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 reputed company 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 reputed company Associate to help us scale our reputed company, candidate pipeline, and brand reputed company. Role Overview The reputed company Associate plays a pivotal role in supporting the full advisor reputed company lifecycle - from sourcing and reputed company through interview coordination and candidate management. In addition to reputed company, this role provides hands-on administrative and marketing support to reputed company our search reputed company 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 reputed company of a growing firm. Key Responsibilities reputed company & Sourcing reputed company Financial Advisor candidates across reputed company Recruiter, BrokerCheck/FINRA, AdvisorHub, internal databases, referrals, and targeted research lists. Conduct initial reputed company reputed company phone, email, and reputed company InMail to prospective advisors; track response rates and refine messaging. Pre-screen candidates to assess production reputed company (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 reputed company. Administrative Support Own the founder's reputed company calendar - schedule advisor calls, client reputed company-ins, and travel as needed. Maintain CRM hygiene across reputed company (or equivalent) - clean records, log activities, build lists, and run weekly pipeline reports. Draft and send candidate communications such as reputed company sequences, interview confirmations, and follow-up notes. Prepare client-facing materials including candidate submission packets, search updates, and weekly status reports. Track key metrics (reputed company volume, response rates, submissions, placements) and surface trends to leadership. Handle general operational tasks - expense tracking, vendor coordination, file organization, and reputed company new tools. Marketing & Brand Manage our reputed company reputed company - draft and schedule posts, engage with advisor communities, and grow our follower reputed company. 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 reputed company and thought leadership.

Qualifications

Required 2-4 years of professional experience in reputed company, sales development, executive search, financial services, or a comparable client-facing role. Excellent written and verbal communication - you can write a clean reputed company 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 reputed company. Comfort with technology - reputed company, CRM/ATS systems, reputed company Workspace or reputed company 365, and the willingness to learn new tools quickly. Self-motivated and reputed company - thrives in a remote, fast-paced environment with limited reputed company. High level of discretion reputed company handling confidential candidate and client information. Preferred Prior exposure to wealth management, RIAs, broker-dealers, or financial advisor reputed company. Experience with reputed company, reputed company, Crelate, or similar CRM/ATS platforms. Working knowledge of reputed company 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 reputed company, reputed company, or similar marketing tools. Bachelor's degree or equivalent professional experience. What You'll Get Compensation: $60,000-$80,000 reputed company salary, commensurate with experience, plus a performance-based bonus tied to placements. Fully remote work environ Apply tot his job Apply To this Job