5 Tips to Fill That Finance Position with a High-Quality Candidate

Hiring the perfect financial advisor

It takes a certain kind of person to work in a finance job. Not only does that person need to have a good head for numbers, but they also need to be able to come across as reliable and dependable so that people will be willing to give them their money to invest. It may be hard to find one person who can do both these things. But working with a headhunter is likely to make the task easier.

What Do You Need the Person to Do?

The first thing you need to do is write down a job description.

  • What are the tasks that that person will be expected to perform?
  • Will they have to take on the current caseload?
  • Will they be expected to build their own client list?
  • Does their job consist of a few key accounts or will they be working with a large number of smaller accounts?

Writing down everything the person is expected to do is important, even if it’s just taking out the clients for dinner.

MBA? BBA? Specialization in Finance?

Next, consider the type of education you would like this person to have.

  • Do you want someone with an MBA?
  • Or is a bachelor’s degree in business enough for the position you have in mind?
  • You may be looking for someone who specialized in finance.

There are times when you might be ok with someone who has a lower level of education, as long as they have a higher level of work experience.

How Much Work Experience Are You Looking For?

Work experience is the third thing you may need to consider when hiring someone for a finance-related position. It helps a lot to have someone who has experience working in this field because you may be able to understand the ins and outs of finance on a theoretical level without being good at investing money in the real world. So it’s important to hire someone who has already got a good track record.

Or if you prefer, you can give a newbie a chance if you sense that they have what it takes to succeed in this field. In this case, you can take them on and give them the training that they need. But it’s always good to stipulate that they should stay with you for a certain period of time because you don’t want to spend a lot of time training someone only to have them go leave once they’ve learned everything they can.

Save Time and Money Working with a Headhunter

Working with a headhunter can be quite helpful when it comes to hiring someone in finance. It’s especially helpful if the headhunter specializes in that field. In such cases, they should already have a pool of applicants whom you can interview rather than going through the entire process of posting a job, looking at resumes and interviewing, checking up references, etc. Working with a headhunter can save you a lot of time and money.

A Headhunter Can Bring You Better Candidates

Plus, working with a headhunter can bring you more great applicants. When you do a job posting, you may or may not catch the attention of someone who just graduated from a good school or has a lot of work experience. There are so many job postings out there that yours just might not reach the type of candidate you want to attract.

But when you work with a headhunter, they’re constantly on the lookout for good candidates and they’re trying to find these in various places—through job boards, on social media, through personal recommendations, etc. So you’ll find that the quality of the candidates that come to you will be much higher.

Contact us for more great tips to find someone for your financial position.