Advisor Recruiter

Freestone Capital Management • Seattle, WA

58d • Onsite

About The Position

At Freestone, we believe in making a meaningful difference by focusing on what truly matters to our clients. With a 27-year history of consistent growth and success, we are an independent wealth and asset management firm with over $14.5 billion in assets under management. Headquartered in Seattle, with a team of over 120 professionals, we are dedicated to delivering a highly personalized experience that combines intelligent, thoughtful advice with unique investment strategies and comprehensive financial planning.

About the Role
The recruiter will report to a member of Freestone's executive team and will work closely with the hiring team within advisory leadership to shape our growth strategy, build a durable sourcing pipeline, and serve as a compelling ambassador for the Freestone brand in the markets we serve and beyond.

Requirements

• 5+ years of recruiting experience, with at least 2-3 years focused on financial advisor or wealth management talent acquisition
• Demonstrated experience recruiting advisors from wirehouse, regional BD, or RIA environments strongly preferred; recruiting agency experience in financial services a plus
• Working knowledge of advisor compensation structures, transition dynamics, non-solicit considerations, and the regulatory landscape relevant to advisor moves
• Exceptional relationship-building, communication, and influencing skills. This hire needs to be comfortable engaging senior advisors and Freestone leadership alike
• Strong organizational and project management skills; able to manage multiple searches simultaneously with discipline and precision
• Proficiency in LinkedIn Recruiter, ATS platforms, and Microsoft Office suite
• Bachelor's degree

Nice To Haves

• CFP, Series 65, or other industry credential is a plus but not required

Responsibilities

• Own end-to-end sourcing and recruitment of experienced client advisors and emerging advisor talent, with a focus on candidates who have demonstrated client relationship development and AUM growth
• Build and maintain a continuous pipeline of advisor candidates through proactive outreach, networking, referrals, industry events, LinkedIn Recruiter, and other channels relevant to the wealth management community
• Identify and engage advisors at wirehouse, regional broker-dealer, and RIA firms who may be seeking a better long-term home; cultivate long-lead relationships with high-potential candidates who are not yet actively looking
• Partner with Freestone's SAN and channel partner relationships to surface advisor referral opportunities and coordinate outreach
• Leverage Greenhouse, our internal ATS, to track candidates, manage pipeline stages, and report on funnel metrics
• Conduct screening interviews to evaluate advisor candidates against Freestone's profile: AUM, book composition, client segment fit, compensation structure, non-solicit considerations, and cultural alignment
• Work with the hiring manager and executive team to design and maintain a structured interview rubric for advisor searches, including work samples and behavioral interviews
• Coordinate all aspects of the candidate lifecycle — scheduling, interview preparation, feedback collection, reference checks, background checks, and offer logistics — ensuring a best-in-class candidate experience
• Manage offer conversations in coordination with leadership, including compensation modeling and transition support framing
• Serve as a knowledgeable, credible, and enthusiastic ambassador for the Freestone platform, articulating our value proposition to advisors across career stages
• Develop and refine recruiting collateral tailored to advisor candidates, including platform overviews, compensation explainers, and transition guides
• Represent Freestone at industry conferences and advisor-facing events to build brand presence in the advisor talent market
• Track and report recruiting KPIs to the leadership team on a regular cadence
• Conduct interview training for teammates on an ongoing basis
• Assist with internship programming and campus recruiting efforts as relevant

Benefits

• Base salary of $125,000 – $200,000, dependent on experience, with bonus potential tied to firm and individual performance
• Comprehensive benefits including medical, dental, vision, 401(k) matching, life and disability insurance, parental leave, and flex spending
• Generous paid time off—17 days of vacation, plus 10 paid holidays, Summer Fridays
• Meal perks, company events, team celebrations, and more
• A collaborative, fun, and supportive culture where you’re encouraged to innovate and grow

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level