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Senior Recruiter  

Division Atria Wealth Solutions  
Position Senior Recruiter  
Location New York, NY  
Full-Time/Part-Time Full-Time  

Atria Wealth Solutions is seeking a Senior Recruiter to join our Atria Wealth Solutions Recruiting team! This position is responsible for actively recruiting and securing new independent financial advisors to Atria Wealth Solutions. With the primary goal of expanding the growth of the enterprise, this position sets production goals, establishes strategic business plans, and markets the enterprise's services to prospective advisors in an attempt to secure their financial services business. This requires extensive public contact with the highest level of integrity and professionalism.


  • Actively network, recruit, secure and place new financial advisors/brokers to one of the nation's most prestigious independent broker/dealers.
  • Responsible for managing the full recruitment cycle starting from lead management to close including monitoring leads and utilizing various lead lists to reach out to prospective representatives.
  • Initiate extensive phone communication with members of the broker/dealer community to make connections and foster relationships in an effort to build new business leads.
  • Travel both locally and regionally to meet with prospective registered representatives, conduct informational meetings, and represent the firm at conferences, trade shows or networking events.
  • Evaluate and determine qualification status of contacts based on production and integrity criteria established by the firm.
  • Develop a strong understanding of the advisor's business model and needs, and effectively sell the independent broker/dealer through a consultative process.
  • Establish recruiting goals, design and implementation of a recruitment plan, which capitalizes on the existing strengths of the organization, maximizes market opportunities, minimizes threats to success and creates scenarios for competitive advantages.
  • Ensures the identification of prospective advisers with good reward/risk rations for profitability to minimize risk to enterprise and its groups.
  • Build and develop relationships with sales leaders and key stake holders across the enterprise to deliver on recruitment objectives.
  • Cultivate relationship and networking connections with third party financial services recruiting firms.
  • Assist in the creation, development, and deployment of recruiting campaigns.
  • Provide business trends analysis and identify potential opportunities for change in current processes and procedures.
  • Document and track all leads, status, and production, including meaningful conversations in Salesforce.
  • Compile detailed status updates for reporting internally and to management.
  • Work with transition team to assist in on-boarding efforts of new representatives.
  • Present necessary application forms and collect backup documentation to substantiate business production levels of prospective representatives.

Position Requirements


  • A bachelor’s degree in business, finance or related field
  • 10+ years of progressive experience in private client services, insurance or investments with a combination of financial advisory, branch manager, broker/dealer, recruiting and leadership experience on a national level
  • FINRA Series 7 & 24 securities license
  • Demonstrated ability to create a recruiting vision plan, implement the plan and drive results.
  • Demonstrated experience in developing strategic initiatives and plans which have benefited a company’s top and bottom lines.
  • Ability to create and effectively manage administrative budgets and develop business performance measure to evaluate productivity.
  • Successful consultative skills are necessary.
  • Commitment to follow-up and follow through, creating a positive recruiting experience.
  • Well organize, strong time management skills.
  • Must be willing to travel and work extended hours as needed.

Atria Wealth Solutions, Inc. (Atria) is a wealth management solutions holding company focused on delivering a clear path to the future of financial advice for financial professionals, financial institutions and their clients. Headquartered in New York City, Atria’s broker-dealer subsidiaries empower financial institutions and independent financial professionals with a sophisticated set of tools, services and capabilities that drive growth. Atria’s broker-dealer subsidiaries include CUSO Financial Services, LP, Sorrento Pacific Financial, LLC, Cadaret Grant & Co., Inc., NEXT Financial Group, Inc. and Western International Securities, Inc. Atria’s subsidiaries together support nearly 2,500 financial professionals with more than $75 billion of assets under administration. For more information, please visit



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