Connective Services Issue 5

Recruiting during the holidays, a guide for new managers, success stories and more

Kevin Sailor
President and CEO

Happy holidays! Now is a time of celebration and rest for many - but if you think hiring managers are out of office through EOY, you’ll want to check out this month’s recruiting myth busted from Denise. (Hint: They’re not.)

Then, be one of the first to answer our first newsletter poll: What are your 2025 career goals?

Further down, we’ve got some great new resources as well as featured career opportunities. Enjoy.

In this issue:

💥 Recruiting Myths Busted: Recruiting doesn’t pause for the holidays

🎈 Just for Fun: Your 2025 Career Goals

📄 Latest Resources from the Blog: A guide for new managers in the financial sector, Success stories of professionals who have advanced in the industry, Engaging passive talent and prioritizing skills

💡 Associate Spotlight: Rita Brannam

💥 Recruiting Myths Busted!

Sleigh the holiday season: Recruiting doesn’t pause for the holidays

By Denise Decker
Executive Search & Talent Acquisition Team Lead
Find me on LinkedIn

Think everything stops during the holidays? 🎄 Think again! The idea that recruitment pauses in November and December is a common myth. The truth is that the end of the year is full of opportunity for both job seekers and hiring managers.

Companies are often in a crunch to use their recruitment budgets before the year ends. That means they’re in hyper mode to fill key positions. If a hiring manager has a budget left, they’re eager to show that those funds were well-spent. They’re not only hiring to fill seats; they’re setting the stage for next year’s success.

For job seekers, this time of year is prime for making connections. Holiday gatherings are golden opportunities to share your intentions and explore potential referral pathways. Plus, with fewer candidates actively searching, your application gets noticed faster.

So, whether you're a hiring manager or a candidate, don’t let the holidays slow your momentum. Keep exploring and building connections – and jingle all the way to your next big opportunity. 🔔

P.S. Need help navigating the holiday recruiting hustle? Let's connect and make the most of this dynamic season.

🎈 Just For Fun

What's your top career goal for 2025?

Click one to vote. We'll share the results next month!

Login or Subscribe to participate in polls.

📄 Latest Resources From the Blog

Mastering the First 90 Days: A Guide for New Managers in the Financial Sector

From Financial Recruiters International

Mastering the first 90 days as a new manager in the financial sector is crucial for setting the stage for long-term success. Explore the three key phases here: Mastering the First 90 Days >

From Entry-Level to Executive in Commercial Insurance: Success Stories of Professionals Who Have Advanced in the Industry

From Alexander Raymond

The commercial insurance sector offers unparalleled opportunities for career advancement, providing a path from entry-level positions to executive roles. Discover inspiring success stories and gain insights into strategic growth within this dynamic industry: From Entry-Level to Executive in Commercial Insurance >

Revolutionizing Talent Acquisition in 2025: Engaging Passive Talent and Prioritizing Skills

From Alexander Raymond

As 2025 approaches, redefine your talent acquisition strategy to engage passive talent and prioritize skills, ensuring your organization remains competitive and innovative.

Top tips: Engaging passive talent

  • Build a strong employer brand: Highlight company values and leverage social media to showcase your culture and mission.

  • Offer competitive incentives: Provide tailored compensation, benefits, and career advancement opportunities.

  • Cultivate long-term relationships: Use personalized outreach and host industry events to engage potential candidates.

Top tips: Prioritizing skills-based recruitment

  • Define key skills: Focus on both hard and soft skills essential for success.

  • Utilize assessment tools: Employ skill tests and behavioral interviews to evaluate candidates effectively.

  • Invest in upskilling and reskilling: Create programs that enhance your team's skills and foster adaptability.

The role of technology

Technology plays a vital role in streamlining recruitment processes. Leverage AI for candidate sourcing and skills matching, and utilize data-driven insights for performance tracking and optimizing recruitment workflows.

Overcoming challenges

Addressing candidate concerns with transparency about job expectations and company stability is essential. To bridge skills gaps, collaborate with educational partners and focus on internal development programs.

