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Senior Financial Advisor Recruiter

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Onsite

Senior Financial Advisor Recruiter

Next Level Recruiting, LLC

Senior Financial Advisor Recruiter

Skills

CRMBusiness Development

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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