Eastern Advisor Recruiting Director

Chartwell Investment Partners

Remote
Hybrid
Financial advisor business models
Securities industry regulations
Recruitment and talent acquisition strategies
Chartwell Investment Partners is seeking a Director of Advisor Recruitment to lead a team focused on sourcing and converting financial advisor prospects. The position requires substantial experience in financial services and advisor recruitment, alongside strong leadership capabilities

Job Summary

  • The Director of Advisor Recruitment leads a team of Business Development Consultants responsible for sourcing, engaging, and converting financial advisor prospects across Raymond James Financial divisions.
  • This role translates strategic recruitment goals into actionable plans, oversees execution, and ensures a consistent, high-quality advisor experience.
  • The Director plays a key role in expanding the firm’s reach, improving recruitment outcomes, and developing team capabilities.

Matching Summary

Match Score: 85

Chartwell Investment Partners is seeking a Director of Advisor Recruitment to lead a team focused on sourcing and converting financial advisor prospects. The position requires substantial experience in financial services and advisor recruitment, alongside strong leadership capabilities.

Skills & Requirements

Must-have

  • Financial advisor business models
  • Securities industry regulations
  • Recruitment and talent acquisition strategies
  • Strategic planning and performance management
  • Business development and relationship management

Nice-to-have

  • Inspire and motivate team members
  • Solve complex problems
  • Influence outcomes through strategic relationship-building
  • Represent firm at industry events

Key Requirements

  • 12 years of experience in financial services
  • 5 years in advisor recruitment and team leadership
  • Bachelor’s degree in business, finance, marketing, or related field
  • SIE required (unless exempt)
  • Series 7 and 9/10 (or 24) required, or ability to obtain within 6 months

Work Rights

Not specified

Tailored Resume

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