Sourcer – Wealth Management/Financial Advisors
Community
·Today
- Salary
- $36 – $51/hr
- Location
- Mount Laurel, New Jersey
- Workplace
- Remote
- Type
- Contract
- Department
- Finance
- Seniority
- Mid
- Closing date
- Today
Description
Job Title: Sourcer – Wealth Management/Financial Advisors
Location: Mount Laurel, NJ (Remote)
Estimated Duration: 12 Months
SUMMARY OF THE ROLE:
Here's the summary for the Wealth Sourcer role:
Typical Day-to-Day Responsibilities: Active sourcing and engaging FA talent, using LI Recruiter access, PowerBi app that the team have created from a purchased list of Wealth licensees in the footprint.
MUST-HAVE Hard Skills:
NICE-TO-HAVE
Location: Mount Laurel, NJ (Remote)
Estimated Duration: 12 Months
SUMMARY OF THE ROLE:
Here's the summary for the Wealth Sourcer role:
- Partner with recruiters and hiring leaders to understand Wealth hiring needs and develop targeted sourcing strategies.
- Proactively identify and engage external talent, with a primary focus on Financial Advisor and other Wealth roles.
- Build and maintain pipelines of qualified passive candidates through LinkedIn Recruiter, referrals, networking, market research, and other sourcing channels.
- Conduct initial candidate conversations to assess experience, licensing, interest, location preferences, and alignment with opportunities.
- Maintain accurate candidate and pipeline activity in recruiting systems and trackers.
- Build relationships with prospective candidates to support both immediate and future hiring needs.
- Transition qualified, interested prospects to recruiters for the formal interview and selection process.
- Provide pipeline updates and market insights to recruiting and business partners.
- Support additional Wealth or business-critical sourcing needs as priorities evolve.
- Participate in business and Talent Acquisition meetings including intake sessions for new roles to stay aligned with hiring priorities, processes, and compliance requirements.
Typical Day-to-Day Responsibilities: Active sourcing and engaging FA talent, using LI Recruiter access, PowerBi app that the team have created from a purchased list of Wealth licensees in the footprint.
MUST-HAVE Hard Skills:
- Sourcing 3+ years (can be as part of a full cycle recruiter role)
- Wealth recruiting/sourcing experience
- Knowledge of tools: LinkedIn recruiter, other sourcing tools
NICE-TO-HAVE
- Workday Recruit
Skills
WorkdayCompliance