Advisor Recruiter
About the role
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 Responsibilities
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
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
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
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 ; CFP, Series 65, or other industry credential is a plus but not required
Benefits
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
Our Core Values
Commitment: Commitment underlines your integrity. You bring your best every day and have the courage to dedicate energy toward what truly matters.
Collaboration: Collaboration fuels your innovation, creativity, and progress. Through teamwork and authentic communication, you conquer common goals while simultaneously strengthening the fabric of our culture.
Continuous Improvement: You are a lifelong learner, you seek first to understand, are solution-oriented, and unequivocally open-minded.