Specialty Recruiter (Financial Wealth) jobs in United States
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ATR International · 6 hours ago

Specialty Recruiter (Financial Wealth)

ATR International is seeking a highly motivated Wealth Management Recruiter responsible for full lifecycle recruiting. This role partners closely with hiring managers to source, assess, and place top-tier talent for Private Client Investment Associate and related roles within Wealth Management.

Human ResourcesRecruitingStaffing Agency
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Diversity & Inclusion
Hiring Manager
Konrad Maczkowski
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Responsibilities

Evaluate, interview, and present qualified candidates to hiring managers for review
Manage end-to-end recruiting process, including candidate sourcing, screening, interviewing, and selection
Utilize applicant tracking systems and recruiting tools to their full functionality
Develop and implement best recruiting practices and talent acquisition strategies
Partner with business leaders to understand hiring needs and workforce planning goals
Conduct employee assessments and candidate evaluations
Build talent pipelines through proactive sourcing, networking, and market mapping
Support sales recruitment and other specialized hiring needs within Wealth Management
Act as a strong business partner and problem solver in staffing decisions

Qualification

Wealth Management RecruitingApplicant Tracking Systems (ATS)Stakeholder ManagementFinancial Services ExperienceTalent AssessmentConsultation SkillsFinancial LicensingCommunication SkillsOrganizational SkillsRelationship BuildingSelf-MotivatedFacilitation Skills

Required

Experience in professional recruitment, preferably within financial services or wealth management
Strong consultation, facilitation, and stakeholder management skills
Self-motivated and able to work independently
Proven ability to prioritize work, manage multiple searches, and meet deadlines
Strong communication, organizational, and relationship-building skills
Demonstrated ability to assess talent and align candidates with business needs
Experience using applicant tracking systems (ATS) and recruitment platforms

Preferred

Understanding of Private Client Advisor (PCA) support functions
Awareness of account opening, money movement, and investment trade processes
Knowledge of client relationship management and wealth planning concepts
Basic understanding of risk management and compliance, including Know Your Customer (KYC) procedures
Appreciation for operational documentation and regulatory requirements within financial services
Series 7 (required or obtained within 120 days of employment)
Securities Industry Essentials (SIE) exam if registered after October 1, 2018
Series 66 (or 63/65) to be obtained within 120 days
Life and Health Insurance license to be obtained within 120 days

Company

ATR International

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ATR International is a technical staffing firm that offers staffing and consulting services.

Funding

Current Stage
Late Stage

Leadership Team

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Jerry Brenholz
Co-Founder
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Company data provided by crunchbase