Recruiter-Remote
Recruiter-THIS IS A 1099 ROLE
About Us
We are a boutique executive search firm specializing in the recruitment and placement of Financial
Advisors for a select network of wealth management firms, RIAs, broker-dealers, and family offices. Our
clients trust us to identify, engage, and place top advisor talent who can grow their books of business
and serve high-net-worth clients. As we expand, we are looking for a sharp, driven Recruiting Associate
to help us scale our outreach, candidate pipeline, and brand presence.
Role Overview
The Recruiting Associate plays a pivotal role in supporting the full advisor recruiting lifecycle - from
sourcing and outreach through interview coordination and candidate management. In addition to
recruiting, this role provides hands-on administrative and marketing support to keep our search engine
running smoothly and our brand visible across the financial advisor community. This is a high-impact seat
for someone who wants exposure to executive search, wealth management, and the operational side of a growing firm.
Key Responsibilities
Recruiting & Sourcing
Source Financial Advisor candidates across LinkedIn Recruiter, BrokerCheck/FINRA, AdvisorHub, internal databases, referrals, and targeted research lists.
Conduct initial outreach via phone, email, and LinkedIn InMail to prospective advisors; track response rates and refine messaging.
Pre-screen candidates to assess production levels (AUM, T-12, GDC), client mix, licensing (Series 7, 65/66, CFP , etc.), and motivations for a move.
Maintain the candidate pipeline in our ATS/CRM with detailed notes, statuses, and follow-up tasks for every active and passive candidate.
Coordinate interviews between advisors and client firms, including scheduling, calendar management, and post-interview debriefs.
Support due diligence by gathering compliance disclosures, references, and production documentation as candidates progress.
Administrative Support
Own the founder's recruiting calendar - schedule advisor calls, client check-ins, and travel as needed.
Maintain CRM hygiene across HubSpot (or equivalent) - clean records, log activities, build lists, and run weekly pipeline reports.
Draft and send candidate communications such as outreach sequences, interview confirmations, and follow-up notes.
Prepare client-facing materials including candidate submission packets, search updates, and weekly status reports.
Track key metrics (outreach volume, response rates, submissions, placements) and surface trends to leadership.
Handle general operational tasks - expense tracking, vendor coordination, file organization, and onboarding new tools.
Marketing & Brand
Manage our LinkedIn presence - draft and schedule posts, engage with advisor communities, and grow our follower base.
Support email marketing campaigns to candidates and clients (newsletters, market updates, advisor opportunities).
Produce light marketing collateral - one-pagers, opportunity briefs, and pitch decks - in coordination with leadership.
Help maintain our website by updating job listings, blog posts, and client testimonials.
Identify content opportunities (industry trends, advisor news, regulatory changes) that can fuel
outreach and thought leadership.
Qualifications Required
2-4 years of professional experience in recruiting, sales development, executive search, financial services, or a comparable client-facing role.
Excellent written and verbal communication - you can write a clean outreach email, hold a confident phone conversation, and represent the firm professionally.
Strong organizational skills with a track record of managing multiple priorities and deadlines without dropping the ball.
Comfort with technology - LinkedIn, CRM/ATS systems, Google Workspace or Microsoft 365, and the willingness to learn new tools quickly.
Self-motivated and resourceful - thrives in a remote, fast-paced environment with limited oversight.
High level of discretion when handling confidential candidate and client information.
Preferred
Prior exposure to wealth management, RIAs, broker-dealers, or financial advisor recruiting.
Experience with HubSpot, Bullhorn, Crelate, or similar CRM/ATS platforms.
Working knowledge of LinkedIn Recruiter, Sales Navigator, or other sourcing tools.
Familiarity with FINRA registrations and basic advisor industry terminology (AUM, T-12, GDC, fee-based vs. commission).
Experience with Canva, Mailchimp, or similar marketing tools.
Bachelor's degree or equivalent professional experience.
What You'll Get
Compensation: $60,000-$80,000 base salary, commensurate with experience, plus a performance-based bonus tied to placements.
Fully remote work environment with flexible hours.
Direct mentorship from the founder and exposure to the entire executive search lifecycle.
Career path into senior recruiting, account management, or business development as the firm
grows.
Home-office stipend (details provided during interview process).
