Sourcing Specialist

About the Company

With over $3 billion in assets under management and advisement, Trajan® Wealth is one of the fastest-growing Registered Investment Advisor firms in the country. The firm stands out with its fully integrated, in-house model—combining fee-only wealth management, estate planning through Trajan Estate, and tax strategy through Trajan Tax. Critical components of a client's financial life are managed under one fiduciary standard: the Family Office.

About the Role

We are seeking a proactive and results-driven Sourcing Specialist to join our Talent Acquisition team. This role focuses on identifying, engaging, and building pipelines of qualified candidates across professional positions, with an emphasis on financial services, wealth management, accounting, finance, operations, and corporate support functions. The ideal candidate is an experienced talent sourcer who thrives on researching talent markets, uncovering passive candidates, and developing creative sourcing strategies. This individual will partner closely with recruiters and hiring managers to build robust candidate pipelines and support recruiting initiatives. A key responsibility includes supporting national advisor recruiting efforts, sourcing experienced Financial Advisors, Attorneys, CPA professionals, and other client-facing wealth management talent across multiple U.S. markets. This is a 100% onsite role at our Scottsdale Corporate office.

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.

Requirements

• 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.

Benefits

• $75-85K base salary plus bonus.
• 401k with matching component 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 many more voluntary options available.
• Generous holidays and PTO.
• Future career growth opportunities.