Financial Advisors

Financial Advisors HR Jobs

2 jobs found

1d ago

Sales Recruiter – Financial Advisor Talent Acquisition

Magnolia Wealth Strategies Pensacola, FL

Pensacola, FL

1d ago

$60k - $65k/yr Full time Application Tracking System Candidate Pipeline CRM

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Job Description

Magnolia Wealth Strategies is hiring a Sales Recruiter to grow a pipeline of prospective Financial Advisors in Pensacola, FL.

Responsibilities

Build and maintain a consistent pipeline of prospective Financial Advisors within an assigned market
Prospect through direct outreach, databases, referrals, social media, job boards, networking, events, and community relationships
Conduct personalized outbound outreach versus relying primarily on inbound applicants
Develop relationships with centers of influence, community partners, educational institutions, professionals, Advisors, and employees to generate referrals
Run discovery conversations to understand career goals, motivations, experience, business-development potential, coachability, resilience, and overall fit
Follow up consistently and cultivate candidates who are not ready for an immediate career move
Manage candidates through the recruiting pipeline while maintaining clear next steps and follow-up commitments
Track prospecting activity, candidate stages, sources, follow-up dates, and pipeline outcomes in the Agency Tracking System (ATS)
Use pipeline and conversion data to identify strong sourcing strategies and adjust activity accordingly
Partner with Branch Leaders, Advisors, Marketing, training leaders, licensing and onboarding teams, and Home Office recruiting resources
Represent Magnolia professionally in the market and communicate the opportunity, culture, development resources, and entrepreneurial career path
Create ongoing candidate conversations by not waiting for applications
Maintain a healthy pipeline of qualified Financial Advisor prospects
Work toward measurable activity, pipeline, and hiring goals
Build referral sources and relationships that generate continued candidate opportunities
Ensure timely communication, thoughtful discovery, and clear next steps for candidates
Keep ATS and pipeline information organized, accurate, and current
Use results and market feedback to continuously improve sourcing and outreach
Develop a strong understanding of Magnolia’s business, the Financial Advisor career, and traits associated with successful Advisors

Requirements

2+ years of experience in recruiting, sales, business development, talent sourcing, or another relationship-driven role
Required: experience recruiting for commission-based sales professionals OR personally working in a commission-based sales role
Proven ability to prospect, conduct outbound outreach, generate conversations, and build relationships
Comfort working in a goal-oriented environment with measured activity and pipeline results
Strong communication skills and ability to quickly build rapport
Ability to ask thoughtful questions, uncover motivations, and assess opportunity fit
Persistence and discipline with follow-up, including with prospects not ready to move immediately
Strong organizational skills to manage multiple candidates and opportunities at once
Experience using a CRM, ATS, or other pipeline-management technology
Ability to use activity and conversion data to improve results
Plus: experience recruiting or selling in financial services, insurance, wealth management, professional services, or another entrepreneurial sales environment
Bachelor’s degree preferred but not required
Willingness to travel within the assigned market and occasionally accommodate events or candidate schedules outside standard business hours

Technologies

Agency Tracking System (ATS)
CRM

Benefits

$60,000–$65,000 annual base salary
Incentive opportunity tied to eligible hires, desired Advisor mix, candidate quality, consistent execution, and achievement of approved recruiting goals
Subsidized health, dental, and vision insurance
Company-paid life insurance
Short-term disability
401(k) plan with employer match
Paid time off
401(k)
401(k) matching
Dental insurance
Health insurance
Life insurance
Retirement plan
Vision insurance

Work Location

In person
Pensacola, FL 32503 (Required)

Compensation

USD 60,000 - 65,000 per year

Application Question

Have you previously recruited for a commission-based sales role or personally worked in a commission-based position?

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3mo ago

Experienced Advisor Recruiting - Sourcing Specialist

Ameriprise Financial Minneapolis, MN

Minneapolis, MN

3mo ago Closed

$58k - $80k/yr Full time Active Sourcing Application Tracking System Business Partner

This position is no longer accepting applications (closed Jul 31, 2026).

Job Description

Ameriprise Financial is seeking an Experienced Advisor Recruiting - Sourcing Specialist to join our Minneapolis, MN team in a hybrid role. This growth-focused position includes formal training, a clearly defined development path, and the opportunity to pursue securities licenses while supporting recruiting efforts. The role is full-time and exempt, with a salary range of $58,300 - $80,100 per year, and sits within the Sales family as part of the AAG Ameriprise Advisor Group.

We offer a collaborative culture that prioritizes development and opportunity. The role provides comprehensive benefits, including health, dental, and life insurance, a 401(k) plan, and paid time off for vacation and sick time. This is a chance to grow professionally while contributing to a team focused on attracting top financial advisory talent in a hybrid work environment.

Responsibilities

Initiate outreach to financial advisors within the assigned territory to arrange meetings with our recruiters
Collaborate with internal recruiters, corporate partners, and field leaders to align sourcing activities with business needs and hiring goals
Cultivate and maintain relationships with prospective candidates to sustain interest over time
Meet lead generation targets, monitor sourcing metrics, and analyze data to improve recruitment outcomes
Stay current on industry trends, competitor hiring strategies, and best practices in financial advisor recruitment

Requirements

1 to 3 years of sales or professional experience
Associate's degree or equivalent experience

Benefits

Health insurance
Dental insurance
Life insurance
401(k)
Vacation time
Sick time

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Financial Advisors HR Jobs

Sales Recruiter – Financial Advisor Talent Acquisition

Experienced Advisor Recruiting - Sourcing Specialist

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