Wealth Management Recruiting Sourcer

JOB DESCRIPTION

Wealth Management Recruiting Sourcer

Location: Remote

Duration: 6 Months

Pay Rate: $40.27/hr (W2)

Time Zone Preference: EST

Hours: 40 hours/week

Work Schedule: Monday - Friday | 8:00 AM - 5:00 PM EST

TS: Oracle



Role Overview
We are seeking an experienced Wealth Management Recruiting Sourcer with a strong background in recruiting Client-licensed Financial Advisors . This role will focus on passive candidate sourcing across the Wealth Management sector and will support multiple recruiters managing high-priority territories.
The ideal candidate will bring a true hunter mentality , deep industry knowledge, and experience sourcing for hard-to-fill financial advisory roles.



Sector Focus

• Wealth Management
• Broker-Dealer
• Private Banking
• Wealth Credit Lending
• Product & Distribution

Key Responsibilities

• Identify, research, and engage passive candidates within the Wealth Management industry
• Source Client-licensed Financial Advisors and related roles
• ssess candidate interest, qualifications, licensing, and territory alignment
• Partner closely with assigned recruiters to coordinate interviews and manage pipelines
• Maintain consistent territory coverage across multiple open requisitions
• Track and manage candidate activity within the ATS
• Support recruiting efforts across New England, Mid-Atlantic, Ohio, and Michigan regions

Required Skills & Experience

• 5+ years of recruiting or sourcing experience
• Proven experience sourcing Client-licensed Financial Advisors
• Demonstrated success in passive candidate recruitment for hard-to-fill roles
• Strong outbound sourcing capability (phone, LinkedIn, email, sourcing tools)
• High level of persistence, resourcefulness, and resilience
• Deep understanding of wealth management competitors, licenses, and territories
• Strong organizational skills and ability to manage high-volume candidate pipelines
• Excellent communication and customer service skills
• Relentless "hunter" mindset with strong networking ability

Tools & Technologies

• LinkedIn Recruiter (seat provided)
• SeekOut
• Broker Hunt
• Data Discovery
• Internet sourcing tools, Chrome extensions, social media, Google
• Oracle ATS
• MS Office (Word, Excel, Outlook)

Education & Certifications

• Bachelor's Degree OR minimum 5 years of equivalent professional experience
• CIR and CDR certifications preferred