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Sourcer - Wealth Management/Financial Advisors

Spectraforce Technologies
United States, North Carolina, Raleigh
500 West Peace Street (Show on map)
Nov 12, 2026
Job Title: Sourcer - Wealth Management/Financial Advisors

Duration: 12 months (Possible for Extension)

Work Location: Remote - Working on east coast From Maine to Florida

Shift/Hours: 40hours/week, Mon-Fri

Summary Of the Role:

  • Partner with recruiters and hiring leaders to understand Wealth hiring needs and develop targeted sourcing strategies.
  • Proactively identify and engage external talent, with a primary focus on Financial Advisor and other Wealth roles.
  • Build and maintain pipelines of qualified passive candidates through LinkedIn Recruiter, referrals, networking, market research, and other sourcing channels.
  • Conduct initial candidate conversations to assess experience, licensing, interest, location preferences, and alignment with opportunities.
  • Maintain accurate candidate and pipeline activity in recruiting systems and trackers.
  • Build relationships with prospective candidates to support both immediate and future hiring needs.
  • Transition qualified, interested prospects to recruiters for the
  • formal interview and selection process.
  • Provide pipeline updates and market insights to recruiting and business partners.
  • Support additional Wealth or business-critical sourcing needs as priorities evolve.
  • Participate in business and Talent Acquisition meetings including intake sessions for new roles to stay aligned with hiring priorities, processes, and compliance requirements.


Must-Have Hard Skills:

  • Sourcing 3+ years (can be as part of a full cycle recruiter role)
  • Wealth recruiting/sourcing experience.
  • Knowledge of tools: LinkedIn recruiter, other sourcing tools.
  • Workday Recruit.

Applied = 0

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