Recruiting & Practice Management Specialist
About The Position
We are seeking a Recruiting & Practice Management Specialist to play a critical role in growing our advisor team. This hybrid role is 70% advisor recruiting and 30% practice‑management support, making it ideal for someone who excels in relationship-building, understands advisor career pathways, and can facilitate structured conversations with both candidates and existing advisors. You’ll be the engine behind our advisor recruiting efforts—sourcing, engaging, and guiding prospective financial professionals through a high‑touch recruiting process. You will also partner with advisors and advisor teams to support client segmentation work, helping them evaluate capacity, identify gaps, and determine when an associate advisor may be needed.
Requirements
- Recruiting and/or consulting experience (advisor recruiting strongly preferred).
- Confident leading deep, consultative conversations with professionals.
- Highly organized with exceptional follow‑through and CRM discipline.
- Comfortable facilitating group conversations and engaging advisor teams.
- An excellent communicator with strong executive presence.
Responsibilities
- Source experienced (EXP) and inexperienced (IXP) advisor candidates through LinkedIn Recruiter, job boards, networking groups, and referrals.
- Conduct 30–60 minute Fit Calls to assess alignment, potential, and advisor path.
- Lead firm overview and deep‑dive value‑proposition conversations.
- Coordinate interviews, assessments (DISC/Working Genius), practice exploration meetings, and cross‑functional conversations.
- Guide candidates through compensation discussions, due‑diligence steps, and offer preparation.
- Partner with leadership to support offer negotiation and onboarding readiness.
- Maintain accurate CRM documentation and ensure a white‑glove candidate experience.
- Facilitate client segmentation (A/B/C/D)sessions with advisors and teams.
- Help advisors identify capacity issues, inefficiencies, and opportunities for support.
- Assist teams in determining when associate‑advisor talent may be beneficial.
- Convert segmentation outcomes into actionable insights and next steps.
- Support internal partners with light practice‑management tools (service tier templates, capacity checklists, segmentation worksheets).
Benefits
- Comprehensive benefits package included.
- You’ll be joining a collaborative, high‑performance and recruiting team where your work directly impacts firm growth, advisor success, and our long‑term strategic trajectory.
- This role offers autonomy, variety, visibility, and significant upward mobility.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
