Next Level Recruiting, LLC
Senior Financial Advisor Recruiter
Skills
2 months ago
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Important information
Contract type:
Permanent
Location:
United States
Work mode:
Onsite
Published on:
13 September 2026
What they need
Build a high-earning desk recruiting financial advisors that wealth firms compete for. A senior, full-desk role for experienced agency recruiters who want uncapped commission, real ownership of their book, and a vertical where one placement can outweigh a month of volume staffing.
About Next Level Recruiting:
We place financial advisors and advisory teams into leading RIAs, independent platforms, family offices, and private wealth firms nationwide. We work in a consultative, relationship-driven way — production, credibility, and long-term thinking matter here. We're expanding our advisor recruiting division and hiring experienced recruiters who want to build a high-earning desk in wealth management.
What This Desk Is:
This role focuses exclusively on recruiting experienced financial advisors and advisory teams. You'll identify advisors managing portable AUM, understand their platform economics, and guide them through transition conversations with RIAs and independent firms. It's precision recruiting — long-cycle, consultative, and high-value per placement. This is a full-desk opportunity: in addition to recruiting advisors, you can develop client relationships, originate searches, and fill the roles you bring in.
What You'll Do:
Source and engage financial advisors via LinkedIn Recruiter, referrals, and strategic outreach
Identify advisors and advisory teams with portable books of business
Run in-depth qualification calls to understand AUM, production levels, payout structures, and advisor portability
Develop client relationships with RIAs, independent platforms, family offices, and private wealth firms
Originate searches and fill the roles you bring in
Build long-term advisor relationships that generate repeat business
Partner with wealth management platforms to match advisors to the right opportunities
Manage pipeline activity in Bear Claw (ATS/CRM)
Own searches from first outreach through affiliation or placement
Grow your desk through production, client development, and completed placements
What You'll Need:
5+ years of agency recruiting experience, ideally in financial services, wealth management, executive search, or another high-touch professional recruiting vertical
Proven success sourcing and engaging passive candidates with LinkedIn Recruiter
Strong verbal communication and relationship-building skills
A competitive, production-driven mindset
Experience managing long sales cycles and consultative recruiting processes
Track record of meeting or exceeding production, sales, or recruiting goals
Comfort owning a desk, managing pipeline activity, and being accountable to production
Nice to Have:
We'll teach the rest, but familiarity with any of the following is a plus;
AUM and advisor portability
Independent vs. wirehouse models
Commission vs. fee-based compensation
RIA, wealth management, or financial services recruiting
Executive search or retained search experience
Business development or client origination experience
Who This Role Is For:
Experienced agency recruiters who want more ownership and upside
Recruiters who want to build a high-earning desk
Recruiters who want to develop client relationships, not just fill assigned roles
Competitive professionals motivated by uncapped commission
Recruiters comfortable with long-cycle, relationship-driven searches
Recruiters who want to make significant money through production, not manage people
Why This Role Is Different:
Advisor recruiting isn't transactional staffing. You're working with producing advisors, advisory teams, and high-net-worth-facing professionals — which means higher revenue per placement, deeper relationships, and long-term repeat business. You'll build real expertise in the RIA and wealth advisory ecosystem, one of the fastest-growing segments in financial services. This role is built for recruiters who want to maximize earnings by building a desk, developing relationships, originating searches, and closing placements.
Compensation & Income Opportunity:
Base salary: $90,000–$110,000, depending on experience
Uncapped commission + performance bonus
Health and dental insurance
401(k) with company match
Clear earnings progression tied to production, client development, and placement volume
Opportunity to build and own your own book of advisor and client relationships
Long-term income upside for high-performing recruiters
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