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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

Additional Information

Our team members enjoy:

  • Competitive salary based on experience
  • Comprehensive benefits and hybrid work schedule – Fridays remote
  • Environment where you are empowered and can see your impact every day!

Goldstone Partners is helping this highly successful company find talented professionals who want to help us – and our clients - prosper. Applications welcome for those who are US Citizens or hold a Green Card.

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, and become an integral part of our ambitious team! In this newly created position, you will be at the forefront of our HR operations, developing our full-cycle recruiting process and ensuring we attract the best talent to help our company thrive. Your role will touch every aspect of HR, from enhancing our systems and benefit programs to facilitating our performance management. With around three years of HR experience under your belt, you’ll be ready to tackle ambiguity and collaborate with senior leadership to implement strategies that align with our significant growth plans. You’ll have the chance to set up foundational processes for recruiting, onboard new team members, manage employee benefits, and ensure compliance with employment laws. Your contributions will directly foster a culture of growth and engagement, empowering our employees. If you’re passionate about making an impact and shaping the future of HR at a thriving financial services company, let’s connect! We're excited to see how your authenticity, results-driven mindset, and courage can help our mission to assist individuals in securing their financial futures.

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

To thrive as a Human Resources Generalist at Financial and Tax Architects, LLC, candidates should possess strong communication and interpersonal skills, proficiency in HRIS platforms and payroll tools, and a knack for managing multiple HR responsibilities in a dynamic environment. Also, previous experience designing and implementing recruiting and performance management programs is highly beneficial.

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What does the recruiting process look like for a Human Resources Generalist at Financial and Tax Architects, LLC?

The recruiting process for a Human Resources Generalist at Financial and Tax Architects, LLC will be foundational, focusing on creating effective pipelines for attracting top talent. This includes implementing targeted recruiting strategies, managing onboarding processes, and fostering a supportive environment for new hires to thrive.

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How does Financial and Tax Architects, LLC support professional development for HR roles?

Financial and Tax Architects, LLC highly values professional development and empowers HR team members by facilitating performance management programs. This includes quarterly EOS conversations, goal setting, and annual reviews tailored to enhance employee growth and engagement within the company.

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

As a Human Resources Generalist at Financial and Tax Architects, LLC, you can expect a competitive salary based on experience, a comprehensive benefits package, and the flexibility of a hybrid work schedule with remote Fridays. This supportive work environment encourages empowerment and visibility of your impact.

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What does a typical day look like for a Human Resources Generalist at Financial and Tax Architects, LLC?

A typical day for a Human Resources Generalist at Financial and Tax Architects, LLC involves a mix of activities from establishing recruitment processes, managing employee benefits inquiries, facilitating performance management discussions, to ensuring compliance with employment laws. Everyday challenges will allow you to actively pursue goals that align with the company’s growth.

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

An ideal Human Resources Generalist candidate for Financial and Tax Architects, LLC should hold a Bachelor’s degree in human resources or business administration and have over three years of HR Generalist experience, ideally within a growing organization. Familiarity with EOS methodologies will be considered a plus!

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What opportunities does Financial and Tax Architects, LLC provide for career advancement?

Financial and Tax Architects, LLC is committed to nurturing talent and offers opportunities for career advancement, particularly for those who showcase leadership qualities and contribute significantly to HR systems. As the company grows, so do the opportunities for moving into senior HR roles or specializing in various HR functions.

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Common Interview Questions for Human Resources Generalist – Wealth Management
Can you describe your experience with full-cycle recruiting as a Human Resources Generalist?

When answering this question, highlight specific experiences you've had in recruiting, from sourcing candidates to onboarding them. Discuss tools and systems you’ve used, how you’ve approached different hiring challenges, and the impact this had on prior organizations.

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What strategies have you implemented for performance management?

When discussing performance management strategies, be sure to mention any systems or frameworks you’ve utilized, such as goal setting techniques and evaluation processes. Share successful examples where your strategies improved team performance or engagement.

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How do you ensure compliance with employment laws in your HR practices?

Emphasize the importance of staying updated with local, state, and federal employment laws. Discuss any past experiences where you resolved compliance issues, implemented training, or maintained accurate documentation to safeguard against potential legal issues.

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What has been your experience with managing employee benefits programs?

Share your experience with creating, managing, or evaluating employee benefits programs. Detail how you addressed employee inquiries, assessed program competitiveness, and made recommendations to ensure employee satisfaction and retention.

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How do you handle ambiguity in HR processes?

Talk about a time you encountered ambiguity in your HR role. Illustrate how you used problem-solving skills to navigate uncertainties, sought guidance from leadership, and created clear processes that aligned with broader company goals.

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Can you give an example of how you've fostered a culture of growth in your previous roles?

Provide a specific instance where you initiated cultural changes or programs that encouraged employee development. This could include mentorship programs, continuous training opportunities, or feedback systems that support performance improvement.

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What is your approach to building relationships with employees at all levels?

Explain how you prioritize communication and active listening in your HR role. Describe interactions you've had with diverse employee groups and how you tailored your approach based on the sensitivities of each group to ensure trust and rapport.

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How do you manage multiple HR priorities in a fast-paced environment?

Illustrate your organizational skills by discussing tools and methods you use for task management. Emphasize your ability to prioritize tasks based on urgency and importance, and provide an example of how you successfully handled competing deadlines in your previous roles.

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What HRIS platforms or tools have you utilized, and how did they benefit your HR processes?

Talk about any specific HRIS platforms you are familiar with and provide examples of how they improved efficiency in processes like payroll, recruitment, or performance management. Highlight any experiences where you led system implementations.

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What motivates you to work in human resources, especially in a company focused on financial services?

Share your passion for HR and how it aligns with a company like Financial and Tax Architects, LLC. Discuss the fulfillment you derive from helping employees grow and the role HR plays in supporting a strong financial services mission.

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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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Full-time, hybrid
DATE POSTED
November 29, 2024

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