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Financial Advisor Recruiting Jobs (NOW HIRING)

TERRANA GROUP LLC

Be Seen First

Sales Recruiter | Transition Consultant (Chicago)

Chicago, IL · Remote

$30K - $50K/yr

Wealth Management Recruiting | Financial Advisor Recruiting | Executive Search | Talent Acquisition | Business Development Consulting The Terrana Group Advantage Terrana Group LLC, founded in 1992 ...

San Blas Securities

Head of Advisor Recruiting

Chicago, IL · Remote

$21.50 - $28.75/hr

... financial advisors and teams. Responsibilities: * Build and manage advisor recruiting pipeline ... Execute outbound recruiting strategy (LinkedIn, referrals, events) * Lead advisor transition ...

TERRANA GROUP LLC

Be Seen First

Sales Recruiter | Transition Consultant (Chicago)

Chicago, IL · Remote

$30K - $50K/yr

Wealth Management Recruiting | Financial Advisor Recruiting | Executive Search | Talent Acquisition | Business Development Consulting The Terrana Group Advantage Terrana Group LLC, founded in 1992 ...

Terrana Group

Sales Recruiter Consultant

Chicago, IL · On-site

$25 - $35/hr

The Terrana Group Advantage Terrana Group LLC, founded in 1992, is the premier authority in financial advisor recruiting. For over 33 years, we have served exclusively within the wealth management ...

Terrana Group

Sales Recruiter Consultant

Chicago, IL · On-site

$25 - $35/hr

The Terrana Group Advantage Terrana Group LLC, founded in 1992, is the premier authority in financial advisor recruiting. For over 33 years, we have served exclusively within the wealth management ...

Terrana Group

Sales Recruiter Consultant

Chicago, IL · On-site

$25 - $35/hr

Training & development The Terrana Group Advantage Terrana Group LLC, founded in 1992, is the premier authority in financial advisor recruiting. For over 33 years, we have served exclusively within ...

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Financial Advisor Recruiting information

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$36K

$102.1K

$144K

How much do financial advisor recruiting jobs pay per year?

As of Jul 28, 2026, the average yearly pay for financial advisor recruiting in the United States is $102,134.00, according to ZipRecruiter salary data. Most workers in this role earn between $75,000.00 and $131,000.00 per year, depending on experience, location, and employer.

What are some common challenges faced when recruiting financial advisors, and how can they be addressed?

Recruiting financial advisors often involves navigating a competitive landscape, as experienced advisors are in high demand. A common challenge is identifying candidates who not only have strong technical skills but also align with the firm's culture and values. To address this, recruiters may use targeted sourcing strategies, in-depth behavioral interviews, and comprehensive onboarding programs to ensure a good fit. Building strong relationships with candidates and offering clear career development paths can also help attract top talent.

What are the key skills and qualifications needed to thrive as a Financial Advisor Recruiter, and why are they important?

To thrive as a Financial Advisor Recruiter, you need strong knowledge of financial services, talent sourcing, and recruitment best practices, typically supported by a bachelor's degree in business or human resources. Familiarity with applicant tracking systems (ATS), LinkedIn Recruiter, and CRM platforms is commonly required. Exceptional interpersonal, networking, and negotiation skills help build relationships and attract top advisor talent. These skills are crucial for efficiently identifying, engaging, and hiring high-quality financial advisors who drive organizational growth.

What is Financial Advisor Recruiting?

Financial Advisor Recruiting is the process of identifying, attracting, and hiring professionals to work as financial advisors within a firm or organization. Recruiters in this field seek candidates with strong interpersonal skills, financial knowledge, and the ability to build and maintain client relationships. The goal is to find individuals who can help clients manage their finances, investments, and long-term financial goals. This process may involve networking, interviews, background checks, and providing training or onboarding support.

What is the difference between Financial Advisor Recruiting vs Financial Planner Recruiting?

