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Head of Advisor Recruiting

Role overview

Qualifications

  • 10+ years recruiting financial advisors at a broker-dealer, RIA, or recruiting firm
  • Proven track record of closing advisor transitions
  • Strong understanding of payout structures, transition packages, and advisor economics
  • Existing network of advisor relationships preferred

Responsibilities

  • Build and manage advisor recruiting pipeline
  • Execute outbound recruiting strategy (LinkedIn, referrals, events)
  • Lead advisor transition process from first contact through onboarding
  • Partner with leadership on deal structuring and economics

Key facts

  • Remote from: Anywhere
  • Full time
  • Expert & Leadership (>10 years)
  • English

Other skills

  • Relationship Building
  • Communication
  • Leadership
  • Negotiation
  • Teamwork

About the company

San Blas Securities logo

San Blas Securities

Investment Advisory & Wealth Management

San Blas Securities is a full-service Broker/Dealer. Our platform includes Capital Markets and an Advisor Network. We are comprised of a core team of individuals with a proven track record in both fields.

Company details

IndustryInvestment Advisory & Wealth Management
Company size11 - 50

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Job description

Head of Advisor Recruiting – San Blas Securities
San Blas Securities is seeking an experienced advisor recruiter to lead and scale our national recruiting efforts.
This is a revenue-generating role responsible for sourcing, developing, and closing relationships with high-quality financial advisors and teams.
Responsibilities:
  • Build and manage advisor recruiting pipeline
  • Execute outbound recruiting strategy (LinkedIn, referrals, events)
  • Lead advisor transition process from first contact through onboarding
  • Partner with leadership on deal structuring and economics
  • Track and report recruiting metrics and pipeline activity
Qualifications:
  • 10+ years recruiting financial advisors at a broker-dealer, RIA, or recruiting firm
  • Proven track record of closing advisor transitions
  • Strong understanding of payout structures, transition packages, and advisor economics
  • Existing network of advisor relationships preferred
Compensation:
  • Competitive base salary + performance-based compensation tied to recruited production
  • Significant upside based on success

This is a Remote / work from home role.
 

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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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