Director of Recruiting

Director of Recruiting -- Planning Alliance

Planning Alliance is seeking a highly motivated, relationship-driven Director of Recruiting to join our leadership team in Woodcliff Lake, New Jersey. This is a newly carved-out, high-impact role focused on building and scaling our financial advisor platform through strategic, warm-market recruiting.

Role Overview

The Director of Recruiting will be responsible for sourcing, attracting, and hiring new and experienced financial advisors. This is an in-person position, five days per week, working closely with senior leadership to expand Planning Alliance’s footprint and advisor force.

Location & Schedule

• Location: Woodcliff Lake, New Jersey

• Schedule: In-person, five days per week

Key Responsibilities

• Recruit, interview, and hire new and experienced financial advisors

• Achieve a target of eight (8) advisor placements per year

• Build and maintain a warm sourcing pipeline through community outreach, referrals, and networking

• Develop long-term relationships with prospective advisors and industry professionals

• Partner with leadership to refine recruiting strategy, messaging, and positioning

• Represent Planning Alliance at industry, community, and networking events

• Manage candidates through the full recruiting lifecycle, from initial contact to onboarding

Ideal Candidate Profile

The ideal candidate is relationship-oriented, entrepreneurial, and comfortable operating in a growth-focused environment. Typical backgrounds may include:

• Financial services or insurance industry experience

• Former or current financial advisors, including those seeking a transition from production

• Professionals from mutual insurance carriers or advisor development platforms

• High-performing recruiters from other industries with strong relationship-building skills

Previous recruiting experience is not required. Candidates with exceptional interpersonal skills, credibility, and the ability to build trust are strongly encouraged to apply.

Compensation & Growth

• Base salary range: $75,000 – $100,000, depending on experience

• Incentive compensation tied to successful placements

• Significant long-term growth and leadership opportunities within Planning Alliance

Additional Opportunities

In addition to the Director of Recruiting role, Planning Alliance may also explore:

• Managing Director opportunities

• Managing Associate roles

• Financial Advisor positions

Next Steps

Qualified candidates will receive a recording of the initial conversation. The next step in the process is a longer Zoom meeting to discuss the role, expectations, and potential collaboration in greater detail.