Wealth Advisor Recruiter Job at Centura Wealth Advisory in San Diego

Summary:

Centura Wealth Advisory is seeking a Wealth Advisor Recruiter to join the People & Culture team. As a Tuck-In Advisor Recruiter, you will be responsible for sourcing, attracting, and recruiting independent advisors or advisor teams who are part of tuck-in acquisitions. You will play a key role in integrating new talent into our organization and ensuring that the transition is smooth and successful. The ideal candidate will have a deep understanding of wealth management, financial advisory, and/or experience working with high-caliber professionals.

Primary Responsibilities:

• Talent Sourcing: Identify and source high-quality advisor candidates who are being considered for acquisition or integration into the organization.
• Recruitment: Conduct outreach to potential advisor candidates, including independent financial advisors, wealth managers, and financial planning teams, to assess fit and interest in joining the organization.
• Stakeholder Engagement: Collaborate with leadership, M&A teams, and business development to ensure alignment in advisor selection, integration plans, and post-acquisition transitions.
• Negotiations & Onboarding: Facilitate the recruitment process, which may include interviewing, negotiating compensation packages, and guiding candidates through the onboarding process.
• Advisor Integration: Assist in the integration of new advisors, ensuring they are aligned with company culture, policies, and operations.
• Market Analysis: Monitor and analyze trends in the wealth management and financial advisory markets to understand the competitive landscape and identify potential tuck-in acquisition targets.
• Relationship Management: Build and maintain long-term relationships with advisors, understanding their needs and aspirations to ensure a successful partnership.
• Reporting: Maintain accurate records of candidates, recruitment activities, and outcomes; provide regular updates to senior management on recruitment progress.
• Other Duties as assigned.

Knowledge Skills and Abilities:

• Strong networking capabilities and ability to work independently.
• High-level problem-solving skills and adaptability to a fast-paced environment.
• Collaborative team player who can work cross-functionally with M&A, legal, and compliance teams.
• Proactive and results-driven with a focus on achieving recruitment targets.

Minimum Qualifications:

• 5-8 years of experience in recruiting, talent acquisition, or business development within the wealth management or financial services industry.
• Strong knowledge of the financial advisory industry and experience with advisor recruiting.
• Experience with tuck-in acquisitions or M&A-related recruitment processes.
• Exceptional interpersonal and communication skills, with the ability to build relationships with senior leaders and high-net-worth individuals.
• High attention to detail and ability to manage multiple recruitment projects simultaneously.
• Strong negotiation and persuasion skills.
• Ability to maintain discretion and confidentiality with sensitive information.

Physical Requirements:

Essential functions of this job require the following minimal physical demands. Reasonable accommodations may be made to enable the individuals with disabilities to perform the essential functions.

• Required to sit, talk or hear; frequently required to use hands to finger, handle, or feel; and occasionally required to stand, walk, reach with hands and arms, stoop, kneel, crouch, or crawl.

• Vision and depth perception suitable for use of utilizing a computer, printer, phone, and keyboard.
• Manual dexterity suitable for use of utilizing a computer.

• Sufficient personal mobility and physical reflexes which permit the employee to work in an office setting
• Ability to walk and/or climb 5% of the time comfortably, with or without reasonable accommodation.
• Ability to sit at a computer for 90% of the time comfortably, with or without reasonable accommodation
• Travel up to 10% of the time
• Light to moderate lifting

Working Conditions: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform essential functions.

• Must be comfortable working in an office environment to include moderate noise levels.
• The working area is primarily in an open office setting with reasonable lighting and controlled temperatures.

Centura Investment Advisory, headquartered in San Diego with a national presence, is an SEC Registered Investment Advisory firm delivering innovative Investment and Wealth Management services to affluent families, business owners, and Corporate Executives. Our skilled professionals have been crafting sophisticated financial solutions as a team since 2005, yielding total Investment efficiency and purpose to those looking to liberate their wealth.

We achieve this by focusing on our clients' needs, upholding the highest ethical standards, fostering a tradition of quality, and investing in the individuals who, together, form our team. In doing so we cultivate a culture of excellence visible throughout all facets of the company, our practices, and most of all, the work we do for our clients.

At Centura Wealth Advisory, we are committed to creating a diverse and inclusive environment where all employees feel valued and respected. We are proud to be an Equal Opportunity Employer and we welcome applicants from all backgrounds. We do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other legally protected status. Salary: $135K - $150K Base + Bonus