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Job description
Job Description
nseeking an experienced Recruiter to support the firm’s continued growth by identifying, engaging, and attracting top-tier financial advisor talent. This individual will play a critical role in sourcing advisors who service high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients and who align with Beacon Pointe’s fiduciary, client-first philosophy.
nThis role requires deep knowledge of the wealth management landscape, strong relationship-building skills, and a proactive approach to engaging passive candidates within the private wealth space.
nKey Responsibilities
n• Lead full-cycle recruiting efforts focused on Financial Advisors, Wealth Advisors, and advisory teams
n• Proactively source and build pipelines of candidates
n• Conduct targeted outreach to engage high-performing advisors and teams
n• Develop and maintain relationships with advisors servicing HNW and UHNW client segments
n• Partner with leadership to understand growth strategy, target markets, and ideal advisor profiles
n• Qualify candidates based on AUM, client composition, production, and cultural fit
n• Manage confidential searches and ensure a high-touch, white-glove candidate experience
n• Track recruiting activity, pipeline health, and hiring metrics
n• Stay informed on industry trends, competitor firms, and advisor movement across the wealth management landscape
nWe are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy:
nSkills and Requirements
n• 3–7+ years of recruiting experience within RIA environment
n• Bachelor's Degree
n• Proven experience recruiting or directly sourcing Financial Advisors or advisory teams
n• Strong understanding of:
no RIA model vs. broker-dealer channels
no Advisor compensation structures (grid, fee-based, etc.)
no AUM, book of business, and client segmentation (HNW/UHNW)
n• Demonstrated ability to engage passive candidates through cold outreach
n• High level of professionalism and discretion when handling confidential searches
n• Familiarity with transition packages and advisor movement
n• Excellent communication and interpersonal skills
Worksite address
dallas, TX, 75215, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.