Recruiter | Transition Consultant

Company Description TERRANA GROUP LLC (TG) is a nationally recognized Financial Advisor recruiting and business development consulting firm serving broker-dealers, wealth management firms, investment securities brokerages, independent broker-dealers, and RIAs across the United States.

Since 1992, TG has completed more than 3,000 professional placements, with client assets transferring to hiring firms approaching $100 billion.

TERRANA GROUP specializes in recruiting, transition, and consulting for investment securities professionals, leveraging deep relationships with key decision-makers at leading financial institutions. TG offers comprehensive expertise across independent, hybrid, and traditional brokerage models and emphasizes detailed candidate screening and active representation.

Clients and candidates benefit from broad industry contacts, structured support throughout the process, and strong presentation and negotiation guidance to drive successful placements.

Role Description Recruiter | Transition Consultant is a full-time, in office based in Chicago, IL or remote role, anywhere in the USA.

In this position, you will COLD CALL from our database, to source, engage, and qualify financial advisor candidates.

You will manage the end-to-end recruitment process, including screening, interviewing, assessing fit, and coordinating interviews with client firms.

Day-to-day responsibilities include advising candidates on transition options, preparing them for meetings, and supporting negotiations around offers and transitions.

You will also consult with client firms to understand their business needs, maintain accurate records in internal systems, and contribute to ongoing relationship management and business development initiatives.

Qualifications

• Strong communication skills, including clear verbal and written communication, active listening, and the ability to build trusted relationships with senior professionals.
• Sales consulting and advisory skills, with experience guiding professionals through complex decisions, transitions, or career moves.
• Foundational understanding of finance, wealth management, or investment securities; experience working with financial advisors or broker-dealers is highly beneficial.
• Project management and organizational skills to manage multiple searches, candidate pipelines, and timelines simultaneously.
• Training, coaching, or mentoring experience, particularly in preparing candidates for interviews, presentations, or transitions.
• Proficiency with CRM or applicant tracking systems, and comfort using digital tools for research, outreach, and documentation.
• Ability to work both independently and collaboratively in a hybrid environment, demonstrating initiative, professionalism, and discretion.
• Sales experience in recruiting or financial services.
• Bachelor’s degree in business, finance, marketing or psychology would be helpful but not required.