Apply tot his job
Apply To this Job
About Us
We are a boutique executive search firm specializing in the recruitment and placement of Financial
Advisors for a select network of wealth management firms, RIAs, broker-dealers, and family offices. Our
clients trust us to identify, engage, and place top advisor talent who can grow their books of business
and serve high-net-worth clients. As we expand, we are looking for a sharp, driven Recruiting Associate
to help us scale our outreach, candidate pipeline, and brand presence.
Role Overview
The Recruiting Associate plays a pivotal role in supporting the full advisor recruiting lifecycle - from
sourcing and outreach through interview coordination and candidate management. In addition to
recruiting, this role provides hands-on administrative and marketing support to keep our search engine
running smoothly and our brand visible across the financial advisor community. This is a high-impact seat
for someone who wants exposure to executive search, wealth management, and the operational side of a growing firm.
Key Responsibilities
Recruiting & Sourcing
Source Financial Advisor candidates across LinkedIn Recruiter, BrokerCheck/FINRA, AdvisorHub, internal databases, referrals, and targeted research lists.
Conduct initial outreach via phone, email, and LinkedIn InMail to prospective advisors; track response rates and refine messaging.
Pre-screen candidates to assess production levels (AUM, T-12, GDC), client mix, licensing (Series 7, 65/66, CFP , etc.), and motivations for a move.
Maintain the candidate pipeline in our ATS/CRM with detailed notes, statuses, and follow-up tasks for every active and passive candidate.
Coordinate interviews between advisors and client firms, including scheduling, calendar management, and post-interview debriefs.
Support due diligence by gathering compliance disclosures, references, and production documentation as candidates progress.
Administrative Support
Own the founder's recruiting calendar - schedule advisor calls, client check-ins, and travel as needed.
Maintain CRM hygiene across HubSpot (or equivalent) - clean records, log activities, build lists, and run weekly pipeline reports.
Draft and send candidate communications such as outreach sequences, interview confirmations, and follow-up notes.
Prepare client-facing materials including candidate submission packets, search updates, and weekly status reports.
Track key metrics (outreach volume, response rates, submissions, placements) and surface trends to leadership.
Handle general operational tasks - expense tracking, vendor coordination, file organization, and onboarding new tools.
Marketing & Brand
Manage our LinkedIn presence - draft and schedule posts, engage with advisor communities, and grow our follower base.
Support email marketing campaigns to candidates and clients (newsletters, market updates, advisor opportunities).
Produce light marketing collateral - one-pagers, opportunity briefs, and pitch decks - in coordination with leadership.
Help maintain our website by updating job listings, blog posts, and client testimonials.
Identify content opportunities (industry trends, advisor news, regulatory changes) that can fuel
outreach and thought leadership.
Qualifications Required
2-4 years of professional experience in recruiting, sales development, executive search, financial services, or a comparable client-facing role.
Excellent written and verbal communication - you can write a clean outreach email, hold a confident phone conversation, and represent the firm professionally.
Strong organizational skills with a track record of managing multiple priorities and deadlines without dropping the ball.
Comfort with technology - LinkedIn, CRM/ATS systems, Google Workspace or Microsoft 365, and the willingness to learn new tools quickly.
Self-motivated and resourceful - thrives in a remote, fast-paced environment with limited oversight.
High level of discretion when handling confidential candidate and client information.
Preferred
Prior exposure to wealth management, RIAs, broker-dealers, or financial advisor recruiting.
Experience with HubSpot, Bullhorn, Crelate, or similar CRM/ATS platforms.
Working knowledge of LinkedIn Recruiter, Sales Navigator, or other sourcing tools.
Familiarity with FINRA registrations and basic advisor industry terminology (AUM, T-12, GDC, fee-based vs. commission).
Experience with Canva, Mailchimp, or similar marketing tools.
Bachelor's degree or equivalent professional experience.
What You'll Get
Compensation: $60,000-$80,000 base salary, commensurate with experience, plus a performance-based bonus tied to placements.
Fully remote work environment with flexible hours.
Direct mentorship from the founder and exposure to the entire executive search lifecycle.
Career path into senior recruiting, account management, or business development as the firm
grows.
Home-office stipend (details provided during interview process).
Apply tot his job
Apply To this Job