Betty Chin

Chief Growth Officer @ Perennial Financial Services

About

Betty is a highly accomplished recruiting leader with over two decades of specialized experience in the financial services industry, culminating in her current role responsible for growth at Perennial Financial Services. She began her career in 2000 after earning her B.A. in Psychology from UC Irvine and an MBA in HR Management from Cal State Long Beach. She quickly established herself in wealth management, holding key recruiting roles at firms including UBS Financial Services and JP Morgan Private Bank. In 2011, Betty joined Edward Jones, where she spent over 14 years advancing through Advisor Recruiting, ultimately becoming the top Advisor Recruiting Manager for the Western Division. In 2022, she transitioned into senior leadership, where she built and managed high-performing advisor recruiting and transition teams. The full announcement of her transition to Perennial in 2025 was published here: https://www.investmentnews.com/independent-broker-dealers/lpl-osj-perennial-taps-edward-jones-leader-for-chief-growth-officer-role/262890 Betty Chin is a registered representative with and securities offered through LPL Financial. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact and Personal Info’ section above. Investment Advice offered through Perennial Investment Advisors, a registered investment advisor. Perennial Investment Advisors and Perennial Financial Services are separate entities from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of the states in which I am registered to do business, please visit www.perennialfs.com.

Country

United States

City

Orange County

Industry

Financial Services

Skill

Full-cycle Recruiting, SDLC, Talent Acquisition, Applicant Tracking Systems, Recruiting, Process Improvement, College Recruiting, Onboarding, Change Management, Talent Management, Team Building, Sourcing, Employee Benefits, Human Resources, Interviews, Technical Recruiting, Executive Search, Employee Relations, Internet Recruiting, Succession Planning

Experience

Chief Growth Officer

Perennial Financial Services

2025-11 - Present · 11 mos

Experienced Advisor Recruiting Department Leader

Edward Jones

2023-7 - 2025-11 · 2 yrs 5 mos

Orange County, California, United States

Oversee all strategy and execution of experienced advisor recruiting.

Divisional Advisor Recruiting Manager

Edward Jones

2017-8 - 2023-7 · 6 yrs

Orange County, California Area

-Develop and lead all execution and strategy for hiring Experienced Financial Advisors in the Western half of the country who are transitioning existing practices to Edward Jones. -Lead a team of recruiting professionals who manage the full cycle recruitment process for Experienced Financial Advisors. -Collaborate and partner with internal stakeholders to create and execute on test and learn strategies that will help to lift diversity, equity and inclusive growth of our firm.

Western Regions - Talent Acquisition Manager

Edward Jones

2011-8 - 2017-8 · 6 yrs 1 mo

Orange County, CA

-Led a team of full-cycle Recruiters to hire new professionals into the wealth management industry. -Managed critical relationships with field stakeholders, external organizations, universities, and target groups so that teams across the Division can source passive candidates. -Managed the change process to re-structure several components of the existing recruitment processes for increased operational efficiencies.

Senior Recruiter

J.P. Morgan

2010-7 - 2011-8 · 1 yr 2 mos

Century City, CA

-Recruited Private Bankers for Private Wealth Management (PWM) by creating recruitment strategies that partnered with Managing Directors for execution and pipeline creation for future opportunities. -Led sourcing efforts that included heavy alumni networking at Ivy League schools, competitor Private Banks, social media, and diversity networking organizations.

Associate Director - Recruiter

UBS

2007-6 - 2009-5 · 2 yrs

-Recruited new entrants into the wealth management industry for UBS branches across the Pacific, Northwest, and Southwest markets. -Managed the Financial Advisor Associate program that hired an exclusive 100 recent college graduates per year from the top universities across the country.

Recruiter

Kaplan Test Prep

2002-8 - 2007-7 · 5 yrs

-Full-cycle recruiting for senior management level positions through targeted sourcing strategies. -Full-cycle recruiting for recent college graduates through on-campus recruiting programs and building partnerships with local university career centers.