Recruiter, Wealth Management/Financial Advisors

HEITMEYER CONSULTING INC; Mount Laurel Township (NJ); Remote; USD 65,000 - 85,000; Full time

Job summary

HEITMEYER CONSULTING INC is expanding its Wealth Management practice and seeking an experienced Sourcer to proactively build a pipeline of Financial Advisor talent. The role emphasizes candidate engagement, passive sourcing, and relationship-building to support growth through 2030.

Remote work is allowed for East Coast residents. The ideal candidate excels in high-volume outreach, has a track record in financial services recruiting, and can collaborate with multiple recruiters across regions to

Qualifications

• 3+ years of sourcing experience (may be gained within a full-cycle recruiting role).
• Experience sourcing or recruiting Financial Advisors, Wealth Management, or related financial services talent.
• Strong candidate engagement, networking, and pipeline-building skills.
• Experience using LinkedIn Recruiter and other sourcing tools.
• Self-motivated, resilient, and comfortable with high-volume outreach and frequent rejection.
• Ability to work independently while collaborating across multiple recruiting teams.

Responsibilities

• Develop and execute sourcing strategies for Financial Advisor and other Wealth Management roles.
• Proactively identify, engage, and build relationships with passive candidates using LinkedIn Recruiter, referrals, networking, market research, and internal talent pools.
• Conduct initial candidate outreach and screening discussions to assess experience, licensing, location preferences, and interest.
• Build and maintain talent pipelines to support both current and future hiring needs.
• Track sourcing activity and candidate engagement in recruiting systems and reporting tools.
• Partner with recruiters and hiring leaders to understand hiring priorities and market trends.
• Participate in intake meetings and talent planning discussions.
• Transition qualified candidates to recruiters for the formal interview process.

Skills

Sourcing

LinkedIn Recruiter

Candidate engagement

Pipeline building

High-volume outreach

Independent work

Tools

Workday Recruit

Job description

Overview

Our client is expanding its Wealth Management business and is seeking an experienced Sourcer to help build a strong pipeline of Financial Advisor talent. This role is focused on proactive sourcing, candidate engagement, and relationship building rather than full-cycle recruiting. The Sourcer will partner closely with recruiters across four regions and play a key role in supporting significant growth plans through 2030.

Key Responsibilities

• Develop and execute sourcing strategies for Financial Advisor and other Wealth Management roles.
• Proactively identify, engage, and build relationships with passive candidates using LinkedIn Recruiter, referrals, networking, market research, and internal talent pools.
• Conduct initial candidate outreach and screening discussions to assess experience, licensing, location preferences, and interest.
• Build and maintain talent pipelines to support both current and future hiring needs.
• Track sourcing activity and candidate engagement in recruiting systems and reporting tools.
• Partner with recruiters and hiring leaders to understand hiring priorities and market trends.
• Participate in intake meetings and talent planning discussions.
• Transition qualified candidates to recruiters for the formal interview process.

What We’re Looking For

• 3+ years of sourcing experience (may be gained within a full-cycle recruiting role).
• Experience sourcing or recruiting Financial Advisors, Wealth Management, or related financial services talent.
• Strong candidate engagement, networking, and pipeline-building skills.
• Experience using LinkedIn Recruiter and other sourcing tools.
• Self-motivated, resilient, and comfortable with high-volume outreach and frequent rejection.
• Ability to work independently while collaborating across multiple recruiting teams.

Preferred Qualifications

• Experience using Workday Recruit.
• Experience supporting large-scale hiring initiatives in financial services.

Location: Remote (must reside within the East Coast footprint, from Maine to Florida)
Travel: None