Job description

About Trajan Wealth With over $3 billion in assets under management and advisement, Trajan® Wealth is one of the fastest-growing Registered Investment Advisor firms in the country. What sets us apart is our fully integrated, in-house model - combining fee-only wealth management, estate planning through Trajan Estate, and tax strategy through Trajan Tax. We don't refer out critical components of a client's financial life. We bring them together under one fiduciary standard - the Family Office. Role Overview The Talent Acquisition Specialist, Financial Advisor Recruiting, plays a critical role in supporting Trajan Wealth growth by identifying, attracting, and hiring experienced Financial Advisors nationwide. This position owns the full-cycle recruiting process for advisor talent and works closely with leadership to build strategic pipelines that support expansion initiatives. This position is 100% onsite at our Scottsdale corporate office. Duties and responsibilities • Manage the full-cycle recruitment process for Financial Advisors both 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 growth initiatives. • Conduct screenings to evaluate advisor experience, production history, and cultural fit. • Communicate Trajan Wealth value proposition and transition opportunities. • Maintain ATS records, reporting, and recruiting documentation. • Coordinate interviews, onboarding activities, and offer negotiations. Qualifications • Manage the full-cycle recruitment process for Financial Advisors, Advisor Teams, and wealth management professionals. • 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 growth initiatives. • Conduct screenings to evaluate advisor experience, production history, and cultural fit. • Communicate Trajan Wealth value proposition and transition opportunities. • Maintain ATS records, reporting, and recruiting documentation. • Coordinate interviews, onboarding activities, and offer negotiations. • Attend industry events and support advisor recruitment marketing efforts. • 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, United Healthcare Vision, Short-Term Disability, Long-Term Disability, Life Insurance, and additional voluntary benefits. • Generous PTO and paid holidays. • Future career growth opportunity. Come and join a team that is making a difference in their clients and employee's lives!

Requirements

Must-haves

This position is 100% onsite at our Scottsdale corporate office.
Duties and responsibilities
Manage the full-cycle recruitment process for Financial Advisors both 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 growth initiatives.
Conduct screenings to evaluate advisor experience, production history, and cultural fit.
Communicate Trajan Wealth value proposition and transition opportunities.
Maintain ATS records, reporting, and recruiting documentation.
Coordinate interviews, onboarding activities, and offer negotiations.
Manage the full-cycle recruitment process for Financial Advisors, Advisor Teams, and wealth management professionals.
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 growth initiatives.
Conduct screenings to evaluate advisor experience, production history, and cultural fit.
Communicate Trajan Wealth value proposition and transition opportunities.
Maintain ATS records, reporting, and recruiting documentation.
Coordinate interviews, onboarding activities, and offer negotiations.
Attend industry events and support advisor recruitment marketing efforts.

Nice-to-haves

None flagged.

Application prep

Use the role’s language and application details while tailoring your materials.

Platform: isolved
Effort: medium

Benefits

Benefits detected in the listing.

Dental

Vision

401(K)

Pto