Wealth Enhancement · 22 hours ago
Sr Advisor Recruiting Specialist
Wealth Enhancement is an independent wealth management firm dedicated to enriching the lives of their clients. They are seeking a Senior Advisor Recruiting Specialist to provide full life cycle recruitment support to advisor teams, focusing on identifying and hiring key talent.
Financial ServicesRisk ManagementWealth Management
Responsibilities
Build and maintain a robust pipeline of qualified financial advisors and teams
Utilize multiple sourcing channels, including networking, referrals, industry events, and digital platforms
Develop strong relationships with prospective advisors, understanding their business needs and career goals
Serve as a trusted resource throughout the recruitment and transition process
Partner with leadership and cross-functional teams to ensure smooth vetting, onboarding
Work closely with marketing to create compelling recruitment campaigns and materials
Monitor recruitment metrics and provide regular reports on progress and outcomes
Continuously refine strategies based on data and feedback
Qualification
Required
7+ years of experience in a corporate or recruiting agency setting with a focus in the financial services industry required
Record of accomplishment in sourcing and pipeline development techniques that yielded results through various sourcing channels
Understanding of employment laws as it pertains to recruitment and selection
Strong interpersonal and networking skills that are effective in building a rapport with candidates and increase awareness of WEG as an employer of choice to a diverse pool of candidates
Ability to successfully manage multiple openings and meet deadlines in a fast-paced environment
Strong decision-making skills and the ability to exercise judgment, responsiveness, and sensitivity throughout the recruitment process
Creative and innovative thinker with a passion for recruitment, diversity, and service excellence
Highly proficient using applicant tracking systems
Skilled at using technology and social media to source candidates and build a diverse talent pipeline for current and future needs
Highly proficient using MS-Office
Strong oral and written communication skills
Preferred
Bachelor's Degree in related field preferred or equivalent experience
Experience using Workday a plus
Benefits
Training and professional development
Medical, dental and vision coverage (Available to employees and their families)
Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses
Life and AD&D insurance – employer paid and voluntary options
Short-term and long-term disability, workers compensation – employer paid
401k with match and profit sharing
Wellness programs and resources
Voluntary benefits, including pet insurance
18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)
12 paid holidays each year (10 pre-determined and 2 floating days)
Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)
Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)
Company
Wealth Enhancement
In 1997, four advisors sharing an office space discovered they also shared an essential belief: The financial services industry needed a new and better way to provide advice to clients—one that would help relieve stress from their clients’ financial lives.
Funding
Current Stage
Late StageTotal Funding
$2.51MKey Investors
Onex
2022-02-24Undisclosed· $0.74M
2022-01-12Undisclosed· $0.2M
2021-08-24Private Equity
Leadership Team
Recent News
2026-01-06
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