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Human Resources Generalist – Wealth Management

Company Description

Financial and Tax Architects, LLC, located in Saint Louis, Missouri, is a highly successful and rapidly growing regional retirement planning firm with affiliates across the country that are dedicated to helping individuals secure their financial future. Leveraging our proven methodology to protect and grow the assets of our clients is our passion. The company has helped thousands of households secure their retirement. With ambitious expansion goals, we are seeking professionals who have a passion for financial services and want to help us meet our goals!

We Value: Compassion, Dependability, Growth

Job Description

In this newly created position, you will play a pivotal role in building our HR operations from the ground up – developing the full-cycle recruiting process and ensuring we attract and onboard top talent to fuel our growth. This will include enhancing our HR systems, benefit programs, and performance management program. You have about 3 years of technical HR experience and are comfortable working with some level of ambiguity. You’ll be collaborating with your senior leadership to develop and implement HR programs that will help us achieve our ambitious growth plans. If you are ready for an opportunity to roll up your sleeves and make a real impact, let’s talk!

You Value: Authenticity, Results, Courage

How you’ll spend your days:

  • Establishing a foundational process for recruiting, onboarding and pipeline management.
  • Managing employee benefits programs, serving as the primary contact for inquiries, and evaluating benefits to maintain competitive offerings
  • Facilitating the performance management program, including goal setting, quarterly EOS conversations, and annual reviews to support professional development
  • Maintaining compliance with employment laws and ensuring accurate recordkeeping for all employee-related documentation
  • Evangelizing a culture of growth and engagement

Qualifications

What you’ll bring to the role:

  • Bachelor’s degree in human resources or business administration and 3+ years of experience in an HR Generalist role with a growing company where programs are evolving continuously
  • Exposure to EOS will get our attention!
  • Demonstrated experience designing and implementing recruiting, onboarding, and performance management programs
  • Proficiency in HRIS platforms, automated payroll, and other mainstream HR tools
  • Excellent communication and interpersonal skills, with the ability to build relationships at all levels of the organization.
  • Highly organized and detail-oriented, able to manage multiple priorities in a fast-paced environment

Average salary estimate

$70000 / YEARLY (est.)
min
max
$60000K
$80000K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

What You Should Know About Human Resources Generalist – Wealth Management, Goldstone Partners, Inc.

Join Financial and Tax Architects, LLC as a Human Resources Generalist in St. Louis, MO, where you will significantly influence our dynamic growth in the wealth management sector. This exciting opportunity calls for someone ready to build our HR operations from scratch, ensuring we attract and onboard top talent who will help us expand our horizons. As a critical player in this newly created position, you’ll develop our full-cycle recruiting processes and refine our HR systems, including employee benefits and performance management. With around three years of technical HR experience under your belt, you're comfortable navigating ambiguity and eager to collaborate with senior leadership to implement innovative HR programs aligned with our ambitious goals. Your daily responsibilities will include establishing recruiting and onboarding frameworks, managing employee benefits inquiries, facilitating performance reviews, ensuring compliance with employment laws, and fostering a culture of engagement and growth. If you're passionate about financial services and ready to make a substantial impact, we'd love to chat! You’ll thrive in our supportive environment, where values like authenticity, compassion, and results are at the heart of everything we do.

Frequently Asked Questions (FAQs) for Human Resources Generalist – Wealth Management Role at Goldstone Partners, Inc.
What are the key responsibilities of a Human Resources Generalist at Financial and Tax Architects, LLC?

As a Human Resources Generalist at Financial and Tax Architects, LLC, your primary responsibilities include establishing and managing the full-cycle recruiting process, onboarding new hires, administering employee benefits programs, and facilitating performance management initiatives. You will also ensure compliance with employment laws and maintain accurate HR documentation. Your role is critical in supporting our extensive growth in the wealth management sector.

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What qualifications are needed for the Human Resources Generalist position at Financial and Tax Architects, LLC?

To qualify for the Human Resources Generalist position at Financial and Tax Architects, LLC, candidates should hold a Bachelor's degree in human resources or business administration and possess at least three years of experience in an HR Generalist role, ideally within a growing organization. Expertise in recruiting, onboarding, and performance management programs is essential, along with proficiency in HRIS platforms and automation tools to streamline HR processes.

