About the RoleFreestone's next phase of growth is powered by advisor talent. We are seeking an experienced advisor recruiter to lead the identification, engagement, and conversion of high-quality financial advisors who want to build their practice on our platform. The hire will be responsible for recruiting both experienced lateral hires and emerging talent. This is a senior, strategic role that sits at the intersection of business development and talent acquisition.
The recruiter will report to a member of Freestone's executive team and will work closely with the hiring team within advisory leadership to shape our growth strategy, build a durable sourcing pipeline, and serve as a compelling ambassador for the Freestone brand in the markets we serve and beyond.
Key ResponsibilitiesAdvisor Sourcing & Pipeline Development- Own end-to-end sourcing and recruitment of experienced client advisors and emerging advisor talent, with a focus on candidates who have demonstrated client relationship development and AUM growth
- Build and maintain a continuous pipeline of advisor candidates through proactive outreach, networking, referrals, industry events, LinkedIn Recruiter, and other channels relevant to the wealth management community
- Identify and engage advisors at wirehouse, regional broker-dealer, and RIA firms who may be seeking a better long-term home; cultivate long-lead relationships with high-potential candidates who are not yet actively looking
- Partner with Freestone's SAN and channel partner relationships to surface advisor referral opportunities and coordinate outreach
- Leverage Greenhouse, our internal ATS, to track candidates, manage pipeline stages, and report on funnel metrics
Candidate Evaluation & Process Management- Conduct screening interviews to evaluate advisor candidates against Freestone's profile: AUM, book composition, client segment fit, compensation structure, non-solicit considerations, and cultural alignment
- Work with the hiring manager and executive team to design and maintain a structured interview rubric for advisor searches, including work samples and behavioral interviews
- Coordinate all aspects of the candidate lifecycle - scheduling, interview preparation, feedback collection, reference checks, background checks, and offer logistics - ensuring a best-in-class candidate experience
- Manage offer conversations in coordination with leadership, including compensation modeling and transition support framing
Freestone Brand & Market Positioning - Serve as a knowledgeable, credible, and enthusiastic ambassador for the Freestone platform, articulating our value proposition to advisors across career stages
- Develop and refine recruiting collateral tailored to advisor candidates, including platform overviews, compensation explainers, and transition guides
- Represent Freestone at industry conferences and advisor-facing events to build brand presence in the advisor talent market
Broader Recruiting Support - Track and report recruiting KPIs to the leadership team on a regular cadence
- Conduct interview training for teammates on an ongoing basis
- Assist with internship programming and campus recruiting efforts as relevant
Qualifications & Skills- The ideal candidate will have 5+ years of recruiting experience, with at least 2-3 years focused on financial advisor or wealth management talent acquisition
- Demonstrated experience recruiting advisors from wirehouse, regional BD, or RIA environments strongly preferred; recruiting agency experience in financial services a plus
- Working knowledge of advisor compensation structures, transition dynamics, non-solicit considerations, and the regulatory landscape relevant to advisor moves
- Exceptional relationship-building, communication, and influencing skills. This hire needs to be comfortable engaging senior advisors and Freestone leadership alike
- Strong organizational and project management skills; able to manage multiple searches simultaneously with discipline and precision
- Proficiency in LinkedIn Recruiter, ATS platforms, and Microsoft Office suite
- Bachelor's degree required; CFP, Series 65, or other industry credential is a plus but not required
Why Join Us?- Base salary of $125,000 - $200,000, dependent on experience, with bonus potential tied to firm and individual performance
- Comprehensive benefits including medical, dental, vision, 401(k) matching, life and disability insurance, parental leave, and flex spending
- Generous paid time off-17 days of vacation, plus 10 paid holidays, Summer Fridays
- Meal perks, company events, team celebrations, and more
- A collaborative, fun, and supportive culture where you're encouraged to innovate and grow
