Experienced Advisor Recruiting Sourcing Specialist

Ameriprise Financial; Charlotte (NC); On-site; USD 68,000 - 83,000; Full time

Benefits offered by this job

Vacation time

401(k)

Health/dental/life insurance

Job summary

Ameriprise Financial in Charlotte, NC seeks an Experienced Advisor Recruiting Senior Sourcing Specialist to fuel our recruiting pipeline by sourcing qualified advisor leads and engaging with candidates. You will work with Recruiting Directors to build a robust top-of-funnel talent flow.

This client-focused role requires 3-5 years of related experience, strong communication and negotiation skills, and the ability to manage multiple priorities with disciplined data accuracy.

Qualifications

• Bachelor’s degree or equivalent required.
• 3-5 years of relevant professional experience.
• 2-3 years in sales, recruiting, sourcing or related roles.

Responsibilities

• Sourcing qualified advisor leads via outbound calls, email, and campaigns.
• Manage CRM/ESA entries and maintain accurate candidate records across geographies.
• Collaborate with Regional and Divisional Directors to understand territory needs and candidate profiles.
• Provide market insights and tailor outreach to overcome objections and win meetings.

Skills

Communication

Relationship building

Negotiation

Time management

Education

Bachelor’s degree or equivalent

Job description

About Our Company

We’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. Our team of 22,000 people across 19 countries, serves more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses – Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.

Job Description

As an Experienced Advisor Recruiting (EAR) Senior Sourcing Specialist, you will fuel the recruiting pipeline by sourcing qualified leads, connecting with seasoned advisor candidates, and executing targeted territory recruitment strategies. You will lead outbound engagement efforts and collaborate with Regional and Divisional Directors to consistently build and nurture a robust top-of-funnel talent flow.

Key Responsibilities

• Sourcing:Conduct outbound dialing, email/drip campaigns, and targeted outreach to generate qualified advisor leads. Screen candidates, handle objections, and influence interest to secure meetings with Recruiting Directors.
• Pipeline Management:Manage CRM/ESA entries, maintain accurate candidate records, and build a consistent pipeline across multiple platforms and geographies. Proactively engage with the field (RDs, Branch Managers, FVPs, MFREs and DDs) and experienced advisors to ensure sourced candidates are progressing through the pipeline.
• Partnership & Collaboration:Support Regional and Divisional Directors by understanding territory needs, travel rotations, and candidate profiles. Participate in POD discussions by sharing updates, risks, and opportunities.
• Market & Business Insight:Maintain foundational understanding of Ameriprise products, value proposition, and competitive dynamics. Leverage territory and marketplace knowledge to tailor outreach and overcome candidate objections.

Required Qualifications

• Education: Bachelor’s degree or equivalent.
• 3-5 years of relevant professional experience.
• 2-3 years of sales, recruiting, sourcing or related experience.
• Post-secondary education and relevant work experience may be interchanged to meet the combined total years of minimum required qualifications for education and experience.

Preferred Qualifications

• Cold calling experience strongly preferred.
• Financial Services industry experience.
• Excellent communication, relationship-building, influencing, and negotiation skills.
• Ability to manage multiple priorities and maintain disciplined data accuracy.

In-Office Collaboration

We are a client-centric, relationship-based business. Working together, in-person, is foundational to how we achieve results. By fostering a culture of face-to-face collaboration, idea sharing, productivity and personal connection, we deliver for our stakeholders — clients, advisors, employees and shareholders. Our employees work in the office at least four (4) days per week, with flexibility to work from home one (1) day per week. Some roles may require additional in-office time or different in-office expectations, and specific requirements will be discussed during the hiring process.

Visa Sponsorship

Applicants must have a valid work authorization that does not now, or in the future, require visa sponsorship for employment in the United States (e.g., H-1B, F-1 CPT, F-1 OPT, TN).

Base Pay Salary

The estimated base salary for this role is $75,000/year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances.

Full-Time/Part-Time

Full time

Exempt/Non-Exempt

Exempt

Job Family Group

Sales

Line of Business

AAG Ameriprise Advisor Group

Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law.

We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.