Talent Acquisition Specialist - Advisor Recruiting

Trajan Wealth LLC

$75K — $90K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Expertise in full-cycle recruitment for financial advisors and wealth management professionals.
  • Skilled in sourcing and recruiting strategies utilizing platforms like LinkedIn Recruiter and networking.
  • Proven ability to build and nurture relationships with passive candidates.
  • Experience partnering with leadership to meet hiring objectives and growth initiatives.
  • Strong competencies in candidate screening for experience, cultural fit, and production history.
  • Capacity to effectively communicate the company’s value proposition and transition opportunities.
  • Proficient in managing ATS records and providing accurate recruitment documentation.

Responsibilities

  • Manage the complete recruitment cycle for Financial Advisors at both local and national levels.
  • Develop innovative sourcing strategies through various channels, including LinkedIn and direct outreach.
  • Establish and sustain relationships with passive talent in the financial advisory sector.
  • Collaborate with leadership to align hiring goals with company growth initiatives.
  • Conduct thorough screenings to assess candidates' qualifications and cultural compatibility.
  • Effectively communicate the unique value proposition of Trajan Wealth to prospective advisors.
  • Oversee recruitment documentation, including ATS records, interviews, and onboarding processes.

Benefits

  • 401(k) with company match up to 13%.
  • Comprehensive employee healthcare coverage through United Healthcare PPO paid by the company.
  • Dental and vision benefits provided through Delta Dental and United Healthcare.
  • Short-term and long-term disability insurance, along with life insurance options.
  • Generous paid time off and holiday schedule.
  • Opportunities for future career growth within the organization.
Full Job Description
Role Overview

The Talent Acquisition Specialist, Financial Advisor Recruiting, plays a critical role in supporting Trajan Wealth growth by identifying, attracting, and hiring experienced Financial Advisors nationwide. This position owns the full-cycle recruiting process for advisor talent and works closely with leadership to build strategic pipelines that support expansion initiatives.

This position is 100% onsite at our Scottsdale corporate office.

Duties and responsibilities
  • Manage the full-cycle recruitment process for Financial Advisors both locally and nationally.
  • Develop sourcing strategies using LinkedIn Recruiter, referrals, networking, and direct outreach.
  • Build and maintain relationships with passive advisor talent.
  • Partner with leadership on advisor hiring objectives and growth initiatives.
  • Conduct screenings to evaluate advisor experience, production history, and cultural fit.
  • Communicate Trajan Wealth value proposition and transition opportunities.
  • Maintain ATS records, reporting, and recruiting documentation.
  • Coordinate interviews, onboarding activities, and offer negotiations.


Qualifications
  • Manage the full-cycle recruitment process for Financial Advisors, Advisor Teams, and wealth management professionals.
  • Develop sourcing strategies using LinkedIn Recruiter, referrals, networking, and direct outreach.
  • Build and maintain relationships with passive advisor talent.
  • Partner with leadership on advisor hiring objectives and growth initiatives.
  • Conduct screenings to evaluate advisor experience, production history, and cultural fit.
  • Communicate Trajan Wealth value proposition and transition opportunities.
  • Maintain ATS records, reporting, and recruiting documentation.
  • Coordinate interviews, onboarding activities, and offer negotiations.
  • Attend industry events and support advisor recruitment marketing efforts.

Benefits
  • $75,000 to $90,000 annual base salary plus a per hire bonus.
  • 401(k) with company match up to 13%.
  • United Healthcare PPO medical employee coverage paid by the Company.
  • Delta Dental PPO, United Healthcare Vision, Short-Term Disability, Long-Term Disability, Life Insurance, and additional voluntary benefits.
  • Generous PTO and paid holidays.
  • Future career growth opportunity.


Come and join a team that is making a difference in their clients and employee's lives!

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