Financial Advisor Recruiter

Kingswood Group; New York (NY); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Competitive salary

Benefits package

On-site in NYC office

Job summary

Kingswood U.S. is actively seeking a Financial Advisor Recruiter to source, attract, and onboard independent RIAs. The role requires strong networking skills, industry knowledge, and a passion for connecting financial professionals with growth opportunities.

You will lead recruiting initiatives, coordinate onboarding, and represent the firm at events in a fast-paced environment. Join a growing financial services firm with a NYC office, competitive compensation, and collaborative culture.

Qualifications

• 5+ years of experience in recruitment, preferably financial services.
• Strong communication, negotiation, and relationship-building abilities.
• Knowledge of the independent RIAbusiness model and licensing (Series 7/65/66).
• Ability to work independently and with teams in a fast-paced environment.

Responsibilities

• Develop and execute a strategic recruitment plan to expand the advisor team.
• Identify, engage, and attract experienced advisors through networking and outreach.
• Conduct interviews and evaluate candidates for qualifications and cultural fit.
• Partner with leadership to define recruitment goals and hiring targets.
• Maintain relationships with firms to ensure a robust pipeline.
• Coordinate onboarding for a seamless transition of new advisors.
• Stay updated on industry trends, competitors, and regulatory requirements.
• Represent the firm at industry events, conferences, and networking opportunities.

Skills

Recruitment in financial services

Communication skills

Negotiation

Relationship-building

RIAs licensing & industry knowledge

Independent & collaborative work

Education

Bachelor’s degree in business/finance/HR

Job description

Kingswood U.S. is a leading financial services firm dedicated to providing best-in-class solutions to help financial advisors achieve their & their clients' goals. As we expand our network of independent Registered Investment Advisors (RIAs), we are seeking a dynamic recruiter to drive talent acquisition and growth.

We are looking for a motivated Financial Advisor Recruiter to source, attract, and onboard top-tier independent RIAs. The recruiter will be responsible for developing and executing recruiting strategies to bring experienced advisors and high-potential talent into the firm. This role requires strong networking skills, industry knowledge, and a passion for building relationships with financial professionals.

Key Responsibilities

Successful candidates will have the ability to:

• 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 advisros
• Stay updated on industry trends, competitor hiring practices, and regulatory requirements.
• Represent the firm at industry events, conferences and networking opportunities.

Qualifications &Skills

• 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

Why Join Kingswood U.S.?

• Be part of a dynamic and growing financial services firm.
• Competitive salary and benefits package.
• Collaborative work environment in our NYC office.

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