Lead Advisor · 1 week ago
Talent Acquisition Associate
Massachusetts, United States
Full-time
Hybrid
New Grad, Entry LevelLead Advisor, LLC is a consulting and talent acquisition firm serving the wealth management community. The Talent Acquisition Associate is focused on sourcing and interviewing candidates for various wealth management positions, in addition to new business development.
ConsultingHuman ResourcesWealth Management
Responsibilities
Conduct research on firms and companies in various marketplaces
Conduct targeted LinkedIn searches to find appropriate candidate profiles
Network to ask for referrals to potential candidates
Use other tools and creative means to identify candidates
Conduct virtual interviews with candidates
Assess the talent to determine advancement
Capture appropriate notes
Assist with coordinating interview steps
Debrief interviews with candidates
Create, administer and retrieve assignments and assessments through the process
Ensure all interactions, notes and updates are logged in our CRM system
Edit role descriptions and place in appropriate tools and systems
Use third-party and our own systems for talent identification and tracking
Assist with candidate marketing outreach
Prospect to our ideal wealth management firm client profile
Potentially facilitate new business opportunities with our sister brands
Qualification
Required
Bachelors Degree
Experience in talent sourcing and/or professional sales
Strong verbal and written communications skills
A 'Find A Way' attitude
Interest in Wealth Management
Company
Lead Advisor
Lead Advisor offers wealth management services, guidance, private research, and a job board for top talent.
Founded in 2020
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Michael Connaughton
Co-Founder
Company data provided by crunchbase