What are the responsibilities and job description for the Financial Advisor Recruiter position at CAPTRUST?
WHO are we looking for?
CAPTRUST is seeking a Financial Advisor Recruiter to identify, engage, and hire top-tier financial advisors who align with our culture, service model, and long-term growth priorities. This individual will play a critical role in building our advisor bench strength by sourcing experienced talent, managing full-cycle recruiting processes, and partnering closely with business leaders across the firm. Candidates must demonstrate the highest professional and ethical standards, exceptional communication skills, strong relationship-building capabilities, and a keen understanding of the wealth management and financial advisory landscape.
Responsibilities
Our colleagues, like our clients, tend to stay with CAPTRUST for years. There’s a reason for it; it’s a great culture in which to work and grow. We all work together, each of us motivating those around us with our commitment to high standards. At CAPTRUST, expect a fully stocked break room, fun employee events, and a quality team surrounding you with opportunities for personal growth.
Our Employee Benefits Package shows how much we value our team. Some benefits include:
Any CAPTRUST office location.
HOW do we build a world class organization one brick at a time?
We make it a priority to hire those who have a commitment to service, a real interest in other people, and a passion to continuously improve. Simply put: the difference at CAPTRUST is the quality of our people and depth of our bench. If you are ready to make your mark, we want to talk to you.
Are you the next brick?
To get it done the CAPTRUST Way, an individual should exhibit the following characteristics:
At CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected, and supported.
It is our intent to maintain a work environment that is free of harassment, discrimination, or retaliation because of sex (including pregnancy, childbirth, or other related medical conditions), gender, race (including hair texture or hairstyles associated with race), religion, color, national origin, ancestry, physical or mental disability, genetic information, age, sexual orientation, gender identity, gender expression, protected veteran status, uniformed service, or any other status protected by federal, state, or local laws.
This position will remain open until filled. #mid-senior
CAPTRUST is seeking a Financial Advisor Recruiter to identify, engage, and hire top-tier financial advisors who align with our culture, service model, and long-term growth priorities. This individual will play a critical role in building our advisor bench strength by sourcing experienced talent, managing full-cycle recruiting processes, and partnering closely with business leaders across the firm. Candidates must demonstrate the highest professional and ethical standards, exceptional communication skills, strong relationship-building capabilities, and a keen understanding of the wealth management and financial advisory landscape.
Responsibilities
- Support advisor hiring efforts by proactively sourcing and engaging prospective financial advisor candidates, and assisting with screening, interviewing, and pipeline management
- Develop targeted sourcing strategies to attract experienced financial advisors Build strong partnerships with internal stakeholders
- Evaluate advisor candidates for business and cultural value add
- Manage advisor pipeline and maintain accurate tracking
- Conduct market mapping and competitive intelligence research
- Represent CAPTRUST at recruiting and networking events
- Coordinate interview processes and ensure a high‑quality candidate experience
- Collaborate with onboarding teams for smooth transitions
- May perform other duties as assigned; may require limited travel
- On‑site role with possible hybrid flexibility
- 3–5 years of recruiting experience, with at least 2 years focused on financial advisors
- Demonstrated success recruiting licensed financial advisors
- Understanding of RIA, broker‑dealer, or wealth advisory environments
- Strong relationship and trust-building skills
- Excellent communication, organization, and project management abilities
- High level of discretion and confidentiality
Our colleagues, like our clients, tend to stay with CAPTRUST for years. There’s a reason for it; it’s a great culture in which to work and grow. We all work together, each of us motivating those around us with our commitment to high standards. At CAPTRUST, expect a fully stocked break room, fun employee events, and a quality team surrounding you with opportunities for personal growth.
Our Employee Benefits Package shows how much we value our team. Some benefits include:
- Company discretionary bonus
- Health, dental, and vision coverage, employer 401(k) plan and company match, health savings accounts, flexible spending accounts, and voluntary supplemental plans subject to plan terms
- Company-paid benefits such as life insurance, short-term disability, and long-term disability, subject to applicable waiting periods
- Paid time off (PTO) or Paid Sick Leave (PSL)
- Compensation range: $70,000 - $110,000
Any CAPTRUST office location.
HOW do we build a world class organization one brick at a time?
We make it a priority to hire those who have a commitment to service, a real interest in other people, and a passion to continuously improve. Simply put: the difference at CAPTRUST is the quality of our people and depth of our bench. If you are ready to make your mark, we want to talk to you.
Are you the next brick?
To get it done the CAPTRUST Way, an individual should exhibit the following characteristics:
- Ability to build successful, collaborative, and trusting relationships
- Instinctive aptitude for consistently creating accurate, concise, respectful, and easy-to-understand verbal and written communications conveying complex information
- A strong sense of urgency about getting work done and solving problems to achieve results that benefit our clients and colleagues, even when faced with challenges
- Inherent desire to give back to our communities and enrich the lives of those around us
- An other-centered mindset
- Integrity through maintaining objectivity
At CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected, and supported.
It is our intent to maintain a work environment that is free of harassment, discrimination, or retaliation because of sex (including pregnancy, childbirth, or other related medical conditions), gender, race (including hair texture or hairstyles associated with race), religion, color, national origin, ancestry, physical or mental disability, genetic information, age, sexual orientation, gender identity, gender expression, protected veteran status, uniformed service, or any other status protected by federal, state, or local laws.
This position will remain open until filled. #mid-senior
Salary : $70,000 - $110,000