Talent Acquisition Coordinator
Center for Wealth Preservation
CENTER FOR WEALTH PRESERVATION, LLC
Woodbury, NY, Hauppauge, NY, on-site
At Center for Wealth Preservation, we believe everyone deserves to feel confident about their financial future. Our work helps individuals, families, businesses, and communities make informed financial decisions, preserve and grow their wealth, and prepare for the future with greater confidence and security.
We are seeking a highly organized, proactive, and people-oriented Talent Acquisition Coordinator who is passionate about talent acquisition and creates an exceptional candidate experience. The ideal candidate is detail-oriented, thrives in a fast-paced environment, and can confidently manage multiple priorities from candidate sourcing and interview coordination to recruiting events, onboarding, and day-to-day administrative support. We're looking for someone with strong communication and relationship-building skills who takes initiative, follows through, and enjoys collaborating with others.
RESPONSIBILITIES
• Source and recruit candidates for entry-level Financial Advisors (IXP), career changers, experienced Financial Advisors (EXP), and corporate staff positions based on organizational hiring needs.
• Coordinate and execute Welcome Week, ensuring a professional and seamless onboarding experience for new hires.
• Manage interview scheduling and calendar coordination for the Director of Talent Acquisition and Senior Talent Acquisition Specialist, ensuring qualified candidates move efficiently through the interview process.
• Maintain accurate and up-to-date candidate records in the FirmOS Applicant Tracking System (ATS), tracking candidate activity and progress throughout the recruitment lifecycle.
• Coordinate and maintain the recruiting events calendar, including networking events, college career fairs, job fairs, and other talent acquisition initiatives.
• Manage candidate communications, interview logistics, and recruitment administration to provide organized and exceptional candidate experience.
• Support ongoing recruiting initiatives, sourcing strategies, and talent pipeline development to help meet organizational hiring goals.
• Prepare recruiting reports and provide updates on candidate pipelines, sourcing activity, and hiring metrics as needed.
• Collaborate with internal stakeholders to ensure an efficient, organized, and consistent recruitment process from initial sourcing through onboarding.
• Coordinate weekly or bi-weekly Development & Marketing meetings, including scheduling, communications, and logistical support.
QUALIFICATIONS
• Bachelor's degree in Human Resources, Business Administration, Communications, or a related field preferred.
• 1-3 years of experience in recruiting, talent acquisition, human resources, or administrative support preferred.
• Strong organizational and time-management skills with the ability to manage multiple priorities in a fast-paced environment.
• Excellent verbal and written communication skills with a professional, polished, and service-oriented approach.
• Experience coordinating interviews, managing calendars, and communicating with candidates and internal stakeholders.
• Familiarity with Applicant Tracking Systems (ATS), CRM platforms, LinkedIn Recruiter, and other recruiting technology preferred.
• Proficiency in Microsoft Office Suite, including Outlook, Word, Excel, and PowerPoint.
• Ability to maintain confidentiality and exercise sound judgement when handling sensitive candidate and employee information.
• Strong attention to detail, follow-through, and accountability, with the ability to work independently while contributing effectively to a team.
• Positive, proactive, and professional attitude with a genuine interest in creating exceptional candidate experience.
• Experience coordinating recruiting events, career fairs, campus recruiting, or networking events is a plus.
• Demonstrated interest in talent acquisition, recruiting, and professional development, with a desire to grow a career within Human Resources or Talent Acquisition.
OUR CULTURE
At Center for Wealth Preservation, we believe people are at the heart of our success. We foster a collaborative, professional, and supportive environment where team members are encouraged to take initiative, build meaningful relationships, and continue developing their skills. We value accountability, communication, teamwork, and a commitment to doing things the right way. For someone looking to grow their career in Talent Acquisition or Human Resources, this role offers the opportunity to make a meaningful impact while learning and growing alongside an experienced team.
FEATURED BENEFITS
• Medical, Dental, Vision Insurance
• 401(k) Retirement Plan
• Paid Time Off (PTO)
• Paid Holidays
• Annual Remote Workdays
• Rotating Remote Fridays
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