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

Created: 2026-03-10