Just an FYI for you Financial Advisors who are looking, (or not) to make a move. Should you contact Financial Services Recruiters or go it alone?
First to consider: A good recruiter has access to jobs and information about the industry and can provide advice that will improve your chances of getting interviews and offers.
That said, here are a few suggestions on how to successfully work with a recruiter which may help you with your job search:
Understand What Financial Services Recruiters Do
Understand what we do. We work for our clients because the client pays the bill. Our relationship with our clients means that we have access to inside information. Listen to our advice when it comes to resume changes, interview coaching, etc.
Work With Your Recruiter
Work with a recruiter, not against them. If you have no experience with financial services recruiters, you may be put off by some of the questions they ask. Understand that we need detailed information on your background, education, work history and production numbers. Be assured we will check your FINRA record, so be honest and if you do have some background issues it does not mean that we won’t work with you.
Share Your Feedback
Openly share feedback. Discuss your career goals, compensation expectations, feedback from interviews; the more we know about what you expect, the more likely we will find a firm that is a good fit. [pullquote]Should you contact Financial Services Recruiters or go it alone?[/pullquote]
Not Looking? Talk to Us Anyway
Talk to us, even if you are not actively looking; we are your eyes and ears in the industry. If you are comfortable where you are, chances are you are too busy to seek out potential opportunities or keep up with the industry. We can keep you connected so you don’t miss out on a potentially great opportunity.