Financial Advisor Recruiter New York, NY

Kingswoodsolutions; New York (NY); Híbrido; USD 90.000 - 130.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Competitive salary

Benefits package

NYC office

Descripción de la vacante

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

Formación

• 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

Responsabilidades

• 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.

Conocimientos

Recruiting

Networking

Communication

Relationship building

Finance knowledge

Educación

Bachelor’s degree in business, finance, HR

Descripción del empleo

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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