Measuring success

To measure success, track key performance indicators such as time to hire, quality of hire, and candidate experience. Celebrating these achievements recognizes the contributions of new hires and your HR team's efforts.

Future-proofing your workforce

Build resilient teams by emphasizing potential and fostering a culture of continuous learning. Engage leadership to ensure transparent communication and strong support for your workforce.

Contact the listed recruiter to learn more about each opportunity.

Director of Wealth and Retirement Strategy

(CFA, CFP)
Wichita
Recruiter: Denise Decker
[email protected]

President of Trust and Wealth

(JD, CFA, CFP, CTFA)
Central Texas
Recruiter: Greg McDowell
[email protected]

Trust Officer

Youngstown, OH
Recruiter: Denise Decker
[email protected]

Wealth Advisor

(CFA, CFP, CWS)
Vero Beach, FL
Recruiter: Christie Burgess
[email protected]

Wealth Advisor/
Relationship Manager

Space Coast, FL
Recruiter: Erin Keller
[email protected]

Portfolio Manager

Fort Wayne
Recruiter: Christie Burgess
[email protected]

Financial Planner

(CFP, CFA)
Pittsburgh
Recruiter: Jacob Aubel
[email protected]

Trust Officer

South Pittsburgh
Recruiter: Jacob Aubel
[email protected]

Wealth Manager

Pittsburgh
Recruiter: Jacob Aubel
[email protected]

Trust Legal Counsel

Houston
Recruiter: Greg McDowell
[email protected]

Trust Legal Counsel

Louisiana
Recruiter: Greg McDowell
[email protected]

Trust Officer

Indianapolis
Recruiter: Christie Burgess
[email protected]

Estate Planning Attorney

North Chicago
Recruiter: Christie Burgess
[email protected]

Commercial Lines Account Executive

Atlanta
Recruiter: Christie Burgess
[email protected]

Commercial Underwriting Manager

Midwest
Recruiter: Greg McDowell
[email protected]

Loss Control

Portland or Seattle
Recruiter: Greg McDowell
[email protected]

Premium Audit

Maryland
Recruiter: Greg McDowell
[email protected]

Private Banker

Tallahassee
Recruiter: Jacob Aubel
[email protected]

💡 Associate Spotlight

Rita Brannam

Rita Brannam is an Executive Search Team Lead at Financial Recruiters International and Alexander Raymond. With over two decades of experience, Rita specializes in Wealth Management and Trust, building strong relationships with clients and candidates. Her philosophy centers on understanding each client’s unique needs, and she excels in overcoming hiring challenges to form high-performing teams. Rita's dedicated approach consistently leads to shared success in her recruiting endeavors.

A St. Louis native and passionate fan of the Cardinals, Blues, and City, Rita values family time with her husband Scott and their three children. She enjoys volunteering, reading, and traveling.

📰 Industry News

Planners-to-be overwhelmingly want firms emphasizing pro bono work

New research reveals that more than 80% of aspiring CFP professionals consider pro bono policies a key factor in choosing an employer. WealthManagement.com reports that planners under 35 value the opportunity to deliver financial advice across a diverse economic spectrum. Here’s how to leverage this insight. >

CFA designation still in demand for hiring as fewer pursue it

Despite a registration drop, the CFA remains crucial for aspiring portfolio managers, as it signals commitment and expertise in advanced financial topics. Read the report from InvestmentNews.com. >

🔗 Connect With Your Recruiter

Greg McDowell

Executive Search Team Lead

Denise Decker

Executive Search Team Lead

Christie Burgess

Executive Search Team Lead

Jacob Aubel

Executive Recruiter

Rita Brannam

Executive Search Team Lead

👋🏼 About Connective Services

Connective Services is a newsletter brought to you by Financial Recruiters International and Alexander Raymond. Both firms are full-cycle recruiting companies connecting fiduciary services organizations with highly skilled candidates. Financial Recruiters International serves the financial sector while Alexander Raymond specializes in insurance and contract staffing.