Talent Acquisition Partner - Financial Advisory

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

Job Title

Recruiter – Business Development, Senior Vice President (this position is for a recruiter calling exclusively on Financial Advisors – not an HR role)

Location

Remote or Office-Based (Flexible)

Company

BridgePoint Wealth Partners, an Independent Wealth Management Practice

About Us

At BridgePoint Wealth Partners, we pride ourselves on being a leading independent wealth management practice with a strong commitment to growth. Our culture is built on excellence, collaboration, and the shared goal of empowering financial advisors to thrive. We provide comprehensive support and resources to advisors, enabling them to deliver exceptional service to their clients.

Position Overview

This is a recruiting role – primarily through cold calling – generally 50 dials per day. We are seeking a highly skilled and proactive recruiter to drive our talent acquisition strategy. In this high-impact role, you will focus on recruiting experienced financial advisors, offering them the opportunity to join a practice that supports their growth with competitive compensation, generous transition packages, equity growth opportunities, a comprehensive benefits package, and an outstanding culture. This is not an HR position.

Compensation

• Earning Potential: Generally, between $100,000 to $500,000+ annually, but with no cap on earnings. Earnings range is based on typical recruitment of 2-6 financial advisors annually.
• Equity options available – Equity shares are provided with each successful recruit, creating recurring renewals annually.
• Resources – Business development budget, computer, phone and recruiting database provided.

Key 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.

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.

What We Offer

• Uncapped earning potential with a competitive comp package, including equity opportunities within the firm.
• A supportive and collaborative company culture focused on advisor success.
• Opportunities for professional growth and development within a rapidly expanding practice.

Join BridgePoint Wealth Partners and be part of a team driving national growth while fostering a culture of excellence.

Benefits

• Employee assistance program
• Flexible schedule
• Professional development assistance

Schedule

Monday to Friday

Work Location

Remote

Job Types

Full-time, Part-time

Pay

$15,000.00 - $500,000.00 per year

Investment products and services are offered through Wells Fargo Advisors Financial Network LLC (WFAFN), Member SIPC. BridgePoint Wealth Partners is a separate entity from WFAFN.