Successfully reported this slideshow.
We use your LinkedIn profile and activity data to personalize ads and to show you more relevant ads. You can change your ad preferences anytime.

Frank Larosa: What Firms Look for in Financial Advisors

268 views

Published on

Frank Larosa,

Published in: Economy & Finance, Business
  • Be the first to comment

  • Be the first to like this

Frank Larosa: What Firms Look for in Financial Advisors

  1. 1. What Firms Look for inFinancial AdvisorsFrank Larosa
  2. 2. Frank Larosa: What Firms Look for inFinancial AdvisorsFinancial expert Frank Larosa possesses years ofexperience in the financial services industry. Mostrecently he launched Elite Recruiting andConsulting, a firm that specializes in the placementof financial advisors across the country.
  3. 3. Frank Larosa: What Firms Look for inFinancial AdvisorsFirms looking for new financial advisors will typicallybe looking at several key components for eachprospective employee:
  4. 4. Frank Larosa: What Firms Look for inFinancial Advisors1. Production: Potential employers will be looking atproduction, client asset size, and product mix ofapplicants. Most firms will have minimumrequirements for applicants.2. Work history: Firms will want to know thatapplicants have experience and, almost asimportantly, have maintained employment withother firms for a reasonable length of time.
  5. 5. Frank Larosa: What Firms Look for inFinancial Advisors3. Fee-based business: Employers will investigatewhat amount of the applicant’s production andassets are fee-based. Some firms may prefertransaction business to fee-based business.4. Business goals: Financial firms will want to hiremotivated advisors with an eye toward the futureand a solid plan for growth. Applicants are expectedto clearly explain their vision.
  6. 6. Frank Larosa: What Firms Look for inFinancial AdvisorsFinancial advisors looking for new positions areencouraged to contact Elite Recruiting andConsulting for more information and consultation.

×