Lead talent acquisition for experienced Financial Advisors nationwide through end-to-end recruiting and pipeline strategy.

Own full-cycle recruitment for Financial Advisors (local and national), including coordination across the hiring workflow.
Design and execute sourcing strategies using LinkedIn Recruiter, referrals, networking, and direct outreach.
Develop and maintain relationships with passive advisor talent.
Partner with leadership to align advisor hiring objectives and growth initiatives.
Screen candidates to assess advisor experience, production history, and cultural fit.
Present the Trajan Wealth value proposition and communicate transition opportunities to prospective advisors.
Maintain ATS records, recruiting documentation, and reporting.
Coordinate interviews, onboarding-related activities, and offer negotiations.
Attend industry events and support recruiting marketing efforts for advisor acquisition.

Manage full-cycle recruitment for Financial Advisors, Advisor Teams, and wealth management professionals.
Use sourcing channels including LinkedIn Recruiter, referrals, networking, and direct outreach.
Build and maintain relationships with passive advisor talent.
Collaborate with leadership on advisor hiring objectives and growth initiatives.
Conduct screenings evaluating advisor experience, production history, and cultural fit.
Communicate Trajan Wealth value proposition and transition opportunities.
Maintain ATS records, recruiting documentation, and recruiting reporting.
Coordinate interviews, onboarding activities, and offer negotiations.
Attend industry events and support advisor recruitment marketing efforts.

$75,000 to $90,000 annual base salary plus a per hire bonus.
401(k) with company match up to 13%.
United Healthcare PPO medical employee coverage paid by the Company.
Delta Dental PPO, United Healthcare Vision, Short-Term Disability, Long-Term Disability, Life Insurance, and additional voluntary benefits.
Generous PTO and paid holidays.
Future career growth opportunity.

Over $3 billion in assets under management and advisement.
Fast-growing Registered Investment Advisor firm.
Fully integrated, in-house model: fee-only wealth management, estate planning through Trajan Estate, and tax strategy through Trajan Tax.
Brings critical components of a client’s financial life together under one fiduciary standard referred to as the Family Office.

Talent Acquisition Specialist - Advisor Recruiting

Job Description