What are the responsibilities and job description for the Advisor Recruiter position at Next Level Recruiting, LLC?
Advisor Recruiter
Evanston, IL
About Next Level Recruiting
Next Level Recruiting specializes in placing financial advisors and advisory teams into leading RIAs, independent platforms, family offices, and private wealth firms across the country. We operate in a highly consultative, relationship-driven environment where production, credibility, and long-term thinking matter.
We are expanding our advisor recruiting division and looking for driven recruiters who want to build a high-earning desk in the wealth management sector. Build a Desk in Financial Advisor Recruiting. This role focuses exclusively on recruiting experienced financial advisors and advisory teams.
Advisor recruiting is:
- Long-cycle
- Relationship-driven
- Performance-based
- Highly consultative
You will identify and engage advisors managing portable AUM, understand their current platform economics, and guide them through transition conversations with RIAs and independent firms.
This is precision recruiting with significant revenue upside.
Key Responsibilities
- Source and engage financial advisors using LinkedIn Recruiter, referrals, and strategic outreach
- Identify advisors with portable books of business
- Understand AUM, production levels, and payout structures
- Conduct in-depth qualification calls
- Build long-term advisor relationships
- Partner with wealth management platforms to align opportunities
- Manage pipeline activity in Bear Claw (ATS/CRM)
- Drive searches from first outreach through affiliation
Minimum Qualifications (Required)
- 1–5 years of agency recruiting experience (preferred)
- Experience sourcing passive candidates using LinkedIn Recruiter
- Strong communication skills and professional presence
- Competitive, production-driven mindset
- Ability to manage long sales cycles
- Proven track record of meeting or exceeding production goals
- Strong verbal communication and relationship-building skills
Bonus if you understand:
- AUM
- Advisor portability
- Independent vs wirehouse models
- Commission vs fee-based compensation
Why This Role Is Different
Advisor recruiting is not transactional staffing.
You are working with:
- Producing advisors
- Investment professionals
- High-net-worth client-facing talent
This vertical offers:
- Higher revenue per placement
- Relationship depth
- Long-term repeat business
- Significant income upside
You will build expertise in the RIA and wealth advisory ecosystem — one of the fastest-growing segments in financial services.
Compensation & Growth
- Competitive base salary Benefits
- Base salary range depends on experience (we're competitive and flexible).
- Uncapped commission
- Performance bonus
- Clear progression into Senior Advisor Recruiter
- Opportunity to build your own book of advisor relationships
High performers can significantly increase earnings as they build market expertise and placement volume.