Senior Strategic Growth Associate, Advisor Recruiting

Savvy Insurance Services, Inc.

Job Overview

Location

Remote - US

Job Type

Full-time

Full Job Description

📋 Description

• We are seeking a Senior Strategic Growth Associate, Advisor Recruiting to join our dynamic Advisor Growth team.
• This role is pivotal to attracting the best financial advisors to Savvy Wealth and will report directly to our SGA Manager.
• Your primary responsibility will be to identify, source, and nurture financial advisors and wealth managers with transferrable books of business (minimum $25M AUM) to the firm.
• This will be done through prospecting, lead qualification, and effective reporting.
• Primary prospecting efforts will be conducted via digital channels (e.g. advisor databases, email campaigns, and social media) as well as phone-based (cold-calling).
• You will work closely with the Advisor Growth team to understand the ideal target profile for advisors, outreach to prospective advisors across various channels, and build a pipeline of exceptional candidates who align with our company's values and vision.
• Responsibilities include conducting proactive outbound prospecting, researching and analyzing target companies and industries, initiating contact with financial advisors, qualifying leads, maintaining accurate records, staying up-to-date on industry trends, and assisting in the development and implementation of recruiting strategies.
• Must have 3+ years of full-cycle recruiting experience, a Bachelor’s degree in Business, HR, or a related field, and proficiency in using CRM software and sales tools.
• Nice to have direct experience with navigating the complexities of hiring/recruiting financial advisors and/or wealth managers.

🎯 Requirements

• 3+ years of full-cycle recruiting experience
• Bachelor’s degree in Business, HR, or a related field
• Proficiency in using CRM software and sales tools

🏖️ Benefits

• Competitive salary and equity package
• Unlimited PTO + paid company holidays
• Access to holistic medical, dental, and vision plans
• Company 401(k), Commuter, and HSA/FSA plans

Skills & Technologies

Spring

Design

Senior

Remote

Degree Required

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Savvy Insurance Services, Inc.

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About Savvy Insurance Services, Inc.

Savvy combines technology and human financial advisors to provide wealth management services. The firm delivers personalized financial plans and investment strategies tailored to individual client goals. Savvy's advisors are located across the U.S. and can be found through their online search tool, with a focus area for each advisor. The company offers a dashboard for clients to track investments and progress towards financial goals. Savvy targets a wide range of clients, offering specialized services, such as P&G employee benefits and small business tax planning. Savvy has over $3 billion in assets under management.

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