CAPTRUST · 12 hours ago
Investment Advisor Recruiter
US-Any CAPTRUST Office
Full-time
Hybrid
Mid Level
3+ years expCAPTRUST is seeking an Investment Advisor Recruiter to identify, engage, and hire top-tier financial advisors who align with our culture and service model. This individual will manage the full-cycle recruiting processes and partner closely with business leaders across the firm to build advisor bench strength.
ConsultingCustomer ServiceFinancial ServicesRetirementWealth Management
Responsibilities
Support advisor hiring efforts by proactively sourcing and engaging prospective financial advisor candidates, and assisting with screening, interviewing, and pipeline management
Develop targeted sourcing strategies to attract experienced financial advisors
Build strong partnerships with internal stakeholders
Evaluate advisor candidates for business and cultural value add
Manage advisor pipeline and maintain accurate tracking
Conduct market mapping and competitive intelligence research
Represent CAPTRUST at recruiting and networking events
Coordinate interview processes and ensure a high‑quality candidate experience
Collaborate with onboarding teams for smooth transitions
May perform other duties as assigned; may require limited travel
Qualification
Required
3–5 years of recruiting experience, with at least 2 years focused on financial advisors
Demonstrated success recruiting licensed financial advisors
Understanding of RIA, broker‑dealer, or wealth advisory environments
Strong relationship and trust-building skills
Excellent communication, organization, and project management abilities
High level of discretion and confidentiality
Ability to build successful, collaborative, and trusting relationships
Instinctive aptitude for consistently creating accurate, concise, respectful, and easy-to-understand verbal and written communications conveying complex information
A strong sense of urgency about getting work done and solving problems to achieve results that benefit our clients and colleagues, even when faced with challenges
Inherent desire to give back to our communities and enrich the lives of those around us
An other-centered mindset
Integrity through maintaining objectivity
Benefits
Company discretionary bonus
Health, dental, and vision coverage, employer 401(k) plan and company match, health savings accounts, flexible spending accounts, and voluntary supplemental plans subject to plan terms
Company-paid benefits such as life insurance, short-term disability, and long-term disability, subject to applicable waiting periods
Paid time off (PTO) or Paid Sick Leave (PSL)
Company
CAPTRUST
CAPTRUST Financial Advisors offers wealth management and retirement plan consulting services to individuals.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
$312.5MKey Investors
Carlyle Global PartnersGTCR
2023-09-19Private Equity
2020-06-02Private Equity· $312.5M
Leadership Team
J. Fielding Miller
Chairman and CEO
Daniel George
Principal
Recent News
Rochester Business Journal
2025-10-16
Press Telegram
2025-09-21
Morningstar.com
2025-08-26
Company data provided by crunchbase