Job Description

Job Description

Job Description

The Senior Recruiter plays a critical role in executing recruitment strategies that drive the growth and success of a rapidly expanding financial services organization and its affiliated broker-dealer partner. This individual is responsible for identifying, engaging, and attracting top financial advisor talent while effectively communicating the firm's unique value proposition within the wealth management and advisory space.

Reporting to the Senior Manager of Business Development, the Senior Recruiter serves as a key liaison between the firm, its broker-dealer partner, and prospective candidates. Leveraging deep industry expertise, this individual will build relationships, guide candidates through the recruitment lifecycle, and ensure a high-quality candidate experience. The role also involves collaborating across departments to support broader business development initiatives and maintaining a proactive recruiting pipeline.

Duties and Responsibilities:

• Develop and manage a strong pipeline of prospective financial advisors.
• Conduct outreach via calls, campaigns, and responses to inbound leads.
• Launch and lead outreach strategies aligned with current industry trends to attract new advisor candidates.
• Consistently meet outbound activity benchmarks and maintain regular follow-ups with leads.
• Conduct virtual meetings to understand advisor business models and determine strategic alignment.
• Manage LinkedIn recruiting activities and oversee job postings.
• Design and execute targeted email campaigns using tools such as Constant Contact.
• Schedule and coordinate meetings between external recruiters and prospective advisors.
• Partner with internal consultants to match advisors with appropriate business opportunities.
• Drive improved conversion rates through best practice sharing and one-on-one coaching.
• Collaborate with leadership to evaluate candidate potential and book of business quality.
• Clearly present the advantages of affiliating with the firm and its broker-dealer partner, including business models, policies, and platform capabilities.
• Coordinate and manage due diligence visits to the firm’s home office.
• Attend in-person meetings to support advisors and respond to any questions or concerns.
• Support post-interview evaluations and decision-making around next steps.
• Take ownership of designated advisor segments, managing the process from initial contact through final affiliation.
• Facilitate onboarding for new advisors, including setup, resource allocation, and transition support.

• Bachelor’s degree in Business Administration or a related field preferred.

• Minimum of 3 years of recruiting or sales experience, ideally within the financial services or wealth management industry.

• Excellent verbal and written communication skills, with the ability to connect across all levels.

• Demonstrated commitment to high standards of customer service, timeliness, and quality.

• Professional, dependable, and discreet; able to handle confidential information with care.

• Proven ability to resolve issues, problem-solve, and remain positive under pressure.

• Proficiency with Microsoft Office Suite, and other technology including LinkedIn, Quickbase, and Smartsheet.

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