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Kingswoodsolutions

New York (NY)

Hybrid

USD 90,000 - 130,000

Full time

7 days ago
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Benefits offered by this job

Competitive salary
Benefits package
NYC office

Job summary

Kingswood U.S. seeks a dynamic Financial Advisor Recruiter to source, attract, and onboard independent RIAs, building a scalable advisor network aligned with the firm’s goals.

The role requires strong networking, industry knowledge, and end-to-end recruitment from outreach to onboarding, while representing the firm at events and conferences. Based in New York City, the position offers a competitive salary, comprehensive benefits, and opportunities for growth within a growing financial services

Qualifications

  • 5+ years of experience in recruitment, preferably within financial services, wealth management, or related industries.
  • Bachelor’s degree in business, finance, human resources, or a related field.
  • 3+ years of experience in recruiting, preferably within financial services or wealth management.
  • Proven track record of successfully recruiting financial advisors or professionals in sales-driven roles.
  • Strong communication, negotiation, and relationship-building skills
  • Knowledge of the independent RIAbusiness model, industry trends, licensing requirements (e.g. Series 7, 65, 66), and regulatory landscape
  • Ability to work independently and collaboratively in a fast-paced environment

Responsibilities

  • Develop and execute a strategic recruitment plan to expand our financial advisor team.
  • Identify, engage, and attract experienced financial advisors through networking, referrals, and targeted outreach.
  • Conduct interviews and evaluate candidates based on qualifications, cultural fit, and alignment with firm values.
  • Partner with leadership to define recruitment goals and hiring targets.
  • Maintain strong relationships with potential firms, ensuring a robust pipeline.
  • Coordinate and manage the onboarding process to ensure a seamless transition for new advisors.
  • Stay updated on industry trends, competitor hiring practices, and regulatory requirements.
  • Represent the firm at industry events, conferences and networking opportunities.

Skills

Recruiting
Networking
Communication
Relationship building
Finance knowledge

Education

Bachelor’s degree in business, finance, HR

Job description

Kingswood U.S. seeks a dynamic Financial Advisor Recruiter to source, attract, and onboard independent RIAs, building a scalable advisor network aligned with the firm’s goals.

The role requires strong networking, industry knowledge, and end-to-end recruitment from outreach to onboarding, while representing the firm at events and conferences. Based in New York City, the position offers a competitive salary, comprehensive benefits, and opportunities for growth within a growing financial services

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