Centura Wealth Advisory ยท 1 day ago
Wealth Advisor Recruiter
United States
Full-time
Remote
Mid, Senior Level
$135K/yr - $150K/yr
5+ years exp
Maximize your interview chancesConsultingFinancial Services
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Responsibilities
Talent Sourcing: Identify and source high-quality advisor candidates who are being considered for acquisition or integration into the organization.
Recruitment: Conduct outreach to potential advisor candidates, including independent financial advisors, wealth managers, and financial planning teams, to assess fit and interest in joining the organization.
Stakeholder Engagement: Collaborate with leadership, M&A teams, and business development to ensure alignment in advisor selection, integration plans, and post-acquisition transitions.
Negotiations & Onboarding: Facilitate the recruitment process, which may include interviewing, negotiating compensation packages, and guiding candidates through the onboarding process.
Advisor Integration: Assist in the integration of new advisors, ensuring they are aligned with company culture, policies, and operations.
Market Analysis: Monitor and analyze trends in the wealth management and financial advisory markets to understand the competitive landscape and identify potential tuck-in acquisition targets.
Relationship Management: Build and maintain long-term relationships with advisors, understanding their needs and aspirations to ensure a successful partnership.
Reporting: Maintain accurate records of candidates, recruitment activities, and outcomes; provide regular updates to senior management on recruitment progress.
Other Duties as assigned.
Qualification
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Required
5-8 years of experience in recruiting, talent acquisition, or business development within the wealth management or financial services industry.
Strong knowledge of the financial advisory industry and experience with advisor recruiting.
Experience with tuck-in acquisitions or M&A-related recruitment processes.
Exceptional interpersonal and communication skills, with the ability to build relationships with senior leaders and high-net-worth individuals.
High attention to detail and ability to manage multiple recruitment projects simultaneously.
Strong negotiation and persuasion skills.
Ability to maintain discretion and confidentiality with sensitive information.
Strong networking capabilities and ability to work independently.
High-level problem-solving skills and adaptability to a fast-paced environment.
Collaborative team player who can work cross-functionally with M&A, legal, and compliance teams.
Proactive and results-driven with a focus on achieving recruitment targets.
Company
Centura Wealth Advisory
Centura Wealth Advisory is a wealth management firm serving individuals, families and institutions seeking a planned & precise.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
A
Alyssa Phillips
Vice President, Operations
Recent News
PR Newswire
2022-01-24
Company data provided by crunchbase
