Recruiting Advisor – Wealth Management

Responsibilities

• Responsible for proactively sourcing and attracting top talent for financial advisory roles, leveraging a mix of targeted outreach, networking, and cold calling to build strong candidate pipelines.
• Partner closely with business leaders to understand hiring needs, provide market insights, and consult on recruiting strategies that align with business goals.
• Manage the full-cycle recruiting process, delivering a high-quality candidate experience while driving efficient and effective hiring outcomes.
• Lead and execute the entire hiring cycle, including sourcing, interviewing, making offers, etc., for roles of significant complexity across multiple lines of business, business segments or disciplines.
• Record, interpret and distribute standard recruiting data sets in all phases of the recruiting process.
• Identify trends in the data, infer insights to relevant business partners and incorporate workforce data into recruiting strategies.
• Serve as talent acquisition subject matter expert in a larger human resources and business ecosystem, leading cross‑functional meetings/projects as assigned.
• Consult with business partners and candidates on the hiring process.
• Consult hiring managers and business executives on complex talent needs, gaps, and skills.
• Present and negotiate complex offers of employment to selected candidates.

• Proven experience partnering with business leaders to understand hiring needs, provide consultative guidance, and align recruiting strategies with organizational goals.
• Demonstrated ability to develop and execute targeted recruiting strategies, with consistent use of technology such as Microsoft Excel, Copilot, Workday, and Beamery.
• Experience leveraging market insights and data to drive efficient, high-quality hiring outcomes.
• Strong sourcing expertise, including proactive outreach, networking, and high‑volume cold calling to build and maintain robust talent pipelines.
• Prior experience supporting wealth management and financial advisor recruiting required.
• 3+ years of relevant/direct industry experience.
• Bachelor's degree or equivalent experience preferred.

• full-cycle recruiting
• sourcing
• interviewing
• data analysis
• candidate experience
• negotiation
• consultative guidance
• targeted recruiting strategies
• high-volume cold calling
• talent pipeline management

• collaboration
• communication
• consultation
• leadership
• problem-solving
• strategic thinking
• relationship building
• insight interpretation
• adaptability
• organizational skills