Wealth Management Recruiting Sourcer

Wealth Management Recruiting Sourcer

Location: Westwood, MA or Johnston, RI (Hybrid – 3 days onsite, 2 days remote after training) Schedule: Monday–Friday, 8:00 AM – 5:00 PM Pay Rate: $43–$48 per hour

Overview

We are seeking a driven and strategic Wealth Management Recruiting Sourcer to support the growth and expansion of a leading regional financial institution’s Wealth Management division. This role is focused on identifying and engaging high-quality, passive talent—primarily Financial Advisors, Wealth Advisors, and Investment Consultants—across key markets including the Northeast, Midwest, and South.

This is a high-impact opportunity to partner closely with recruiters and business leaders, acting as a trusted talent advisor while helping the organization scale and capture market share.

Key Responsibilities

• Proactively identify, engage, and qualify passive candidates , with a focus on FINRA-licensed Financial Advisors
• Build and maintain strong talent pipelines across multiple regions and markets
• Conduct high-volume outbound outreach via phone, LinkedIn, and other sourcing platforms
• Assess candidate qualifications, interest level, and licensing requirements
• Partner closely with assigned recruiters to align on hiring needs and sourcing strategies
• Present qualified candidates and facilitate introductions for interview consideration
• Develop and execute targeted sourcing strategies tailored to specific markets and roles
• Track and manage candidate activity, pipelines, and progress through recruiting systems
• Build long-term relationships with candidates and keep talent engaged for future opportunities
• Represent the organization’s brand externally and promote its growth story within the wealth management space

Required Qualifications

• Minimum 5 years of recruiting or sourcing experience , with a focus on FINRA-licensed Financial Advisors
• Proven success sourcing passive candidates for hard-to-fill roles
• Strong understanding of wealth management and financial services terminology
• Ability to maintain a high volume of outbound activity across multiple channels
• Demonstrated persistence, resourcefulness, and resilience in a fast-paced environment
• Experience using modern sourcing tools (e.g., LinkedIn Recruiter, job boards, Chrome extensions, social media, Boolean search)
• Strong organizational skills with the ability to manage and track candidate pipelines
• Excellent communication and customer service skills
• Strategic mindset with the ability to tailor sourcing approaches by market

Preferred Qualifications

• Bachelor’s degree or equivalent work experience
• Professional certifications such as CIR (Certified Internet Recruiter) or CDR (Certified Diversity Recruiter)
• Experience supporting Private Bank or Private Wealth recruiting functions

What Success Looks Like

• Consistently generating high-quality candidate pipelines in competitive markets
• Building strong partnerships with recruiters and hiring managers
• Effectively engaging passive candidates and converting them into active prospects
• Demonstrating deep market knowledge and acting as a strategic sourcing partner

Additional Details

• Hybrid Schedule: 3 days onsite in Westwood, MA or Johnston, RI
• Territory Coverage: Northeast (primary), with additional support in Midwest and Southern markets
• Interview Process: Two rounds (video interviews)

If you are interested, please send an up-to-date resume to

• Find candidates and develop talent pipeline
• Generating candidates by: Sourcing for candidates
• Identify potential candidates, build talent pools and sourcing strategy
• Generate qualified candidates through direct sourcing and networking
• Achieve sourcing and hiring goals
• Generate standard sourcing recruiting reports in ATS
• Develop creative methods of networking and sourcing candidates
• Sourcing and recruiting passive talent
• Help manage candidates seamlessly through the recruiting process
• Identify candidates for hiring teams
• Evaluate talent/candidates for assigned area of responsibility
• Ensure candidates are: + Technically qualified, cultural fits
• Proven success sourcing cleared candidates
• Reviewing applications, sourcing passive candidates, phone screening))
• Own a sourcing pipeline and candidate pool
• Create talent identification strategies and sourcing campaigns
• Develop and pursue new avenues for recruiting candidates
• Build talent pipeline or database of potential candidates
• Develop strong relationships with candidates and manage communication with the candidates
• Engaging passive candidates recruiting into Sodexo positions