Financial Services Recruiter / Consultant

Golden Consulting

Charlotte, NC

Business Consultant / Recruiter – Financial Services (1099)

Company: Golden Consulting

Location: Remote (U.S.)

Type: Independent contractor (1099), commission-based

About Golden Consulting

Golden Consulting is a recruiting and consulting firm that connects wealth management firms with experienced financial advisors. Beyond advisors with transferable books, we also place associate advisors, client service and client associates, and advisors with non-transferable books.

The opportunity

We're looking for an independent recruiter to build and run a financial advisor recruiting desk. You'll identify established advisors who are considering a move, advise them on their options, and place them with our client firms. You run your own desk and schedule, and we provide the client relationships, tools and back-office support.

What you'll do

Source and engage established financial advisors through LinkedIn, BrokerCheck, referrals and direct outreach
Qualify advisors on book size, revenue, client mix, licensing and what they want in their next firm
Present advisors to client firms and manage the process from first conversation through offer and transition
Build long-term relationships with advisors who may move in the future

What we're looking for

Experience recruiting financial advisors, or a background in wealth management as an advisor, wholesaler, or business development or branch leader
Working knowledge of the wirehouse, independent broker-dealer and RIA channels
Comfort with outbound calling and long sales cycles
A self-directed way of working and a strong sense of confidentiality
An existing advisor network is a plus

Compensation

Commission only: 40% of the placement fee collected on every placement you make
No cap on earnings
Commissions are paid when Golden Consulting collects the fee from the client

What we provide

Active searches with client firms
Tools: LinkedIn Recruiter Lite, Signal Hire, Claude
Contracts, invoicing and collections handled for you

To apply

Send your resume or LinkedIn profile and a short note on your advisor recruiting or financial services experience to View email address on click.appcast.io

Apply

Vacancy posted 1 day ago

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