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Trajan WealthPosted 1 month ago

Sourcing Specialist - $75-85K plus bonus

$75–$85,000 year

On-siteScottsdale, Arizona, United States

Full TimeBachelors DegreeSmall

Job Summary

Support national recruiting initiatives by identifying and engaging experienced Financial Advisors, Estate Attorneys, and other financial services talent across the country. Conduct talent mapping and market research within the wealth management and financial services industry, researching competitors and advisor movement to support proactive acquisition. Perform initial outreach and engagement of passive candidates through email, phone, text, and social platforms while building and maintaining pipelines for current and future expansion. Partner with recruiters and leadership to identify strategic recruiting targets and talent-rich markets, maintaining accurate records in the ATS and tracking sourcing metrics for regular reporting. This role is 100% onsite at the Scottsdale Corporate office.

Required Qualifications

  • Bachelor's degree or equivalent professional experience
  • 5+ years of talent sourcing, recruiting, or talent acquisition experience
  • Experience using LinkedIn Recruiter and other sourcing tools
  • Strong candidate engagement and relationship-building skills
  • Experience sourcing passive candidates for professional-level positions
  • Excellent verbal and written communication skills
  • Strong organizational skills and attention to detail
  • Ability to manage multiple searches simultaneously in a fast-paced environment
  • This role will be 100% onsite at our Scottsdale Corporate office

Desired Qualifications

  • Experience supporting recruiting efforts within financial services, wealth management, banking, accounting, insurance, or investment advisory environments
  • Knowledge of financial industry terminology, job functions, and talent pools
  • Experience sourcing for licensed professionals, advisors, accountants, analysts, or operations professionals
  • Familiarity with applicant tracking systems and recruiting CRM platforms
  • Advanced Boolean search and talent mapping experience

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