Wealth Advisory: M&A Talent Sourcer

Centurawealth; San Diego (CA); On-site; USD 80,000 - 110,000; Full time

Job summary

Centurawealth in San Diego is seeking a Sourcer for Mergers, Acquisitions, & Tuck-ins to lead strategies for sourcing independent advisors. This role will focus on building a robust advisor pipeline while conducting thorough assessments and maintaining important relationships.

The ideal candidate should have significant experience in wealth management recruitment, strong networking abilities, and a solid understanding of advisor economics. A commitment to creating a collaborative and high-performing team environment is essential.

Qualifications

• 4–7+ years of experience in advisor recruiting in the wealth management industry.
• Proven track record of building and managing a recruiter pipeline.
• Understanding of M&A dynamics and the acquisition process.

Responsibilities

• Build and maintain a comprehensive pipeline of potential advisor recruits.
• Conduct initial outreach and qualification calls.
• Cultivate and nurture long-term relationships with advisors.

Skills

Networking

Communication skills

Analytical skills

Interpersonal skills

Organizational skills

Job description

Centurawealth in San Diego is seeking a Sourcer for Mergers, Acquisitions, & Tuck-ins to lead strategies for sourcing independent advisors. This role will focus on building a robust advisor pipeline while conducting thorough assessments and maintaining important relationships.

The ideal candidate should have significant experience in wealth management recruitment, strong networking abilities, and a solid understanding of advisor economics. A commitment to creating a collaborative and high-performing team environment is essential.