Director of Advisor Recruiting

Affiliated Advisors; Saint Louis Park (MN); On-site; USD 140,000 - 240,000; Full time

Job summary

Affiliated Advisors in St. Louis Park, Minnesota seeks a Director of Advisor Recruiting to lead growth by attracting experienced financial advisors and teams with a strong fit. You will own the recruiting engine, manage pipeline, CRM discipline, and partner engagement to scale advisor growth.

Main responsibilities include developing targeted prospect lists, coordinating with Marketing and Compliance, and ensuring timely follow-up, handoffs, and measurable results across the firm.

Qualifications

• 7+ years of advisor recruiting or related financial-services experience.
• Experience in wealth management or broker-dealers is preferred.
• Strong CRM, pipeline-management, reporting, and follow-up discipline.

Responsibilities

• Develop and execute advisor-recruiting strategy and outreach plans.
• Build and maintain an active recruiting pipeline of prospective advisors and teams.
• Create targeted prospect lists and generate opportunities through referrals, events, and outreach.
• Conduct discovery conversations to understand a prospect’s business goals and needs.
• Communicate Affiliated’s value proposition, including support, technology, and resources.
• Guide candidates through commitment, due diligence, and onboarding handoffs.
• Maintain disciplined follow-up and accurate pipeline reporting for leadership visibility.
• Identify relationships with succession, enterprise partnerships, or potential M&A opportunities.
• Partner with Marketing to turn events and content into recruiting touchpoints.

Skills

Advisor recruiting

Business development

Relationship management

CRM & forecasting

Pipeline management

Executive presence

Financial services

Sales cycles

Education

Bachelor's degree

FINRA licenses S7, 66

Tools

Salesforce CRM

MS Office

Job description

Affiliated Advisors | St. Louis Park, Minnesota

Role Purpose

Drive Affiliated Advisors’ growth by recruiting experienced financial advisors and advisory teams who are a strong cultural, compliance, and economic fit—and by building the disciplined process that consistently identifies, advances, and converts those opportunities.

The Director of Advisor Recruiting will own the day-to-day recruiting engine: proactive outreach, relationship development, pipeline management, CRM discipline, reporting, and follow-through. This role will also source and cultivate succession, enterprise-partnership, and strategic M&A opportunities.

Position Summary

Affiliated Advisors helps independent financial advisors build the practices of their dreams. We are seeking a process-driven, relationship-focused Director of Advisor Recruiting to lead a more intentional, visible, and scalable approach to advisor growth.

This is a senior business-development role for someone who can build trusted relationships with experienced advisors while also creating the operating system behind growth. The successful candidate will develop targeted prospect lists, establish a consistent outreach cadence, maintain a continuously active pipeline, and ensure that every qualified opportunity has clear next steps, timely follow-up, and appropriate partner engagement.

The Director of Advisor Recruiting is the single accountable owner of the recruiting process, pipeline, and day-to-day opportunity momentum. Managing Partners will remain involved in pivotal relationships, cultural and economic evaluation, significant deal terms, and final decisions. The Director of Advisor Recruiting will ensure those moments are well prepared and that the overall recruiting process does not depend on any individual partner to drive daily momentum.

Core Responsibilities

• Develop and execute Affiliated’s advisor-recruiting strategy, including target markets, ideal advisor and team profiles, outreach plans, activity expectations, and conversion goals.
• Build and maintain a continuously active recruiting pipeline of prospective advisors and advisory teams.
• Create targeted prospect lists and generate opportunities through referrals, centers of influence, industry events, marketing campaigns, recruiter relationships, and proactive outbound outreach.
• Conduct discovery conversations to understand a prospect’s business, growth goals, team structure, succession considerations, pain points, and reasons for considering a move.
• Clearly communicate Affiliated’s differentiated value proposition, including operational and compliance support, technology, staff development, practice-growth resources, community, and events.
• Guide qualified candidates from initial contact through commitment, coordinating partner meetings, transition economics, compliance review, due diligence, and handoff to onboarding resources.
• Build and drive a defined recruiting process, including CRM standards, opportunity stages, outreach cadence, follow-up expectations, meeting preparation, forecasting, and reporting.
• Maintain disciplined follow-up and accurate pipeline reporting so leadership has visibility into activity, opportunity quality, stage progression, projected revenue, and barriers to progress.
• Identify and cultivate relationships with advisors and firms considering succession, partial liquidity, enterprise partnerships, or potential future M&A transactions.
• Develop relationships with wholesalers, consultants, custodians, recruiters, and other referral partners who can surface strategic opportunities.
• Prepare Managing Partners for high-value conversations with clear opportunity background, strategic rationale, economics, risks, and recommended next steps.
• Partner with Marketing to turn Affiliated’s events, thought leadership, advisor stories, podcast, and community into effective recruiting touchpoints.
• Work closely with Operations, Compliance, Technology, and transition resources to ensure an orderly handoff once an advisor commits to Affiliated.

Measures of Success

• A healthy, continuously active pipeline of qualified advisor, succession, and strategic opportunities
• Consistent outbound activity, new qualified conversations, and disciplined relationship follow-up
• Clear CRM records, opportunity stages, next actions, and reliable pipeline forecasting
• Strong conversion from qualified prospect to signed advisor or team
• Quality of recruited advisors, including cultural fit, retention potential, profitability, and long-term strategic alignment
• Increased confidence that recruiting is proactive, organized, visible, and no longer dependent on partner follow-up
• A defined recruiting process that is consistently used across the firm
• A clearly established first-year recruiting operating rhythm, including regular pipeline reviews, reliable CRM and forecast reporting, consistent proactive outreach, and defined partner-engagement points

Key Qualifications

• 7+ years of advisor recruiting, business development, sales, practice management, relationship management, or relevant financial-services experience
• Demonstrated success creating opportunities through proactive outreach and long-term relationship development
• Experience within wealth management, independent financial advisors, RIAs, broker-dealers, OSJs, aggregators, or advisor-support organizations strongly preferred
• Credibility and executive presence with experienced advisors, business owners, and referral partners
• Experience managing complex, consultative sales cycles with multiple stakeholders and long decision timelines
• Strong CRM, pipeline-management, reporting, and follow-up discipline
• Excellent written, verbal, presentation, and relationship-management skills
• Highly organized, self-directed, persistent, and accountable to measurable activity and outcomes
• Bachelor’s degree required, advanced degrees encouraged; relevant financial-services credentials to include FINRA licenses at a minimum S7, 66