Eastern Advisor Recruiting Director

Chartwell Investment Partners

East Coast, US
Hybrid
Lead and manage business development consultants
Execute advisor sourcing and engagement strategies
Ensure compliance with securities industry regulations
The Director of Advisor Recruitment leads a team responsible for sourcing, engaging, and converting financial advisor prospects across Raymond James Financial divisions

Job Summary

  • The Director of Advisor Recruitment leads a team responsible for sourcing, engaging, and converting financial advisor prospects across Raymond James Financial divisions.
  • This role requires translating strategic recruitment goals into actionable plans while ensuring a consistent, high-quality advisor experience.
  • Candidates must possess deep knowledge of financial advisor business models and securities industry regulations to drive recruitment outcomes.

Matching Summary

The Director of Advisor Recruitment leads a team responsible for sourcing, engaging, and converting financial advisor prospects across Raymond James Financial divisions.

Skills & Requirements

Must-have

  • Lead and manage business development consultants
  • Execute advisor sourcing and engagement strategies
  • Ensure compliance with securities industry regulations

Nice-to-have

  • Expand diversity in advisor candidate pipelines
  • Represent firm at industry events and conferences
  • Collaborate with cross-functional transition teams

Key Requirements

  • Bachelor's degree in business, finance, or marketing
  • Minimum 12 years financial services experience
  • At least 5 years in advisor recruitment leadership
  • Series 7 and Series 9/10 (or 24) licenses required
  • SIE certification required unless exempt

Work Rights

Not specified

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