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How can a Human Resources Generalist contribute to the growth of Financial and Tax Architects, LLC?

A Human Resources Generalist can significantly contribute to the growth of Financial and Tax Architects, LLC by developing efficient recruiting and onboarding strategies that attract top talent, creating robust performance management systems that nurture employee development, and enhancing employee benefits programs to retain key staff. By fostering a supportive and growth-oriented workplace culture, you help position the company to meet its ambitious goals.

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What kind of work environment can a Human Resources Generalist expect at Financial and Tax Architects, LLC?

The work environment at Financial and Tax Architects, LLC is collaborative and fast-paced, ideal for a Human Resources Generalist who thrives on building processes and engaging with various teams. The company values compassion, authenticity, and results, ensuring that employees feel welcome and empowered to make a difference as they work towards ambitious expansion goals.

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What are some challenges a Human Resources Generalist might face at Financial and Tax Architects, LLC?

As a Human Resources Generalist at Financial and Tax Architects, LLC, you may face challenges such as navigating ambiguity in a rapidly expanding company, implementing new HR programs, and keeping up with evolving employment laws. However, these challenges present immense opportunities for growth and creativity, allowing you to establish influential HR practices that directly impact the company’s success.

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Common Interview Questions for Human Resources Generalist – Wealth Management
How do you handle ambiguity in HR processes?

Answering this question effectively involves sharing specific examples from your past roles where you successfully navigated uncertain situations. Discuss how your adaptability and problem-solving skills helped you develop HR strategies even when guidelines or structures were not clear, showcasing your ability to thrive in a dynamic environment.

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Can you describe your experience with full-cycle recruitment?

When addressing this question, detail your recruitment process experience from job analysis to onboarding. Highlight specific accomplishments, such as reducing time-to-hire or implementing new technologies that streamlined recruitment efforts, illustrating your effectiveness and strategic approach.

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What strategies do you use to improve employee engagement?

Demonstrate your understanding of employee engagement by discussing various strategies you have implemented, such as regular feedback sessions, recognition programs, or professional development opportunities. Emphasize the positive impact these initiatives had on workplace morale and productivity.

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How do you ensure compliance with employment laws?

Explain your approach to remaining current with employment laws, which may include attending seminars, reading industry publications, and participating in professional HR organizations. Share examples of how you've successfully ensured compliance in previous roles through specific policy changes or training.

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What methods do you use for performance management?

Discuss the performance management methodologies you have used, such as continuous feedback, goal-setting frameworks, or annual reviews. Emphasize how these methods supported employee development and organizational objectives, along with any measurable outcomes resulting from these practices.

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How would you handle a conflict between team members?

Highlight your conflict resolution skills by discussing approaches like mediation, active listening, and promoting open communication. Provide a specific scenario where you successfully resolved a conflict, reflecting your capacity to foster a harmonious workplace.

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How do you evaluate and improve employee benefits programs?

Share your process for assessing employee benefits, including gathering employee feedback and analyzing industry trends. Talk about any innovative changes you've implemented that improved employee satisfaction, retention rates, or competitive positioning in the job market.

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What role does company culture play in HR?

Articulate how company culture is integral to effective human resources management. Discuss the ways you contribute to cultivating a positive culture, perhaps through initiatives such as team-building activities or strategic communications, and the impact it has on overall business performance.

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How do you prioritize multiple HR projects?

Present your organizational skills by discussing tools and techniques you use to prioritize tasks, such as time management software or project management frameworks. Illustrate your ability to balance competing commitments while meeting deadlines without sacrificing quality.

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Why are you interested in the Human Resources Generalist position at Financial and Tax Architects, LLC?

Craft a strong response that connects your values and career goals with those of Financial and Tax Architects, LLC. Mention your passion for financial services and the unique opportunity this role offers to shape HR practices during a period of growth, illustrating your long-term commitment to the company.

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Goldstone Partners is the premier search and talent acquisition advisory firm in Colorado. Our team is uniquely qualified to address the special challenges inherent in early stage and high growth companies who are moving at warp speed while buildi...

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December 14, 2024

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