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Financial Recruiter

UpTick Financial- Advisor Recruiters and Consultants
Red Bank, NJ Full Time
POSTED ON 4/6/2026
AVAILABLE BEFORE 6/3/2026

Company Description

UpTick Financial- Advisor Recruiters and Consultants specializes in sourcing top candidates for the Financial Services Industry, using methods of lead generation and cold/warm calling to attract the best talent. We facilitate transition processes to new broker-dealers, investment advisory firms, and custodial platform changes while increasing client headcounts. Our consulting services include providing competitive intelligence across various landscapes and connecting advisors with actionable insights.


Our esteemed clients include LPL, Raymond James, RBC Wealth Management, Cetera, MassMutual, Osaic, Fisher Investments, and many more.


Role Description

This is a full-time hybrid role for a Financial Recruiter located in Red Bank, NJ, with some work-from-home flexibility. The Financial Recruiter will be responsible for managing the full recruitment cycle, which includes sourcing and screening candidates, conducting interviews, and coordinating with hiring managers. Additionally, the role involves consulting with clients to understand their hiring needs, providing financial and market insights, and maintaining strong relationships with both clients and candidates.


Qualifications

  • Excellent communication and interpersonal skills for cold and warm calling
  • Knowledge in Finance, Accounting, and Consulting
  • Excellent communication and interpersonal skills
  • Ability to work effectively in a hybrid environment
  • Bachelor's degree in Finance, Human Resources, Business, or a related field
  • Experience in the financial services industry is a plus
  • Proficiency in using recruitment software and tools
  • Prior financial advisor recruiting experience is a plus!
  • Knowledge of the Financial Services Industry, including broker-dealer transitions, investment advising, and custodial platforms
  • Familiarity with competitive intelligence within the wire-house, regional, independent broker-dealer, RIA, and hybrid landscapes
  • Financial Advisors background a major plus
  • Must have code calling sales experience


Salary is based on commission and performance

1st Year $50,000 to $80,000 per year

2nd Year $80,000 to $120,000 per year

3rd Year $120,000 to $150,00 per year


Thank you for your interest. Please submit your resume for consideration. All qualified applicants will be considered.


#FinancialAdvisor #WealthManagement #FinancialAdvisor #AdvisorTransition #CareerGrowth #AlternativeInvestments #RIA #FinancialPlanning #UpTickConsultingPartners #Recruit

Salary : $15,000 - $120,000

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