Specialist Recruiter (Wealth Management Recruiting/Sourcing)

Position Summary

The Specialist Recruiter (Wealth Management Recruiting/Sourcing) is responsible for proactively identifying, engaging, and qualifying passive candidates for hard-to-fill roles within the wealth management sector. This role focuses heavily on recruiting FINRA-licensed Financial Advisors and supporting Private Client Wealth recruiting efforts across multiple territories. The Specialist Recruiter (Wealth Management Recruiting/Sourcing) will partner closely with assigned recruiters to manage pipelines, territories, and candidate flow while executing high-volume outbound sourcing strategies.

Key Responsibilities

• Prospect and identify passive candidates within the wealth management industry
• Source talent for roles including Private Client Financial Advisors and related wealth positions
• Engage candidates via outbound messaging, phone outreach, and sourcing platforms
• Assess candidate qualifications, licensing, territory alignment, and interest level
• Present qualified candidates to assigned recruiting partners for interview consideration
• Maintain close collaboration with recruiters to support territory rotations and multiple requisitions
• Support approximately 20 open positions across New England, Mid-Atlantic, Ohio, and Michigan
• Maintain organized tracking of candidate pipelines and sourcing activity within the ATS
• Execute sourcing plans tailored to specific client groups and territories
• Maintain consistent, high-volume outbound activity while meeting performance expectations

Required Skills & Experience

• Minimum of 5 years of recruiting or sourcing experience
• Proven experience recruiting FINRA-licensed Financial Advisors
• Demonstrated success sourcing passive candidates for difficult-to-fill roles
• Strong understanding of the wealth management sector, including key competitors and licensing requirements
• Familiarity with competitor licenses and geographic territories
• High-volume sourcing experience with strong persistence and resilience
• Relentless “hunter” mentality with a proactive, results-driven approach
• Ability to manage and prioritize multiple searches simultaneously
• Strong candidate engagement and relationship-building skills
• Excellent customer service and professional communication skills
• Ability to organize, manage, and track candidate flow effectively

Tools & Technology

• LinkedIn Recruiter (Recruiter seat provided)
• SeekOut
• Broker Hunt
• Data Discovery tools
• Internet and Chrome-based sourcing extensions
• Oracle Applicant Tracking System (ATS)
• Microsoft Office (Word, Excel, Outlook)

Education & Certifications

• Bachelor’s Degree or at least 5 years of equivalent professional work experience
• CIR and CDR certifications preferred

Additional Information

• Role supports two assigned recruiters
• Focus on outbound sourcing and talent mapping
• Fully remote role with EST alignment preferred