Recruiting Specialist - Wealth Management

About the Company

Our client is one of the largest and fastest-growing independent wealth management firms in the country. A national RIA, the firm continues to expand its footprint by attracting experienced financial advisors and teams who want more independence and a stronger platform to serve their clients. They are adding a senior recruiter to help drive that growth.

The Role

The Senior Advisor Recruiting Specialist will own the full advisor recruiting cycle, from sourcing and relationship building through transition and onboarding. The focus is experienced advisors and teams at wirehouses, banks, and other RIAs. This is a highly visible role that partners closely with firm leadership and marketing.

Key Responsibilities

• Build and maintain a strong pipeline of qualified financial advisors and teams
• Source through networking, referrals, industry events, and digital platforms
• Develop trusted relationships with prospective advisors, understanding their business needs and career goals
• Guide advisors through the recruiting and transition process as a trusted resource
• Partner with leadership and cross-functional teams on vetting and onboarding
• Collaborate with marketing on recruiting campaigns and materials
• Track recruiting metrics, report on results, and refine strategy based on data and feedback

Qualifications

• 7+ years of recruiting experience in a corporate or agency setting, focused on financial services
• Proven success sourcing and developing advisor pipelines through multiple channels
• Understanding of employment laws related to recruiting and selection
• Strong networking, interpersonal, and communication skills
• Ability to manage multiple searches and deadlines in a fast-paced environment
• Highly proficient with applicant tracking systems and MS Office

Preferred

• Advisor recruiting or business development experience at a bank or wirehouse
• Familiarity with RIA and independent channel economics
• Workday experience
• Bachelor’s degree

Compensation : $125,000–$200,000 base salary plus bonus, depending on experience

For additional information contact