AspectFinancial Advisor RecruitingFinancial Planner Recruiting
Required CredentialsSeries 7, Series 66, CFP (optional)CFP, Series 7, Series 66
Work EnvironmentBrokerage firms, independent agenciesFee-only firms, independent practices
Employer & Industry UsageFinancial advisory firms, broker-dealersFinancial planning firms, independent advisors
Search & Comparison IntentRecruiting for sales-oriented rolesRecruiting for comprehensive financial planning roles

Financial Advisor Recruiting focuses on sourcing professionals who primarily sell investment products and services, often within brokerage environments. Financial Planner Recruiting targets candidates skilled in comprehensive financial planning, often with CFP certification. While both roles require similar credentials, their work environments and client focus differ, making each recruiting process distinct.

More about Financial Advisor Recruiting jobs
What cities are hiring for Financial Advisor Recruiting jobs? Cities with the most Financial Advisor Recruiting job openings:
What states have the most Financial Advisor Recruiting jobs? States with the most job openings for Financial Advisor Recruiting jobs include:
What job categories do people searching Financial Advisor Recruiting jobs look for? The top searched job categories for Financial Advisor Recruiting jobs are:
Financial Advisor Recruiting jobs near you
Infographic showing various Financial Advisor Recruiting job openings in the United States as of July 2026, with employment types broken down into 90% Full Time, 8% Part Time, and 2% Contract. Highlights an 87% Physical, 5% Hybrid, and 8% Remote job distribution, with an average salary of $102,134 per year, or $49.1 per hour.
Director, Financial Advisor Recruiting

Director, Financial Advisor Recruiting

CCI Consulting

Philadelphia, PA

Full-time

Retirement

Posted 4 days ago

Job description

Company Description

Outstanding Director, Financial Advisor Recruiting Role available with a full-service broker-dealer and registered investment advisor organization which, serves the diverse and changing financial needs of more than 235,000 individual investors, and representing over $23 billion in assets. 



Job Description

Outstanding Director, Financial Advisor Recruiting Role available with a full-service broker-dealer and registered investment advisor organization which, serves the diverse and changing financial needs of more than 235,000 individual investors, and representing over $23 billion in assets. 

The Director, Financial Advisor Recruiting will seek to identify and recruit qualified financial advisors, and perform full lifecycle recruiting. The successful candidate will work with branch managers, and will be accountable for designing and implementing all facets of recruiting strategies that will attract new financial advisors.

Ideal candidates will have the following, but not limited to:  

- Develop and execute the recruiting plan including: prospecting, cultivating, and maintaining relationships with financial advisors/branch managers and isolating sources that provide leads. 

- Maintain a comprehensive database of recruit prospects 

- Develop and document recruiting strategies and train branch managers on how to implement them and stay informed of trends and innovative recruiting techniques in order to be competitive 

- Develop referral sources for locating potential new recruits and be a consultative resource, active member and a trusted advisor with potential recruits to explain the benefits of being associated with Lincoln Investment and evaluate their suitability for joining Lincoln Investment.

- Interview all prospects and coordinate with branch managers on follow up interviews

- Develop/lead the approaches for the integration of all methods of recruiting (web-based, print advertising, etc.) and select, approve, and manage web-based recruiting portals


Qualifications

Knowledge/Experience: 

- 5 plus years recruiting sales professionals

- 7 plus yrs. experience in a financial services

- Experience in the 403(b) retirement plans marketplace is preferred

Skills: 

- Strong Problem Solving skills

- Customer service skills required

- Exceptional relationship building and influencing skills

- Excellent communication skills, both oral and written

- Outstanding presentation skills


Certification Registration: 

Series 7 registration preferred, Certified Financial Planner, CLU or ChFC designation preferred

Education/Training: 

Bachelor's Degree

 * Relocation assistance available if necessary * 


Additional Information

Compensation for this role will be commensurate with experience.  To apply with interest, please provide an updated MSWord version of your resume and salary range. 

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