Sr Advisor Recruiting Specialist

About Wealth Enhancement

Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 80,000 households from our over 140 offices - and growing - nationwide.

Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit

Wealth Enhancement has an exciting opportunity to join a successful and growing team. This role provides full life cycle recruitment and support to our advisor teams to identify and hire key talent. 

Job Functions

Candidate Sourcing & Engagement:

• Build and maintain a robust pipeline of qualified financial advisors and teams.

• Utilize multiple sourcing channels, including networking, referrals, industry events, and digital platforms.

Relationship Management:

• Develop strong relationships with prospective advisors, understanding their business needs and career goals.

• Serve as a trusted resource throughout the recruitment and transition process.

Collaboration:

• Partner with leadership and cross-functional teams to ensure smooth vetting, onboarding.

• Work closely with marketing to create compelling recruitment campaigns and materials.

Performance Tracking:

• Monitor recruitment metrics and provide regular reports on progress and outcomes.

• Continuously refine strategies based on data and feedback.

Education/Qualifications

• Bachelor's Degree in related field preferred or equivalent experience

• 7+ years of experience in a corporate or recruiting agency setting with a focus in the financial services industry required

• Record of accomplishment in sourcing and pipeline development techniques that yielded results through various sourcing channels

• Understanding of employment laws as it pertains to recruitment and selection

• Strong interpersonal and networking skills that are effective in building a rapport with candidates and increase awareness of WEG as an employer of choice to a diverse pool of candidates

• Ability to successfully manage multiple openings and meet deadlines in a fast-paced environment

• Strong decision-making skills and the ability to exercise judgment, responsiveness, and sensitivity throughout the recruitment process

• Creative and innovative thinker with a passion for recruitment, diversity, and service excellence

• Highly proficient using applicant tracking systems.  Experience using Workday a plus 

• Skilled at using technology and social media to source candidates and build a diverse talent pipeline for current and future needs 

• Highly proficient using MS-Office

• Strong oral and written communication skills

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Comprehensive Benefits Offerings

Our benefits aim to balance four key elements that make life and work meaningful: health and wellness, financial well-being, professional development, and work/life harmony. You may participate in the following benefits & development opportunities:

• Training and professional development

• Medical, dental and vision coverage (Available to employees and their families)

• Health Savings