprise’s services to prospective advisors in an attempt to secure their financial services business. This requires extensive public contact with the highest level of integrity and professionalism

We offer a rewarding career path and potential for advancement as well as good benefits. Our collaborative culture offers community through shared goals and strong work ethics.

Location: This position may be HYBRID out of one the following home office locations:

• Houston, TX: 11740 Katy Freeway, Energy Tower III Ste 600, 77079
• San Diego, CA: 10150 Meanley Drive, San Diego 92131
• Syracuse, NY: 100 Madison Street, 13202
• Remote – USA for the right candidate

The anticipated annual base salary range for this position is $70,000 - 125,000, plus an incentive compensation plan. Exact compensation may vary based on skills, experience, and location.

What you will do:

• Actively network, recruit, secure and place new financial advisors/brokers to one of the nation’s most prestigious independent broker/dealers.
• Responsible for managing the full recruitment cycle starting from lead generation, management to close including monitoring leads and utilizing various lead lists to reach out to prospective representatives.
• Initiate extensive phone communication with members of the broker/dealer community to make connections and foster relationships to build new business leads.
• Travel both locally and regionally to meet with prospective registered representatives, conduct informational meetings, and represent the firm at conferences, trade shows or networking events.
• Evaluate and determine qualification status of contacts based on production and integrity criteria established by the firm.
• Develop a strong understanding of the advisor’s business model and needs, and effectively sell the independent broker/dealer through a consultative process.
• Establish recruiting goals, design, and implementation of a recruitment plan, which capitalizes on the existing strengths of the organization, maximizes market opportunities, minimizes threats to success and creates scenarios for competitive advantages.
• Ensures the identification of prospective advisers with good reward/risk rations for profitability to minimize risk to enterprise and its groups.
• Build and develop relationships with sales leaders and key stake holders across the enterprise to deliver on recruitment objectives.
• Cultivate relationship and networking connections with third party financial services recruiting firms.
• Assist in the creation, development, and deployment of recruiting campaigns.
• Provide business trends analysis and identify potential opportunities for change in current processes and procedures.
• Document and track all leads, status, and production, including meaningful conversations in Salesforce.
• Compile detailed status updates for reporting internally and to management.
• Work with transition team to assist in on-boarding efforts of new representatives.
• Present necessary application forms and collect backup documentation to substantiate business production levels of prospective representatives.

Must haves:

• Strong knowledge of broker/dealer services and established contacts with registered representatives.
• Must possess clear, articulate communication skills; polished, professional phone and in-person demeanor; and strong relationship-building skills.
• Candidate must be self-motivated, positive, and energetic.
• Approximately 30% of travel is required, depending on candidate’s current residence.
• Prior Recruiting experience in the broker/dealer community is a must.

Why work at Atria?

In addition to a competitive salary, we provide a full benefits package that includes:

• Medical & Prescription Drug Insurance
• Health Advocacy
• Telehealth
• Dental Insurance
• Vision Insurance
• Health Savings Account
• Flexible Spending Accounts
• Short-Term Disability Insurance
• Long-Term Disability Insurance
• Life Insurance
• Paid time off, Paid Holiday, Paid Birthday
• Critical Illness, Accident & Hospital Indemnity Coverage
• Identity Theft
• Employee Assistance Program
• Pet Insurance
• Legal Plans
• Virtual Therapy
• Virtual Mental WellCare
• Long-Term Care
• Retirement 401(k) Savings Plan with matching

At Atria, we consider Diversity, Inclusion, and Belonging to be essential to our success, and we are working to integrate it into the fabric of our organization. Our commitment to Diversity, Inclusion, and Belonging is key to our culture and values, and critical for great products, and satisfied customers.

Atria Wealth Solutions, Inc. (Atria) is a wealth management solutions holding company focused on delivering a clear path to the future of financial advice for financial professionals, financial institutions and their clients. Headquartered in New York City, Atria’s broker-dealer subsidiaries empower financial institutions and independent financial professionals with a sophisticated set of tools, services, and capabilities that deepen client relationships and maximize efficiencies in their practices.

Atria’s broker-dealer subsidiaries include CUSO Financial Services, L.P., Sorrento Pacific Financial, LLC, Cadaret Grant & Co., Inc., NEXT Financial Group, Inc., Western International Securities, Inc., and SCF Securities, Inc. Atria’s subsidiaries together support nearly 2,500 financial professionals and over 200 financial institutions with approximately $100 billion of assets under administration. For more information, please visit [please apply online] Atria Wealth Solutions and its affiliated entities are equal opportunity employers that are committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.

This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, recall, leave of absence, compensation, benefits, training, and apprenticeship. Atria Wealth Solutions and its affiliated entities make hiring decisions based solely on qualifications, merit, and business needs at the time.

It’s time for the next step in your career. Apply now

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