Carol Steen
Milton
Summary
Accomplished talent acquisition consultant with strong skills in managing comprehensive hiring processes in the wealth management sector. Experienced in sourcing and identifying high-caliber candidates and enhancing recruitment effectiveness through data analysis and interpretation. Ready to drive impactful talent acquisition strategies.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Talent Acquisition Consultant
Bank of America
Atlanta, GA
05.2022 - Current
- Managed end-to-end recruitment processes to attract top talent for Merrill Advisor Development Program.
- Identified and leveraged creative sourcing methods to engage and recruit high-caliber candidates.
- Partnered with hiring managers to establish precise job requirements and candidate profiles.
- Provided training and support to junior recruiters, focusing on effective recruitment techniques and industry standards.
- Identified trends in recruitment data to drive continuous improvement in hiring practices.
- Analyzed candidate qualifications and cultural fit by conducting thorough interviews and assessments, enhancing recruitment effectiveness.
Financial Solutions Advisor
Bank of America/Merrill
Charlotte, NC
11.2019 - 05.2022
- SIE, S7 and S66 licensed
- Developed personalized financial plans to enhance client wealth management strategies.
- Analyzed clients' financial situations to recommend suitable investment products and services.
- Conducted regular portfolio reviews to ensure alignment with clients' financial goals and market conditions
Education
MBA -
Queens University of Charlotte
Charlotte, NC12-2015
Skills
- Industry Expertise
- Relationship Management and Communication
- Competency-Based Hiring
- AI, Social Media, and Technical Talent Sourcing and Tracking Tools
- Negotiation and Sales Skills
- Critical Thinking
Accomplishments
- Excelled in Wealth Advisor Acquisition Goals in Partnership with Merrill Leadership, 2022-Current
- Leveraged AI-driven Platforms to Enhance Recruitment Efficiency and Identify High-Potential Financial Advisory Prospects
- Collaborated with the Talent Planning Team in the development of Financial Advisory Interview Guides
- Author Employee Satisfaction and Engagement Training and Benefits Articles published in Monthly Newsletter
Certification
Senior Professional in Human Resources Certification
Timeline
Talent Acquisition Consultant
Bank of America
05.2022 - Current
Financial Solutions Advisor
Bank of America/Merrill
11.2019 - 05.2022
MBA -
Queens University of Charlotte