Finance & Banking Recruitment Software for US Financial Services
In US financial services, every hire is a compliance decision. Flowxtra helps banks, FinTechs and investment firms in New York, Chicago and San Francisco run structured, documented, and fully audit-ready hiring processes — aligned with SEC, FINRA, FDIC and OFAC requirements.
Run a fully compliant, audit-ready US financial services hiring process
The SEC, FINRA and FDIC don't just regulate who you hire — they regulate how you hire. Flowxtra gives US financial services firms a documented, timestamped, and fully auditable hiring process for every registered representative, principal and regulated role.
- Collect and track FINRA registration (Series 7, 63, 66, 24), CFA charter and OFAC screening at application
- Structured scorecards for registered roles — every decision documented for SEC and FINRA reviews
- Complete audit trail per candidate — timestamped, stored, and retrievable on demand
Attract top US financial talent with a professional candidate experience
A CFA charterholder considering roles in New York or Boston judges employers by the quality of their application process. A slow, generic apply form signals an outdated institution. Flowxtra gives you a professional, branded career page that US financial professionals actually want to apply through.
- Branded career page that reflects your institution — not a generic job board listing
- Series license and sector filters so candidates self-select to the right role
- Automated status updates keep high-value candidates warm throughout a long FINRA registration process
Structured evaluation for regulated roles — documented and defensible
Hiring decisions in US financial services need to survive scrutiny — from internal compliance, from auditors, and from the SEC, FINRA or FDIC. Flowxtra's structured scorecards ensure every interviewer evaluates against the same criteria, with timestamped records retrievable at any time.
- Role-specific scorecards for investment banking, compliance, and FinTech roles
- All feedback logged — no verbal decisions, no missing notes
- Offer management, OFAC screening evidence and contract documentation in one place
Job filters built for US regulated financial roles — not generic HR software
Generic ATS software doesn't know what FINRA Series 7 registration means. Flowxtra lets your team define exact filters for FINRA registration, professional licenses, and financial sector — so only appropriately qualified candidates enter your pipeline.
- Candidates declare regulatory clearance and professional licenses at application
- Filter by sector (investment banking, FinTech, compliance) before reviewing CVs
- Career page shows financial services filters — qualified candidates find the right role instantly
Everything you need to hire in US Finance & Banking
One ATS built for US financial services firms that need speed and compliance in equal measure.
Regulatory compliance tracking
Track FCA, BaFin, and AMF clearance status at every stage of the pipeline.
Structured scorecards
Documented, defensible interview evaluations for SM&CR and MiFID II roles.
Audit-ready hiring records
Complete timestamped hiring trail — ready for FCA or BaFin review.
Multi-entity management
Hire across investment banking, FinTech, compliance, and asset management.
Pipeline analytics
Track time-to-hire and stage conversion for regulated financial roles.
Candidate experience
Professional career pages that attract top financial talent in competitive markets.
Ready to hire smarter in US Finance & Banking?
Join US financial services firms hiring compliant professionals faster with Flowxtra — aligned with SEC, FINRA, FDIC and OFAC requirements.
Questions from US financial services recruiters
Flowxtra is purpose-built for US financial services companies in New York, Chicago, San Francisco and Boston. It supports SEC, FINRA, FDIC and OFAC requirements, integrates with eFinancialCareers, LinkedIn US and Indeed US, and is fully EEOC compliant with CCPA data handling for California residents. Investment banks, FinTech companies and asset managers are typically live in under an hour.
Flowxtra supports FINRA registration requirements by allowing you to collect and record license status (Series 7, 63, 66, 24, 79), CFA/CPA/CFP qualifications, and U4 disclosure questions at the application stage. Every hiring decision is documented with structured scorecards, timestamped, and auditable — giving you a complete record if FINRA or the SEC ever asks about your hiring process for a registered representative or principal.
Flowxtra collects and tracks regulatory status via structured custom fields at the application stage — candidates self-declare FINRA Series licenses, CFA charter, CPA license and disclosure history. Your team can then run OFAC screening and verify credentials before advancing candidates to interview. Full audit trails of who verified what and when are stored for SEC, FINRA and FDIC compliance purposes.
Yes. Flowxtra is fully CCPA-compliant for California residents and follows EEOC guidance for hiring data. Voluntary self-identification is collected separately from hiring decision data for EEO-1 and OFCCP reporting. Consumer rights requests (Right to Know, Right to Delete) are processed automatically. ADA accessibility (WCAG 2.1 AA) is built into every career page. Data retention is configurable to meet SEC and FINRA record-keeping requirements (typically 3 years for candidate records).
New York-based banks and FinTechs using Flowxtra post to eFinancialCareers, LinkedIn US, Indeed US and ZipRecruiter simultaneously, filter by FINRA registration and professional license (CFA, CPA, FRM, Series 7/63/66), and use structured interview scorecards to document every hiring decision. US financial services companies typically reduce time-to-hire from 12+ weeks to under six weeks for registered roles.
Yes. Flowxtra's structured scorecard feature lets you define evaluation criteria per role type — including competency-based questions, regulatory knowledge assessments, and fitness checks for registered representative and principal roles under FINRA Rule 3110. Every interviewer scores against the same criteria, and the scores are timestamped and stored as part of the permanent candidate record — fully defensible in a SEC or FINRA examination.