What are the responsibilities and job description for the Recruiter position at Capstone Financial, LLC?
About Us
At Synergy Wealth Solutions, we’re more than just a financial advisory firm—we’re a team of people who care about helping others achieve financial freedom. A tradition of excellence and growth join a legacy of excellence since 1851, where we do not just meet expectations, we redefine them. Whether it's individuals planning for retirement or businesses preparing for growth, we bring expertise, tools, and a personal touch to every interaction. Service excellence is our legacy, built on the strength of our people. We live by the mantra “Serve First,” ensuring our financial professionals have the tools and resources to provide exceptional service to their clients. We also believe in creating a work environment that’s welcoming, flexible, and empowering for our team.
The Role
We’re looking for a proactive and relationship-driven Recruiter to join our team. As a member of our team, you are not just joining a firm; you are embracing a culture of excellence and growth. In this role, you’ll be responsible for building and maintaining a strong pipeline of future talent by engaging with local colleges, sourcing and screening candidates for our Financial Advisor and Internship programs and coordinating pre-hire and onboarding activities. This is a key position in shaping the growth of our firm and ensuring new team members feel supported from their first conversation through their first day on the job. This position is your gateway to not only advancing your professional aspirations but also to making a profound difference in the financial well-being of the communities we serve. Be a part of something bigger – where each day, you contribute to changing lives for the better.
Key Responsibilities
We’d love to meet you! If you’re someone who takes pride in building relationships, connecting talent with opportunity, and helping others succeed, this could be the perfect role for you.
Apply by: 10/15/2025 Please send your resume and a brief note telling us why you’d be a great fit.
Synergy Wealth Solutions is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
Compensation: From $45,000 per year
At Synergy Wealth Solutions, we’re more than just a financial advisory firm—we’re a team of people who care about helping others achieve financial freedom. A tradition of excellence and growth join a legacy of excellence since 1851, where we do not just meet expectations, we redefine them. Whether it's individuals planning for retirement or businesses preparing for growth, we bring expertise, tools, and a personal touch to every interaction. Service excellence is our legacy, built on the strength of our people. We live by the mantra “Serve First,” ensuring our financial professionals have the tools and resources to provide exceptional service to their clients. We also believe in creating a work environment that’s welcoming, flexible, and empowering for our team.
The Role
We’re looking for a proactive and relationship-driven Recruiter to join our team. As a member of our team, you are not just joining a firm; you are embracing a culture of excellence and growth. In this role, you’ll be responsible for building and maintaining a strong pipeline of future talent by engaging with local colleges, sourcing and screening candidates for our Financial Advisor and Internship programs and coordinating pre-hire and onboarding activities. This is a key position in shaping the growth of our firm and ensuring new team members feel supported from their first conversation through their first day on the job. This position is your gateway to not only advancing your professional aspirations but also to making a profound difference in the financial well-being of the communities we serve. Be a part of something bigger – where each day, you contribute to changing lives for the better.
Key Responsibilities
- Build and maintain a college recruitment program at local colleges and universities, representing Synergy Wealth Solutions with professionalism and enthusiasm.
- Source and screen candidates for the Financial Advisor role, ensuring alignment with our values, culture, and growth goals.
- Source and screen candidates for our Internship Program, cultivating relationships with students and career centers.
- Coordinate pre-hire activities, including scheduling interviews, managing communication, and guiding candidates through the hiring process.
- Strategically partner with hiring managers and leadership to ensure a smooth and welcoming onboarding experience for new hires.
- Craft and execute innovative sourcing strategies to recruit experienced financial services professionals, career changers and new to the career financial advisors to join Synergy Wealth Solutions.
- Establish and manage to activity and pipeline management best practices to maintain a consistent pipeline of professional financial advisors for contract consideration.
- Implement strategies to maintain engagement with potential candidates.
- Continuously improve upon legacy systems and processes to modernize, maximize, and position the Synergy Recruiting team to be the best in class in the industry.
- Strong communication and relationship-building skills—you naturally enjoy connecting with people and representing a brand.
- Independent, organized and detail-oriented with the ability to manage multiple recruiting efforts at once.
- Entrepreneurial mindset with a preference for recruiting sales roles.
- Self-motivated and resourceful—you take initiative and follow through.
- Previous recruiting, talent acquisition, or campus recruitment experience preferred, but not required.
- Comfortable using recruiting tools, job boards, and basic computer programs (Microsoft Office or Google Workspace).
- Passionate about helping others find their path and succeed in a career.
- High ethical standards and integrity.
- Competitive salary with performance-based incentives.
- Flexible, supportive team environment.
- Opportunities to grow your career in recruiting, HR, or leadership.
- Be part of a mission-driven firm that helps people build, protect, and grow their wealth.
- Collaborative and inclusive culture where everyone is welcome.
We’d love to meet you! If you’re someone who takes pride in building relationships, connecting talent with opportunity, and helping others succeed, this could be the perfect role for you.
Apply by: 10/15/2025 Please send your resume and a brief note telling us why you’d be a great fit.
Synergy Wealth Solutions is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
Compensation: From $45,000 per year
Salary : $45,000