Remote Financial Advisor Development Program Jobs in Chicago, IL

Financial Advisor Recruiter | Transition Consultant

Terrana Group LLC – Wealth Management Recruiting Specialists

Location: Virtual – Available to High Performers
Industry: Wealth Management Recruiting | Financial Advisor Recruiting | Executive Search | Talent Acquisition | Business Development Consulting

The Terrana Group Advantage

Terrana Group LLC, founded in 1992, is the premier authority in financial advisor recruiting. For over 33 years, we have served exclusively within the wealth management industry—partnering with leading Broker Dealers, Independent Broker Dealers, Registered Investment Advisors (RIAs), Wealth Management Firms, and Investment Securities Brokerages nationwide.

We are not generalists. We are specialists in financial advisor transitions, strategic advisor placement, and complex asset-movement consulting. Our focus is precise. Our methodology is proven. Our results are unmatched.

With more than 3,000 successful Advisor placements and over $100 billion in client assets transitioned, Terrana Group has built a reputation for absolute professionalism, deep industry insight, and a level of discretion few can equal. Our relationships—with elite firms and accomplished advisors alike—are long-term, trusted and carefully cultivated.

This business rewards mastery. Perseverance, integrity, and a commitment to excellence are essential. When you join Terrana Group, you aren’t stepping into just another recruiting role—you are entering the pinnacle of financial advisor recruitment and transition consulting, where skill, consistency and results are the standard.

This is not a role for the faint of heart.

The Reality of the Work

There is no “big win” in the first month.
There are no shortcuts through social media, job boards, or quick digital sourcing.

Entrepreneurial financial advisors do not apply to ads, post résumés, or wait to be discovered.

Success here is built through conversation — real conversation. Picking up the phone. Asking questions others won’t. Showing up every day even when rejection is guaranteed. This is high-level recruiting. It is business development. It is consultative sales. It is follow-up. It is credibility earned over time with advisors who fiercely protect their books of business.

If you believe technology replaces relationships, this role will frustrate you.
If you know discipline, persistence and heart create opportunity, you will thrive.

Those who rise to the challenge don’t just complete placements — they build something lasting. They earn trust. They create opportunity, one conversation at a time.

The Platform

As a Financial Advisor Recruiter and Transition Consultant, you will spend your days speaking directly with entrepreneurial financial advisors across the country. Not prospects. Not candidates. Advisors.

Your success comes from:

• Initiating meaningful conversations
• Asking intelligent, strategic questions
• Listening deeply
• Building trust that compounds over time

We provide tools, insights, and decades of expertise — but opportunity is created by you through consistent outreach, authentic connection, and professional follow-through. Advisors respond to skill, persistence, and integrity.

This work is relationship-driven, performance-based, and deeply rewarding for those who commit.

The Right Fit

A degree is not required.
Resilience is.

You’ve likely succeeded in sales before. You understand rejection is part of the process. You know momentum comes from daily activity — not waiting for perfect conditions.

You are competitive but respectful. Persistent yet professional. You can hold an unscripted conversation. You can bounce back from a tough call. You take ownership of your results.

You have heart.
You have drive.
You have discipline.
And you are not afraid of the phone.

Why It’s Worth It

This is demanding work — but the rewards are significant.

You will build deep relationships within the financial services industry. You will engage daily with sophisticated financial advisors and leadership teams. You will operate in a niche of wealth management recruiting that few truly understand.

And your income will reflect your performance.

The upside for the right person is substantial — not overnight, and not by accident, but through effort, discipline, and growth. Success at Terrana Group is earned, and it is meaningful.

Final Word

Terrana Group is not for everyone.

If you’re looking for a position that is easy, predictable, or passive — this is not your role.

But if you want to build something meaningful in financial advisor recruiting…
If you respect true, relationship-driven business development…
If you are willing to do the work others avoid…

We want to speak with you.

Only the strong apply.