Job Title: Sourcer - Wealth Management/Financial Advisors
Duration: 12 months (Possible for Extension)
Work Location: Remote - Working on east coast From Maine to Florida
Shift/Hours: 40hours/week, Mon-Fri
Summary Of the Role:
- Partner with recruiters and hiring leaders to understand Wealth hiring needs and develop targeted sourcing strategies.
- Proactively identify and engage external talent, with a primary focus on Financial Advisor and other Wealth roles.
- Build and maintain pipelines of qualified passive candidates through LinkedIn Recruiter, referrals, networking, market research, and other sourcing channels.
- Conduct initial candidate conversations to assess experience, licensing, interest, location preferences, and alignment with opportunities.
- Maintain accurate candidate and pipeline activity in recruiting systems and trackers.
- Build relationships with prospective candidates to support both immediate and future hiring needs.
- Transition qualified, interested prospects to recruiters for the
- formal interview and selection process.
- Provide pipeline updates and market insights to recruiting and business partners.
- Support additional Wealth or business-critical sourcing needs as priorities evolve.
- Participate in business and Talent Acquisition meetings including intake sessions for new roles to stay aligned with hiring priorities, processes, and compliance requirements.
Must-Have Hard Skills:
- Sourcing 3+ years (can be as part of a full cycle recruiter role)
- Wealth recruiting/sourcing experience.
- Knowledge of tools: LinkedIn recruiter, other sourcing tools.
- Workday Recruit.