Amanda Penrose

About Amanda Penrose

Recruiter turned Financial Advisor turned Recruiting Financial Advisor! Blending…

Experience

1. Regional Vice President Financial Advisor

   Equitable Advisors

   Jun 2024 — Present · Raleigh, NC

   A Financial Advisor Who Recruits Financial AdvisorsIn early 2022, I started with Oakbridge Financial Group, LLC (“in alliance with” Equitable Advisors) in a recruitment role that put me on an expedited career path to become a Financial Advisor and leader within the firm. After earning my Life, Health and Long-Term Care insurance licenses, as well as the Series 66, 7 and 24 FINRA registrations, I was appointed to a Regional Vice President role within Equitable Advisors out of Raleigh, NC. Alongside a tenured business partner, my mission is to attract and develop the most talented advisors who will make a generational impact through meaningful relationships.As a Regional Vice President and Financial Advisor, I get the best of both worlds: to help clients achieve peace and clarity through a customized, holistic approach, while also working to introduce this career to talented and driven individuals. Retirement Planning | Investments | Risk Management | Estate Planning Strategies | Comprehensive Financial Management | Recruiting | Talent Aquisition | Talent Development | Sourcing | Interviews | Leadership

Skills

• Account Management
• HR Policies
• Temporary Placement
• Labor Relations
• Contract Recruitment
• Sales
• Hris
• Technical Recruiting
• Employee Benefits
• Training
• Management
• Interviews
• Staffing Services
• Temporary Staffing
• Sourcing
• Team Building
• Screening
• New Hire Orientations
• Customer Service
• Workforce Planning
• Talent Management
• Benefits Administration
• Executive Search
• Employee Relations
• Talent Acquisition
• Internet Recruiting
• Recruiting
• Onboarding
• Human Resources
• Applicant Tracking Systems
• College Recruiting
• Coaching