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Tips On Role Descriptions

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We help wealth management firms think through their talent needs every day and, in many cases, assist them to create or modify role descriptions. Here are a few tips:

Eddy Ricci, Jr., CFP ®, CEPA ®: Candidates are likely skipping through any long paragraphs around your company’s mission, vision or any wording that looks like all other firms: “our firm cares about our clients, does comprehensive planning and needs to learn about client’s goals first”. Candidate feedback from a LinkedIn survey shared that the LEAST important part of a role description was “company information.” Candidates care first about if they can and want to perform the actual function and responsibilities of the role, if so, they can find time to do their own company research.

Michael P. Connaughton, CFP®, CLU®, ChFC®: To attract desired talent a firm should highlight the specifics in their role description. We recommend a hiring firm speaks to the tools and technology the practice leverages for financial planning, investment analysis, and client relationship management. They should also share the types of clients the firm works with and provide details around their client service model. Lasty a practice should detail how the new hire will collaborate with team members and integrate with firm specialists while making sure to clearly state the key responsibilities of the position.

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