Talent Acquisition Coordinator - Wealth Management

Aon plc; Jacksonville (FL); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

PTO & paid holidays

401(k) with match

Exclusive discount programs

Health & wellness programs

PeopleFirst culture

Job summary

Wealthspire is seeking a Talent Acquisition Coordinator to welcome candidates and support recruitment for financial advisors, associates, client service advisors, paraplanners, and other roles. You will coordinate interviews with business leaders, manage onboarding from offer to background checks and Form I-9, and keep Workday records accurate and auditable.

You will partner with HR, IT, and hiring managers to ensure a smooth first day, maintain requisitions, and produce regular onboarding

Qualifications

• Bachelor's degree in Human Resources, Business, Communications, Finance, or a related field, or equivalent experience.
• 2+ years of experience in recruiting coordination, HR operations, or onboarding within a professional services environment (for example wealth management, accounting, consulting, or law).
• Hands-on experience with Workday, including requisition, candidate, and onboarding records.
• Proficiency with Microsoft 365, especially Outlook calendars, Excel, and email.
• Prior experience in wealth management, banking, insurance, or another financial services setting.

Responsibilities

• Interview coordination and scheduling: partner with leaders to schedule phone screens, panel interviews, and final-round meetings; act as point of contact for interview logistics; send invitations and collect feedback; keep candidates informed throughout the process.
• Onboarding: create and route offer letters; complete RCA documentation; order and manage background and reference checks; complete Form I-9; coordinate with HR/IT for equipment and access.
• Workday and reporting: maintain requisitions, candidate, and new-hire records; produce regular reports on open roles, time to fill, and onboarding status; handle confidential information.

Skills

Communication

Organization

Discretion & integrity

Attention to detail

Relationship building

Initiative & curiosity

Education

Bachelor's degree or equivalent experience

Tools

Workday

Microsoft 365

Job description

Wealthspire is seeking a Talent Acquisition Coordinator to welcome candidates and support recruitment for financial advisors, associates, client service advisors, paraplanners, and other roles. You will coordinate interviews with business leaders, manage onboarding from offer to background checks and Form I-9, and keep Workday records accurate and auditable.

You will partner with HR, IT, and hiring managers to ensure a smooth first day, maintain requisitions, and produce regular onboarding