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Wealth Management Recruiter

Eclaro

Role overview

Qualifications

  • 3+ years of recruiting experience, preferably within wealth management, private banking, investment management, financial advisory, or financial services.
  • Experience recruiting wealth management or advisor-related professionals, strongly preferred.
  • Strong knowledge of wealth management job functions, terminology, and organizational structures.
  • Familiarity with Client licenses and professional credentials such as Series 7, Series 63, Series 65, Series 66, CFP®, and CFA®, preferred.

Responsibilities

  • Manage full-cycle recruiting for wealth management positions from initial intake through offer acceptance.
  • Partner with hiring managers to understand position requirements, business needs, team structures, and ideal candidate profiles.
  • Develop sourcing strategies for difficult-to-fill and highly specialized positions.
  • Conduct candidate interviews and evaluate professional experience, credentials, production history, client relationships, assets under management, career objectives, and overall fit.

Key facts

Hard skills

Other skills

  • Relationship Building
  • Communication With Candidates
  • Verbal Communication Skills
  • Organizational Skills
  • Teamwork
  • Time Management

About the company

Eclaro logo

Eclaro

Human Resources Services

Eclaro is an award-winning professional services firm headquartered in New York City and operating in the U.S., Canada and the Philippines. We deliver best-in-class talent solutions through strategic staffing, custom outsourcing & offshoring, and permanent placement for global clients ranging from innovative start-ups to Fortune 50 companies. Every client experience is bespoke, never one size fits all. Our passion is building long-term relationships, collaborating on creative solutions and solving unique challenges by providing the right people with the right expertise for every business. Giving back to our communities, supporting our employees and serving our clients are the inspiration for our philosophy: the Right People are the Answer. Strategic Staffing and Permanent Placement: Eclaro recruits and manages highly skilled technical and business professionals, allowing our clients to supplement their internal capabilities and staff. We offer recruiting for permanent placement as well as retained search of professionals and executives, delivering a superior selection of candidates to meet client needs. Custom Outsourcing & Offshoring: Through our four global delivery centers in Metro Manila in the Philippines, Eclaro provides dedicated IT and business professionals for myriad industries. Our customized engagement model enables our clients to boost productivity with superior talent and lower costs while maintaining operational control. Honors & Awards Include: Best of Staffing Talent and Client - 2022 (ClearlyRated) Global Impact Sourcing Award - 2021 (IAOP and Rockefeller Foundation) 2022 Global Outsourcing 100 List (IAOP and FORTUNE) Top 10 BPO (Outsource Accelerator) For more information, visit eclaro.com and find out why the Right People are the Answer. Interested in joining our incredible team? Eclaro's current openings can be found at eclaro.com.

Company details

Company typeLarge
IndustryHuman Resources Services
Company size1001 - 5000

Links

Website LinkedIn See all jobs

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Job description

Wealth Management Recruiter
Job Number: 26-01686
Be part of the Financial Services Industry. ECLARO is looking for a Wealth Management Recruiter for our client in New York, NY (Remote).

ECLARO’s client is one of the largest Insurance Brokerage and Consulting Firms in the United States. If you’re up to the challenge, then take a chance at this rewarding opportunity!

Position Overview:
  • Seeking an experienced Wealth Management Recruiter for a contract assignment supporting one of our clients, a leading wealth management organization.
  • The Recruiter will work closely with hiring managers and Talent Acquisition partners to identify, attract, evaluate, and hire high-quality professionals across the client's wealth management business.
  • This role requires strong recruiting experience within wealth management, private banking, investment advisory, or a closely related financial services environment, along with the ability to effectively engage experienced passive candidates.
  • The ideal consultant combines strong recruiting execution with genuine knowledge of the wealth management talent market.
  • Understand that recruiting experienced wealth professionals requires more than matching keywords—can evaluate a candidate's background, relationships, credentials, experience, and career motivations while building credibility throughout the recruiting process.

Responsibilities:
  • Manage full-cycle recruiting for wealth management positions from initial intake through offer acceptance.
  • Partner with hiring managers to understand position requirements, business needs, team structures, and ideal candidate profiles.
  • Recruit for positions such as:
    • Financial Advisors
    • Wealth Advisors
    • Private Bankers
    • Relationship Managers
    • Financial Planners
    • Investment Advisors
    • Portfolio and Investment Professionals
    • Client Service Associates
    • Wealth Management Operations Professionals
  • Develop sourcing strategies for difficult-to-fill and highly specialized positions.
  • Proactively identify and engage passive candidates through LinkedIn, professional networks, referrals, databases, market research, and direct outreach.
  • Conduct candidate interviews and evaluate professional experience, credentials, production history, client relationships, assets under management, career objectives, and overall fit.
  • Build and maintain pipelines of qualified talent for current and future hiring needs.
  • Present qualified candidates to hiring managers with clear and concise candidate assessments.
  • Coordinate interviews and maintain regular communication with candidates and hiring teams throughout the recruitment process.
  • Assist with offer development, candidate closing, and acceptance.
  • Maintain accurate candidate and recruiting activity within the client's applicant tracking system.
  • Provide market intelligence regarding talent availability, competitive organizations, compensation trends, and recruiting challenges.
  • Deliver a professional and positive candidate experience throughout the hiring process.
  • Maintain confidentiality regarding candidate, employee, compensation, and business information.

Qualifications:
  • 3+ years of recruiting experience, preferably within wealth management, private banking, investment management, financial advisory, or financial services.
  • Experience recruiting wealth management or advisor-related professionals, strongly preferred.
  • Strong knowledge of wealth management job functions, terminology, and organizational structures.
  • Familiarity with Client licenses and professional credentials such as Series 7, Series 63, Series 65, Series 66, CFP®, and CFA®, preferred.
  • Demonstrated success sourcing and engaging passive candidates.
  • Strong interviewing, candidate assessment, and relationship-building skills.
  • Ability to partner effectively with senior hiring managers and business leaders.
  • Excellent written and verbal communication skills.
  • Strong organizational and follow-up skills.
  • Experience using applicant tracking systems, LinkedIn Recruiter, and other recruiting technologies.
  • Ability to manage multiple open requisitions in a fast-paced environment.

If hired, you will enjoy the following ECLARO Benefits:
  • 401k Retirement Savings Plan administered by Merrill Lynch
  • Commuter Check Pretax Commuter Benefits
  • Eligibility to purchase Medical, Dental & Vision Insurance through ECLARO

If interested, you may contact:
Maria Navarro
maria.navarro@eclaro.com
513-725-0112
Maria Navarro | LinkedIn

Equal Opportunity Employer: ECLARO values diversity and does not discriminate based on Race, Color, Religion, Sex, Sexual Orientation, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status, in compliance with all applicable laws.

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Marcus Rivera

Chief Revenue Officer

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