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Wealth Management Recruiting Sourcer

Veterans Sourcing Group

Providence, RI(remote)

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JOB DETAILS
SALARY
SKILLS
Brokerage, Candidate Mining, Candidate Pipeline, Candidate Sourcing, Communication Skills, Customer Support/Service, Licensing, LinkedIn, Loans, Microsoft Excel, Microsoft Office, Microsoft Outlook, Microsoft Word, Oracle, Organizational Skills, Private Banking, Sales Pipeline, Social Media, Telephone Sourcing, Wealth Management
LOCATION
Providence, RI
POSTED
30+ days ago
JOB DESCRIPTION

Wealth Management Recruiting Sourcer
Location: Remote
Duration: 6 Months
Pay Rate: $40.27/hr (W2)
Time Zone Preference: EST
Hours: 40 hours/week
Work Schedule: Monday – Friday | 8:00 AM – 5:00 PM EST
ATS: Oracle

Role Overview
We are seeking an experienced Wealth Management Recruiting Sourcer with a strong background in recruiting Client-licensed Financial Advisors. This role will focus on passive candidate sourcing across the Wealth Management sector and will support multiple recruiters managing high-priority territories.
The ideal candidate will bring a true hunter mentality, deep industry knowledge, and experience sourcing for hard-to-fill financial advisory roles.

Sector Focus
  • Wealth Management
  • Broker-Dealer
  • Private Banking
  • Wealth Credit Lending
  • Product & Distribution

Key Responsibilities
  • Identify, research, and engage passive candidates within the Wealth Management industry
  • Source Client-licensed Financial Advisors and related roles
  • Assess candidate interest, qualifications, licensing, and territory alignment
  • Partner closely with assigned recruiters to coordinate interviews and manage pipelines
  • Maintain consistent territory coverage across multiple open requisitions
  • Track and manage candidate activity within the ATS
  • Support recruiting efforts across New England, Mid-Atlantic, Ohio, and Michigan regions

Required Skills & Experience
  • 5+ years of recruiting or sourcing experience
  • Proven experience sourcing Client-licensed Financial Advisors
  • Demonstrated success in passive candidate recruitment for hard-to-fill roles
  • Strong outbound sourcing capability (phone, LinkedIn, email, sourcing tools)
  • High level of persistence, resourcefulness, and resilience
  • Deep understanding of wealth management competitors, licenses, and territories
  • Strong organizational skills and ability to manage high-volume candidate pipelines
  • Excellent communication and customer service skills
  • Relentless "hunter” mindset with strong networking ability

Tools & Technologies
  • LinkedIn Recruiter (seat provided)
  • SeekOut
  • Broker Hunt
  • Data Discovery
  • Internet sourcing tools, Chrome extensions, social media, Google
  • Oracle ATS
  • MS Office (Word, Excel, Outlook)

Education & Certifications
  • Bachelor's Degree OR minimum 5 years of equivalent professional experience
  • CIR and CDR certifications preferred

About the Company

V

Veterans Sourcing Group