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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Expertise in full-cycle recruitment with a focus on specialized roles, particularly CFP® professionals, combined with strong data-driven decision-making skills to optimize hiring processes and enhance candidate experience.
Highest-signal resume keywords
Full-Cycle RecruitmentCFP® Professional SourcingApplicant Tracking Systems (ATS)Employer Branding InitiativesCross-Functional Collaboration
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Full-Cycle RecruitmentSourcing Specialized PositionsRecruiting Data AnalysisCandidate Experience ManagementInterview Process Development
Soft Skills
AdaptabilityStakeholder ManagementCommunicationProblem-Solving
Tools & Technologies
Applicant Tracking Systems (ATS)CRM ToolsLinkedIn Recruiter
Certifications & Qualifications
CFP® Certification
Industry Keywords
Financial Advisory LandscapeWealth ManagementFintechAdvisor Compensation Models
About the role
Key responsibilities & impact- Own the full-cycle recruitment process for complex, specialized technical and non-technical roles, with a heavy emphasis on scaling our CFP® professional pipeline.
- Partner closely with leadership and hiring managers to understand headcount needs, define specialized role profiles, and build calibrated interview processes.
- Thrive in a fast-paced startup environment, managing shifting priorities and scaling talent pipelines efficiently without sacrificing candidate quality.
- Develop innovative sourcing strategies to target, engage, and convert high-caliber passive talent in competitive markets.
- Manage and optimize the candidate experience, ensuring every applicant has a transparent, high-touch, and equitable interview process.
- Leverage recruiting data and metrics to track pipeline health, optimize the hiring funnel, and regularly report on time-to-hire and quality-of-hire metrics.
- Collaborate with cross-functional stakeholders across the organization to weave our culture, mission, and values into employer branding initiatives.
Requirements
What you’ll need- 8+ years of experience as a full-cycle recruiter
- 4+ years of dedicated experience sourcing and closing highly specialized positions, specifically including CFP® professionals or specialized wealth management roles.
- Demonstrated experience succeeding within a fast-paced startup or high-growth tech environment.
- Demonstrated experience working cross-functionally to manage, align, and guide expectations for hiring managers and leadership teams.
- Strong proficiency with modern Applicant Tracking Systems (ATS), CRM tools, and advanced sourcing platforms (e.g., LinkedIn Recruiter).
- Deep understanding of the financial advisory landscape, advisor compensation models, and CFP® certification regulations (preferred).
- Experience recruiting within the fintech or wealth management sectors (preferred).
- Experience building or leading initiatives around employer branding (preferred).
Benefits
Comp & perks- Competitive Compensation: $120,000 - $140,000 base salary + bonus
- Equity (ISOs): it is important to us that all employees are shareholders in our mission
- Flexibility: Remote-first culture—work from anywhere in the U.S.
- Time Off: Flexible Paid Time Off (PTO).
- Comprehensive Benefits and Perks: Medical, dental, vision, 401(k) match, disability, paid parental leave, wellness reimbursement, and education reimbursement programs.
