Director of Advisor Recruiting

Compound

3 months ago

3.7 on Glassdoor

Remote

Full Time

Director

2 applicants

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About this role

The Director of Advisor Recruiting at Compound Planning is responsible for leading the nationwide recruitment strategy for breakaway advisors and RIA teams, guiding them through outreach, relationship building, and transition planning. This senior role involves managing a structured recruitment process and collaborating with cross-functional teams to ensure smooth transitions for incoming advisors, while deepening the company's presence in the financial advisory community. The role requires a strategic mindset, strong communication skills, and extensive experience with independent advisory firms and complex recruiting cycles.

Skills

About Compound

withcompound.com

Compound Planning is a modern investment management firm that delivers personalized wealth management solutions for entrepreneurs, professionals, retirees, and families. The company combines a world-class advisory team with innovative technology to provide comprehensive services, including financial planning, tax consulting, and asset management. With over $4 billion in assets under management, Compound Planning is known for its commitment to helping clients achieve their financial goals and navigate the complexities of wealth management. Their goal-oriented approach ensures tailored strategies that reflect individual needs and circumstances.