Financial Services Recruiter | Part-Time Candidate Outreach & Appointment Setting

Financial Advisor Outreach Specialist (Financial Services Recruiting) Remote | United States Only | 3–5 Hours Per Week IMPORTANT Financial services recruiting experience strongly preferred. We have the scripts, process, CRM, and target list already built. We are looking for someone who enjoys engaging professionals on the phone and setting qualified conversations. This is a long-term opportunity with room for additional hours and future recruiting projects. We are specifically seeking professionals with direct experience recruiting Financial Advisors, Wealth Advisors, Insurance Advisors, Financial Consultants, Producers, or similar financial services professionals. Experience conducting outbound advisor outreach and engaging passive candidates is strongly preferred. About Us Grace & Co Search is a recruiting and talent consulting firm that partners with growing organizations across financial services, technology, healthcare, and professional services. We are currently supporting a wealth management firm seeking experienced Financial Advisors and are looking for an experienced Financial Advisor Recruiter or Outreach Specialist to help engage passive advisor talent. This is not a telemarketing role. This is not a high-volume sales role. We are looking for someone who understands how to build trust with Financial Advisors, conduct professional exploratory conversations, identify potential interest, and schedule qualified introductions when appropriate. Responsibilities -Conduct outbound phone outreach to Financial Advisors across the United States -Engage advisors in professional and confidential exploratory conversations -Build rapport and credibility with experienced professionals -Ask discovery questions regarding their current firm, goals, practice, and career objectives -Identify advisors who may be open to learning about alternative opportunities -Handle objections professionally and naturally -Maintain accurate notes and activity tracking -Schedule qualified introductory conversations -Provide market feedback and recruiting insights -Collaborate with our recruiting team on outreach strategy Required Experience -Financial services recruiting, insurance recruiting, wealth management recruiting, banking recruiting, or advisor recruiting experience preferred. -Experience conducting outbound phone outreach to passive candidates -Experience building candidate pipelines and scheduling qualified meetings -Strong verbal communication and relationship-building skills -Experience discussing advisor transitions, compensation, books of business, or career opportunities -Ability to build trust quickly with experienced professionals -Based in the United States -Fluent English with a professional phone presence Preferred Experience -RIA recruiting -Independent Broker Dealer recruiting -Wirehouse recruiting -Financial Advisor transition recruiting -Executive search -Wealth management industry experience -LinkedIn Recruiter experience -CRM or ATS experience Success In This Role Success is measured by: -Meaningful advisor conversations -Qualified meetings scheduled -Consistent outreach activity -Quality candidate experience -Market intelligence gathered Hours Approximately 3–5 hours per week -Flexible schedule -Potential for additional hours based on performance and future projects To Apply Please answer all screening questions below and include a 60–90 second voice recording introducing yourself and explaining your experience recruiting Financial Advisors or Wealth Advisors.