Talent Acquisition Specialist - Advisor Recruiting

The Talent Acquisition Specialist for Financial Advisor Recruiting at Trajan Wealth supports business growth by identifying, attracting, and coordinating the hiring of experienced Financial Advisors nationwide. This 100% onsite role in Scottsdale focuses on full-cycle recruiting, pipeline building, and close collaboration with leadership to meet hiring objectives.

Role Scope

In this position, you own end-to-end recruiting for advisor talent, including experienced Financial Advisors and Advisor Teams, as well as other wealth management professionals. You develop sourcing approaches, evaluate candidates through structured screening, and coordinate key steps from interview scheduling through onboarding activities and offer negotiations. You also partner with leadership on advisor hiring objectives and growth initiatives.

The role is based at our Scottsdale, AZ corporate office and is 100% onsite.

Responsibilities

• Manage the full-cycle recruitment process for Financial Advisors locally and nationally.
• Develop sourcing strategies using LinkedIn Recruiter, referrals, networking, and direct outreach.
• Build and maintain relationships with passive advisor talent.
• Partner with leadership on advisor hiring objectives and related growth initiatives.
• Conduct screenings to evaluate advisor experience, production history, and cultural fit.
• Communicate Trajan Wealth value proposition and transition opportunities to prospective advisors.
• Maintain ATS records, reporting, and recruiting documentation.
• Coordinate interviews, onboarding activities, and offer negotiations.
• Attend industry events and support advisor recruitment marketing efforts.

Required Focus Areas

• Ownership of full-cycle recruitment for Financial Advisors, Advisor Teams, and wealth management professionals.
• Experience applying sourcing strategies that include LinkedIn Recruiter, referrals, networking, and direct outreach.
• Ability to build and maintain relationships with passive advisor talent.
• Collaboration with leadership to align recruiting activity with hiring and growth objectives.
• Capability to screen candidates for experience, production history, and cultural fit.
• Competence in communicating Trajan Wealth value proposition and transition opportunities.
• Attention to detail in maintaining ATS records, reporting, and recruiting documentation.
• Experience coordinating interviews, onboarding activities, and offer negotiations.
• Participation in industry events and support for recruiting marketing efforts.

Tools and Technologies

• LinkedIn Recruiter
• ATS

Compensation and Benefits

• $75,000 to $90,000 annual base salary plus a per hire bonus.
• 401(k) with company match up to 13%.
• United Healthcare PPO medical employee coverage paid by the Company.
• Delta Dental PPO and United Healthcare Vision, plus Short-Term Disability, Long-Term Disability, Life Insurance, and additional voluntary benefits.
• Generous PTO and paid holidays.
• Future career growth opportunity.

Company Background

Trajan Wealth is a fast-growing Registered Investment Advisor firm with over $3 billion in assets under management and advisement. The firm’s integrated, in-house model combines fee-only wealth management, estate planning through Trajan Estate, and tax strategy through Trajan Tax. Trajan Wealth supports client financial needs under one fiduciary standard through its Family Office approach, without referring out critical components.