Welcome to UpTick
Throughout the Financial Services Industry, employers strive to attain the best candidates to expand their organization. With methods of lead generation and cold/warm calling, starting a conversation and offering a proposition is of the utmost value.
Welcome to UpTick
At UpTick Financial Recruiting, that initial conversation is vital to sourcing positions for every client and finding the best candidates that share your company’s vision.
Our team of expert advisors has adopted effective and unique methods with proven results that demonstrate dedication and personal attention. We strive for longstanding and valued relationships.
Our mission “Consistently outperform contingency recruiters while charging a fraction of their fees.”
Our Clients
About
At UpTick Financial, we are dedicated to developing relationships with our clients and addressing their hiring needs. Our main focus is on recruiting experienced advisors in the Financial Services industry in order to provide the best candidates to expand your organization. With methods of lead generation and cold/warm calling, we source positions for clients across the nation.
Testimonials
We’re grateful for the kind words advisors and clients have shared about our relationship, process, and results. While the words they shared are real, we’ve kept their identity private to honor our promise of confident quality.
Contact
Quality producers don’t respond to job postings and they don’t post their resumes to a database. Most are perfectly content at their current firm and highly skeptical about changing Broker-Dealers. So how do you recruit such elusive professionals?
Rather than trying to convince producers to join your firm, our ‘Warm-Callers’ inform advisors about your Value Prop and ask those who are qualified and interested to engage in a ‘Discovery Call’ so that you can introduce yourself and tell them more about your platform and career opportunity. This methodology has proven to be highly effective because, at the end of the day, the person best able to present your value proposition to high-level producers is you! In typical UpTick fashion, our warm-calling services are highly affordable. We charge a fixed hourly rate with no commissions and no contracts to sign. We also recruit high-performing career changers.
Looking to hire quality candidates from other industries? We scour the Internet to find sales reps, managers, athletes, financial professionals, and others who may want to transition into a FA position. We tell them about your opportunity, conduct in-depth telephone screens and arrange interviews on your behalf.
Tools & Resources
Embrace independence to unlock greater earnings, deeper client relationships, and the freedom to build your legacy.
Stand out to firms by showcasing your proven track record, transferable client base, and professional certifications.
Ask critical questions about compensation, growth opportunities, and client support to ensure the role aligns with your career goals.
Copyright © 2024. All rights reserved to UpTick Recruiting LLC.
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