Search Jobs

A-Line Staffing is now hiring a Specialist Recruiter (Wealth Management Recruiting/Sourcing) for remote roles, please contact Staffing Manager, Tiona Scroggins @ tscroggins@alinestaffing.com

Position Title: Wealth Management Recruiting Sourcer / Specialist Recruiter
Location: Providence, RI (Remote)
Pay Rate: $36.65/hour
Assignment Dates: 02/23/2026 – 08/21/2026
Assignment Type: Temporary to Perm (opportunity to extend or convert to permanent based on business needs)
Work Arrangement: Fully Remote (EST time zone preferred)
Hours: 40 hours per week
Schedule: Monday–Friday, 8:00 AM – 5:00 PM

Position Summary

The Specialist Recruiter (Wealth Management Recruiting/Sourcing) is responsible for proactively identifying, engaging, and qualifying passive candidates for hard-to-fill roles within the wealth management sector. This role focuses heavily on recruiting FINRA-licensed Financial Advisors and supporting Private Client Wealth recruiting efforts across multiple territories. The Specialist Recruiter (Wealth Management Recruiting/Sourcing) will partner closely with assigned recruiters to manage pipelines, territories, and candidate flow while executing high-volume outbound sourcing strategies.

Key Responsibilities

• Prospect and identify passive candidates within the wealth management industry

• Source talent for roles including Private Client Financial Advisors and related wealth positions

• Engage candidates via outbound messaging, phone outreach, and sourcing platforms

• Assess candidate qualifications, licensing, territory alignment, and interest level

• Present qualified candidates to assigned recruiting partners for interview consideration

• Maintain close collaboration with recruiters to support territory rotations and multiple requisitions

• Support approximately 20 open positions across New England, Mid-Atlantic, Ohio, and Michigan

• Maintain organized tracking of candidate pipelines and sourcing activity within the ATS

• Execute sourcing plans tailored to specific client groups and territories

• Maintain consistent, high-volume outbound activity while meeting performance expectations

Required Skills & Experience

• Minimum of 5 years of recruiting or sourcing experience

• Proven experience recruiting FINRA-licensed Financial Advisors

• Demonstrated success sourcing passive candidates for difficult-to-fill roles

• Strong understanding of the wealth management sector, including key competitors and licensing requirements

• Familiarity with competitor licenses and geographic territories

• High-volume sourcing experience with strong persistence and resilience

• Relentless “hunter” mentality with a proactive, results-driven approach

• Ability to manage and prioritize multiple searches simultaneously

• Strong candidate engagement and relationship-building skills

• Excellent customer service and professional communication skills

• Ability to organize, manage, and track candidate flow effectively

Tools & Technology

• LinkedIn Recruiter (Recruiter seat provided)

• SeekOut

• Broker Hunt

• Data Discovery tools

• Internet and Chrome-based sourcing extensions

• Oracle Applicant Tracking System (ATS)

• Microsoft Office (Word, Excel, Outlook)

Education & Certifications

• Bachelor’s Degree or at least 5 years of equivalent professional work experience

• CIR and CDR certifications preferred

Additional Information

• Enable Skills-Based Hiring: No

• Role supports two assigned recruiters

• Focus on outbound sourcing and talent mapping

• Fully remote role with EST alignment preferred

INDKS