What A Financial Advisor Recruiting Firm Looks For When Hiring For Clients

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WHAT A FINANCIAL ADVISOR RECRUITING FIRM LOOKS
FOR WHEN HIRING FOR CLIENTS
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When a financial advisor recruiting firm starts
narrowing down potential candidates for clients,
there are strict guidelines that are followed.
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Each time a recruiter sends over a potential new
employee to a client, that recruiter's reputation
is on the line.
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That is why good candidates take the time to
highlight the qualities that every recruiter is
looking for.
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DEDICATION TO THE PROFESSION
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A dedicated finance professional has all of the
proper certifications, a strong educational
background and an ongoing desire to expand that
education.
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A candidate's resume should highlight all current
certifications and indicate any certifications
that were held in the past.
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A professional recruiter appreciates the level of
effort that goes into achieving and maintaining
industry certifications, and that is why
certifications are so important.
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In many financial fields, the proper
certifications are a mandatory part of
maintaining a career.
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PROFESSIONAL ATTITUDE
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A professional attitude is actually a culmination
of many different traits that a good recruiter
notices.
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It starts with professional grooming and the
proper attire for business meetings.
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A good recruit understands the importance of
being professional at all times, because a
finance expert never knows when it may be time to
talk money with a potential client.
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Another place that a recruiter looks for
professionalism is on the recruit's resume.
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Details such as the email address the recruit
uses can indicate a dedication to professionalism.
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For example, the email address hotfinanceguy_at_mail.
com can undermine an otherwise spotless resume.
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A good recruit attends to the details and
presents a professional appearance.
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AN EYE FOR THE FUTURE
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The world of finance is constantly changing and
most financial companies want employees that
understand how to interpret trends and plan for
the future.
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Since a large part of financial planning involves
being prepared for future financial needs, it
only makes sense
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that good planners are able to translate trends
and use their experience to help customers make
good plans.
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A BROAD BACKGROUND
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The world of finance is filled with specialists,
but even the most focused expert has to have an
understanding of the world around them if they
want to succeed.
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Analysts have to understand a variety of
industries in order to make accurate projections
in the industry they follow.
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Financial advisors should understand a broad
range of products to be able to offer customers
the best possible solution.
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ABILITY TO BE PERSONABLE
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The very best finance recruiters know that their
clients want employees who can comfortably talk
to all types of people.
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While the finance world is about money, it is
also largely about people.
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A good employee needs to be able to engage in a
meaningful discussion with clients and others to
be able to get the information necessary to solve
a problem or answer a question.
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The balancing act between professionalism and
being personable is something that finance
recruiters look for in every employment candidate.
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The balancing act is not easy, which is why the
candidates who can maintain that balance are the
ones who find success.
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A job candidate needs to understand what
recruiters are looking for before they can make
their way in the finance world.
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By understanding what recruiters are looking for,
a candidate can put together the makings of a
successful career.
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Ready to make a move?
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If you are planning to buy an existing book of
business or sell yours, we can help.
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Our financial advisor recruiters are always ready
to accommodate questions and applications.
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Visit site www.willis-consulting.com
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Willis Consulting, Inc.
Los Angeles Office Corporate Headquarters 719
Yarmouth Road, Suite 203 Palos Verdes Estates, CA
90274 310-373-7400 PST
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Willis Consulting, Inc.
Scottsdale Office 8970 E Raintree Drive Suite
300 Scottsdale AZ 85260
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Willis Consulting, Inc.
New York Office 244 5th Avenue, Suite 1855 New
York NY 10001 212-726-2041 PST