Remote TA Partner – Financial Advisor Recruiting

Talantir; United States; Remote; USD 15,000 - 500,000; Full time

Benefits offered by this job

Uncapped earning potential

Equity opportunities

Supportive culture

Professional growth

Job summary

BridgePoint Wealth Partners is seeking a Senior Recruiter specialized in sourcing and placing experienced financial advisors nationwide. This remote-friendly role emphasizes cold outreach, a high-volume dialing approach, and a focus on growth with competitive compensation and transition packages.

You will manage the full recruitment lifecycle, partner with leadership, and promote an advisor-first culture within an independent practice that combines independence with strong support and equity

Qualifications

• Prefer proven experience in financial advisor recruitment, wealth management, or a related field.
• Strong understanding of financial advisory practices.
• Goal-oriented and self-motivated with a track record of hitting recruitment targets.
• Familiarity with CRM systems and recruiting tools.

Responsibilities

• Identify, engage, and recruit experienced financial advisors nationwide. Set appointments through calling on Financial Advisors (cold calling) – 90% of the role.
• Maintain pipeline and follow-up process.
• Articulate the value proposition of joining BridgePoint, including our competitive compensation structure, full benefits package, and advisor-first culture.
• The main value prop is that we provide the capabilities of a wirehouse with the independence, autonomy, and the economics of an independent.
• Host virtual due diligence meetings.
• Manage the entire recruitment life cycle, from sourcing to onboarding, ensuring a seamless and positive experience for candidates.
• Collaborate with leadership to develop and execute strategic recruiting initiatives aligned with company growth goals.
• Stay informed about industry trends and competitor practices to remain competitive in attracting top talent.

Skills

Financial advisor recruiting

Wealth management

CRM experience

Targeted outreach

Tools

CRM software

Job description

BridgePoint Wealth Partners is seeking a Senior Recruiter specialized in sourcing and placing experienced financial advisors nationwide. This remote-friendly role emphasizes cold outreach, a high-volume dialing approach, and a focus on growth with competitive compensation and transition packages.

You will manage the full recruitment lifecycle, partner with leadership, and promote an advisor-first culture within an independent practice that combines independence with strong support and equity