Contract Sourcer
About The Position
At Facet, we are redefining financial planning. We believe that objective, personalized financial advice is essential to living well, and we’re on a mission to empower millions of Americans to live more enriched lives. To do this, we need the best Certified Financial Planners (CFPs) in the industry. We’ve stripped away the "old way" of doing business—no cold calling and no commission-chasing—allowing our planners to focus entirely on their craft. We are looking for a Contract Sourcer who is a specialist in the financial services landscape to help us find these elite professionals and share the Facet story.
Requirements
- Financial Sourcing Expertise: Minimum 3+ years of experience sourcing for Financial Advisors, Wealth Managers, or CFPs. You must speak the language of the industry (RIAs, Broker-Dealers, Fiduciary standards).
- Tech Stack Mastery: Advanced proficiency with LinkedIn Recruiter and Workable. You know how to keep a CRM clean and how to maximize a recruiter license.
- The "Hustle" Factor: You thrive in fast-paced environments. You are motivated by speed and have a track record of meeting tight deadlines without sacrificing candidate quality.
- CFP Knowledge: A rock-solid understanding of the CFP® certification process and the regulatory landscape (FINRA, SEC, etc.).
- Availability: Ability to commit to 40 hours per week for the next 90 days with a strong likelihood for extension
Responsibilities
- High-Velocity Sourcing: Utilize LinkedIn Recruiter to its fullest extent—leveraging advanced filters, Boolean strings, and InMail sequences—to find passive CFP talent.
- Candidate Management: Manage all candidate data and stage movement within Workable, ensuring our CRM is the single source of truth for the recruiting team.
- Urgent Outreach: Execute high-volume, high-quality outreach. We need someone who can spark interest in Facet’s unique model and move candidates from "curious" to "interviewing" within 24–48 hours.
- Strategic Vetting: Deeply vet candidates for the CFP® designation, ensuring their experience aligns with Facet’s holistic, fee-only planning philosophy.
- Ongoing Calibration: Partner with the recruiting team to refine search parameters based on real-time feedback and conversion data.
Benefits
- Impact: You are hiring the front-line professionals who help our members achieve financial freedom.
- Flexibility: 100% remote work.
- Growth: While this is a 90-day contract, we are a fast-growing company. High performers often see extensions as we continue our expansion.
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What This Job Offers
Education Level
No Education Listed
Number of Employees
1-10 employees
