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Capstone Financial, LLC · 3 days ago

Recruiter

Synergy Wealth Solutions is a financial advisory firm dedicated to helping clients achieve financial freedom. They are seeking a proactive Recruiter to build and maintain a talent pipeline by engaging with local colleges, sourcing candidates for their Financial Advisor and Internship programs, and coordinating onboarding activities.

Asset ManagementFinanceFinancial ServicesInsuranceLife InsuranceRisk ManagementWealth Management

Responsibilities

Build and maintain a college recruitment program at local colleges and universities, representing Synergy Wealth Solutions with professionalism and enthusiasm
Source and screen candidates for the Financial Advisor role, ensuring alignment with our values, culture, and growth goals
Source and screen candidates for our Internship Program, cultivating relationships with students and career centers
Coordinate pre-hire activities, including scheduling interviews, managing communication, and guiding candidates through the hiring process
Strategically partner with hiring managers and leadership to ensure a smooth and welcoming onboarding experience for new hires
Craft and execute innovative sourcing strategies to recruit experienced financial services professionals, career changers and new to the career financial advisors to join Synergy Wealth Solutions
Establish and manage to activity and pipeline management best practices to maintain a consistent pipeline of professional financial advisors for contract consideration
Implement strategies to maintain engagement with potential candidates
Continuously improve upon legacy systems and processes to modernize, maximize, and position the Synergy Recruiting team to be the best in class in the industry

Qualification

Recruiting experienceRelationship-buildingSourcing strategiesTalent acquisitionRecruiting toolsHigh ethical standardsCommunication skillsOrganizational skillsDetail-orientedSelf-motivated

Required

Strong communication and relationship-building skills—you naturally enjoy connecting with people and representing a brand
Independent, organized and detail-oriented with the ability to manage multiple recruiting efforts at once
Entrepreneurial mindset with a preference for recruiting sales roles
Self-motivated and resourceful—you take initiative and follow through
Comfortable using recruiting tools, job boards, and basic computer programs (Microsoft Office or Google Workspace)
Passionate about helping others find their path and succeed in a career
High ethical standards and integrity

Preferred

Previous recruiting, talent acquisition, or campus recruitment experience preferred, but not required

Benefits

Competitive salary with performance-based incentives.
Flexible, supportive team environment.
Opportunities to grow your career in recruiting, HR, or leadership.
Be part of a mission-driven firm that helps people build, protect, and grow their wealth.
Collaborative and inclusive culture where everyone is welcome.

Company

Capstone Financial, LLC

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By providing objective advice and creating comprehensive plans, Capstone Financial is a premier, single-source wealth management firm in Atlanta.

Funding

Current Stage
Growth Stage

Leadership Team

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Jason Huggins, CLF®
Chief Executive Officer
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Michael Dugas
Assistant to the Chief Compliance Officer
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Company data provided by crunchbase