Head of Advisor Development & Recruitment

Franklin, TN (In-Person/On-Site) | Full-Time

Our Partner is hiring a driven, strategic Head of Advisor Development & Recruitment to build and lead the new Advisor Development and Placement Program - a national initiative to attract, train, and prepare the next generation of financial advisors.

This role is ideal for a natural recruiter who loves matching people to opportunity, developing talent, and building a high-performing community. You’ll manage the entire pipeline: from attracting college students into the community and placing them with partner firms.

About the Company

We help financial advisors recognize and reach their full potential, faster.

Now, we’re expanding that mission—building the next generation of advisors through partnerships with CFP®-program universities and a national recruiting community built around one goal: to double the retention rate of advisors.

Key Responsibilities

Program Leadership

• Launch and lead our partner’s Advisor Development and Placement Program, designed to prepare advisors to be more hirable.
• Build and manage a student-facing community (mirroring the Company’s advisor Circle community) focused on professional readiness, mentorship, and engagement.
• Develop and manage partnerships with colleges and universities offering CFP® programs (approx. 160+ nationwide).
• Oversee all aspects of the brand and community—from messaging to execution.
• Design and deliver a high-quality student experience: workshops, webinars, mentorship, and community engagement.

Candidate Development

• Design and implement the advisor ranking framework: 1 Star → 5-Star Recruit.
• Track and report candidate progress and placement outcomes.

Recruitment & Placement Oversight

• Manage relationships with top advisory firms seeking entry-level or associate advisors.
• Build and lead a recruiting pipeline of college students interested in financial advising.
• Integrate candidate assessments (Kolbe A, SparkHire video interviews, coursework tracking).

Community & Marketing

• Mirror the Company’s advisor Circle community to create a student version that drives engagement and learning.
• Work with Sten and the media team to produce welcome and training videos.
• Ensure consistent communication, energy, and engagement in the student community.

Operations & Reporting

• Define and track key KPIs: student signups, firm partnerships, placements, and 5-Star certifications.
• Report weekly progress and quarterly

You’ll Succeed in This Role If You…

• Are proactive, persuasive, and operationally sharp.
• Are a natural connector who thrives on relationships and outcomes.
• Love the recruiting process—sourcing, screening, prepping, and placing great people.
• Are energized by building a community that helps young professionals grow.
• Have experience matching talent with firms (recruiting, campus hiring, or advisory space).
• Can move fast, stay organized, and balance multiple recruiting relationships.
• Are metrics-driven and love seeing your placements succeed.

Qualifications

• 5–10+ years of experience in recruiting or talent development.
• Excellent project management and communication skills.
• Proven success building talent pipelines and managing placement partnerships.
• Background in financial services, CFP education, or advisor recruiting is a strong plus.
• Understanding of CFP programs, financial advisor career paths, or financial services recruiting is a strong plus.
• Experience building partnerships with schools, associations, or firms is a plus

Compensation & Benefits

• Salary: $70,000–$80,000 depending on experience
• Commission: 5%-15%
• 401k + PTO

Success Metrics

• College Outreach Program launched by Q2 2026
• 40+ CFP school partnerships secured in Year 1
• 250+ students enrolled in the community
• Matches and placements achieved quarterly
• Regular reporting and growth targets met

Why Join

You’ll be the architect of the company’s next big initiative—connecting future advisors with firms and building the bridge between college classrooms and real advisory careers. If you want to create opportunity, build something lasting, and help shape the future of the industry, this is your role.