What are the responsibilities and job description for the Senior Recruiter position at Insight Global?
Position title: Senior Recruiter – Financial Advisors (RIA / Wealth Management)
Location: Dallas, Texas
Duration: Permanent role
Perm Salary: $100-125K commission
Hybrid Schedule
Must Haves:
- 3–7 years of recruiting experience within RIA environment
- Proven experience recruiting or directly sourcing Financial Advisors or advisory teams
- Demonstrated ability to engage passive candidates through cold outreach
- High level of professionalism and discretion when handling confidential searches
- Familiarity with transition packages and advisor movement
- Excellent communication and interpersonal skills
Strong understanding of:
- RIA model vs. broker-dealer channels
- Advisor compensation structures (grid, fee-based, etc.)
- AUM, book of business, and client segmentation (HNW/UHNW)
Day to Day:
A financial advising firm is seeking an experienced Recruiter to support the firm’s continued growth by identifying, engaging, and attracting top-tier financial advisor talent. This individual will play a critical role in sourcing advisors who service high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients and who align with their fiduciary, client-first philosophy.
This role requires deep knowledge of the wealth management landscape, strong relationship-building skills, and a proactive approach to engaging passive candidates within the private wealth space.
Key Responsibilities
- Lead full-cycle recruiting efforts focused on Financial Advisors, Wealth Advisors, and advisory teams
- Proactively source and build pipelines of candidates
- Conduct targeted outreach to engage high-performing advisors and teams
- Develop and maintain relationships with advisors servicing HNW and UHNW client segments
- Partner with leadership to understand growth strategy, target markets, and ideal advisor profiles
- Qualify candidates based on AUM, client composition, production, and cultural fit
- Manage confidential searches and ensure a high-touch, white-glove candidate experience
- Track recruiting activity, pipeline health, and hiring metrics
- Stay informed on industry trends, competitor firms, and advisor movement across the wealth management landscape
Salary : $100,000 - $125,000