PlanMember Financial Corporation is a financial services firm with a national footprint, and headquarters in Carpinteria, on the beautiful Central Coast of California. Serving the public sector for over 25 years, PlanMember has been a top ranked fee-based broker-dealer since 2004, ranked #4 in new plans added and #8 for all K-12 plans. PlanMember’s unique membership model helps employees achieve their retirement goals by providing institutional-level investing solutions and delivering exceptional service and support to both employees and their employers. PlanMember’s mission is to make a positive difference for our Partners, PlanMembers and Employees, every day. To accomplish this, we’re looking for highly motivated candidates to join our growing team.

Location Information:  Remote. This position may require up to 40% travel.

Salary Range: 

Base salary of $120,000 annually, with the opportunity to receive variable compensation based on new business generation. Salary is ultimately determined by the scope of the position the candidate's relevant experience, and internal equity.

As our Midwest Regional Vice President (RVP) Partner Development, your primary responsibilities will be to recruit Financial Advisors in the upper mid-west territory. In addition to recruit Financial Advisors to partner and become a PlanMember Financial Center.

• Lead end-to-end recruiting efforts to attract and onboard new Financial Centers within your region.

• Partner with VP Retail Sales & Recruiting to design and execute growth strategies and market expansion plans.

• Organize and host seminars, webinars, and networking events to engage prospective Financial Centers.

• Collaborate closely with Business Development Officers (BDOs) and the Recruiting Team to align and drive regional recruiting goals.

• Manage online recruiting platforms (LinkedIn, ZipRecruiter, Indeed) to identify and connect with qualified Advisors.

• Build relationships with prospects through proactive outreach, scheduled meetings, and consistent follow-up.

• Understand and apply key business agreements and partnership models to effectively communicate PlanMember’s value proposition.

• Support and promote co-branding initiatives that strengthen partnerships with new Financial Centers.

• Coordinate regional marketing campaigns and prospect communications to generate qualified leads.

• Prepare weekly recruiting plans and performance updates to share progress and best practices.

• Research and develop new leads to expanding the recruiting pipeline.

• Build trusted relationships with recruits and guiding them through each step of the process and ensuring mutual success.

• Develop effective closing strategies to successfully onboard new Financial Center Advisors.

• Lead end-to-end recruiting efforts to attract and onboard new Financial Centers within your region.

• Partner with VP Retail Sales & Recruiting to design and execute growth strategies and market expansion plans.

• Organize and host seminars, webinars, and networking events to engage prospective Financial Centers.

• Collaborate closely with Business Development Officers (BDOs) and the Recruiting Team to align and drive regional recruiting goals.

• Manage online recruiting platforms (LinkedIn, ZipRecruiter, Indeed) to identify and connect with qualified Advisors.

Essential Job Function:  This is NOT an Essential Job Function "Essential Staff" position.

• Active Communication:

• • Proven verbal/written communication/presentation skills
  • Influential and persuasive

• Negotiating skills

• Interpersonal Dynamics:
  • Ability to work well in a one on one and a team environment
  • Relationship building
  • Professional
  • Positive attitude
  • Diplomatic
  • Leadership Skills
• Information Seeking
• Managing Processes
  • Time management/ well organized

• Self-Management:
  • Ability to work independently without close supervision
  • Ability to prioritize and execute on multiple tasks
  • Composure and resiliency

• Sales oriented mentality (Achievement, motivation, and perseverance
• Sound Business Judgment

• Recruiting and/or sales experience is required
• Be familiar with the PlanMember proposition and be able to communicate with prospective Advisors
• Have a working knowledge of a CRM system such as Salesforce or Redtail
• Bachelor’s degree preferred
• 5 years of experience within recruiting and/or wholesale within a broker/dealer, RIA or similar

FINRA LICENSE – SIE

FINRA LICENSE - 7

FINRA LICENSE – 65

Position Information:  This position requires up to 40% travel. This job description is intended to convey information essential to understanding the scope of the position and is not an exhaustive list of skills, efforts, duties, responsibilities, or working conditions associated with it. PlanMember reserves the right to modify duties or job descriptions at any time.

PlanMember Financial Corporation is an Equal Opportunity Employer. PlanMember does not discriminate on the basis of race, religion, color, sex, gender identity, sexual orientation, age, non-disqualifying physical or mental disability, national origin, veteran status or any other basis covered by appropriate law. All employment is decided on the basis of qualifications, merit, and business need.