Recruiter

TSR Consulting, Inc.; Jacksonville (FL); On-site; USD 90,000 - 130,000; Full time

Job summary

TSR Consulting, Inc. is seeking an experienced Wealth Recruiter/Head Hunter to identify, engage, and recruit top financial professionals within the wealth management industry.

The ideal candidate will have a strong network of Financial Advisors, Private Bankers, Wealth Managers, Investment Advisors, Portfolio Managers, and related professionals. The role requires a proactive sourcing approach, relationship-building skills, and the ability to attract high-caliber talent for leading financial

Qualifications

• 3+ years recruiting experience in wealth management or financial services.
• Proven success recruiting Financial Advisors, Wealth Managers, Private Bankers, Investment Advisors, or related professionals.
• Strong sourcing via LinkedIn Recruiter, networks, referrals.

Responsibilities

• Source, identify, and recruit Wealth Management professionals through LinkedIn, industry networks, referrals, and direct outreach.
• Build and maintain a pipeline of Financial Advisors, Wealth Advisors, Investment Consultants, Private Wealth Bankers, and Portfolio Managers.
• Conduct candidate screening interviews to evaluate experience, production levels, assets under management (AUM), client portfolios, and career goals.
• Partner with hiring managers and leadership teams to understand hiring needs and market conditions.
• Develop targeted recruiting strategies for confidential and executive-level searches.
• Present qualified candidates and manage the recruitment process from initial contact through offer acceptance.
• Negotiate compensation packages, transition packages, and employment terms.
• Maintain accurate candidate records within ATS and CRM systems.
• Stay informed on wealth management industry trends, compliance considerations, and competitor hiring activity.
• Build long-term relationships with passive candidates and industry professionals.

Skills

Executive Search

Talent Acquisition

Headhunting

Wealth Management Recruitment

Candidate Screening

Market Mapping

Relationship Management

Negotiation & Closing

Tools

LinkedIn Recruiter

ATS/CRM

Job Boards

Job description

TSR is a trusted staffing and workforce solutions partner with more than 50 years of experience delivery highly qualified talent to support clients' most critical business and technology initiatives. Through a disciplined approach to sourcing, candidate vetting, and delivery, TSR helps organizations scale teams quickly while maintaining quality and reliability. TSR operates with a global delivery model, leveraging specialized teams to support enterprise clients across North America and beyond.

Position Overview

We are seeking an experienced Wealth Recruiter / Headhunter to identify, engage, and recruit top-performing financial professionals within the wealth management industry. The ideal candidate will have a strong network of Financial Advisors, Private Bankers, Wealth Managers, Investment Advisors, Portfolio Managers, and related professionals. This role requires a proactive sourcing approach, relationship-building skills, and the ability to attract high-caliber talent for leading financial institutions and advisory firms.

Key Responsibilities

• Source, identify, and recruit Wealth Management professionals through LinkedIn, industry networks, referrals, and direct outreach.
• Build and maintain a pipeline of Financial Advisors, Wealth Advisors, Investment Consultants, Private Wealth Bankers, and Portfolio Managers.
• Conduct candidate screening interviews to evaluate experience, production levels, assets under management (AUM), client portfolios, and career goals.
• Partner with hiring managers and leadership teams to understand hiring needs and market conditions.
• Develop targeted recruiting strategies for confidential and executive-level searches.
• Present qualified candidates and manage the recruitment process from initial contact through offer acceptance.
• Negotiate compensation packages, transition packages, and employment terms.
• Maintain accurate candidate records within ATS and CRM systems.
• Stay informed on wealth management industry trends, compliance considerations, and competitor hiring activity.
• Build long-term relationships with passive candidates and industry professionals.

Required Qualifications

• 3+ years of recruiting experience, preferably within Wealth Management, Financial Services, Banking, or Executive Search.
• Proven success recruiting Financial Advisors, Wealth Managers, Private Bankers, Investment Advisors, or related professionals.
• Strong sourcing expertise using LinkedIn Recruiter, job boards, referrals, and networking strategies.
• Excellent communication, relationship-building, and negotiation skills.
• Ability to manage multiple searches simultaneously in a fast-paced environment.
• Experience utilizing ATS and CRM platforms.

Preferred Qualifications

• Background in Executive Search, Financial Services recruiting, or Wealth Management.
• Understanding of FINRA registrations, securities licenses (Series 7, 63, 65, 66), and wealth management business models.
• Established network within the Wealth Management and Private Banking industry.

Key Skills

• Executive Search
• Talent Acquisition
• Headhunting
• Wealth Management Recruitment
• Candidate Screening
• Market Mapping
• Relationship Management
• Negotiation & Closing
• ATS/CRM Management

Performance Metrics

• Number of qualified candidates submitted
• Interview-to-offer ratio
• Offer acceptance rate
• Time-to-fill
• Candidate quality and retention

This role is ideal for a recruiter who excels at headhunting high-producing Financial Advisors and Wealth Management professionals and enjoys building strategic talent pipelines within the financial services industry.

In June 2024, TSR was acquired by Justin Christian, founder and CEO of BCforward, a global provider of professional services and workforce solutions. This partnership expands TSR's ability to deliver broader capabilities, global delivery resources, and enhanced opportunities for both clients and consultants.