Wealth Management Recruiting Sourcer
Veterans Sourcing Group
Providence, RI(remote)
JOB DETAILS
SALARY
LOCATION
Providence, RI
POSTED
19 days ago
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
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