Talent Acquisition Specialist - Advisor Recruiting

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!