Sourcing Specialist - $75-85K plus bonus

Duties and responsibilities

• Support national recruiting initiatives by identifying and engaging experienced Financial Advisors, Estate Attorneys, and other financial services talent across the country.
• Conduct talent mapping and market research within the wealth management and financial services industry.
• Conduct initial outreach and engagement of passive candidates through email, phone, text, and social platforms.
• Build and maintain pipelines of advisor talent for current and future expansion opportunities.
• Partner with recruiters and leadership to identify strategic advisor recruiting targets and talent-rich markets.
• Research competitors, industry trends, and advisor movement to support proactive talent acquisition efforts.
• Maintain accurate candidate records and sourcing activity within the Applicant Tracking System (ATS).
• Track sourcing metrics and provide regular reporting on pipeline development, outreach effectiveness, and conversion rates.

Qualifications

• Bachelor's degree or equivalent professional experience.
• 5+ years of talent sourcing, recruiting, or talent acquisition experience.
• Experience using LinkedIn Recruiter and other sourcing tools.
• Strong candidate engagement and relationship-building skills.
• Experience sourcing passive candidates for professional-level positions.
• Excellent verbal and written communication skills.
• Strong organizational skills and attention to detail.
• Ability to manage multiple searches simultaneously in a fast-paced environment.

Preferred Qualifications

• Experience supporting recruiting efforts within financial services, wealth management, banking, accounting, insurance, or investment advisory environments.
• Knowledge of financial industry terminology, job functions, and talent pools.
• Experience sourcing for licensed professionals, advisors, accountants, analysts, or operations professionals.
• Familiarity with applicant tracking systems and recruiting CRM platforms.
• Advanced Boolean search and talent mapping experience.

Pay

$75-85K base salary plus bonus

Schedule

100% onsite at our Scottsdale Corporate office

Benefits

• 401k with matching component up 13%
• United Healthcare PPO Medical employee coverage paid by Company
• Delta Dental PPO, United Healthcare Vision, Short Term, Long Term, Life Insurance and many more voluntary options available
• Generous holidays and PTO
• Come and join a team that is making a difference in their clients and employee's lives!