Job Description

Wealth Management & Financial Advisor Recruiting Experience is Required for This Role

Base Salary:

Commensurate with experience

Total Compensation:

Up to $400,000+ (base + commissions + bonuses)

Location:

Fairfield CT / National (Travel ~75%)

Who We Are

Kingsview Wealth Management is one of the fastest-growing Registered Investment Advisors in the country, offering clients integrated

financial planning, investment management, tax, estate, and insurance services

under one fiduciary standard. We've built a nationwide footprint by attracting elite advisors who want a turnkey fiduciary offering without isolation -- and we're just getting started.

We're expanding our recruiting team and looking for proven producers who know how to connect, persuade, and close.

The Role

Director - Partner Recruiting

This is a

travel-heavy, consultative sales role

for someone who thrives on face-to-face interaction and knows the advisor recruiting game inside and out.

Key Responsibilities:

Travel up to three weeks per month to meet top financial advisor prospects nationwide Conduct discovery calls and virtual meetings directly from the firm's CRM Present the Kingsview story with precision -- articulating advisor / client benefits, and cultural fit Log all prospect activity in the CRM with accurate data capture and stage tracking Convert qualified meetings into

Home Office Due Diligence visits

and ultimately

signed affiliations

Collaborate with leadership to refine messaging, targeting, and meeting strategy Execute disciplined follow-up processes ensuring no opportunity slips through Maintain professionalism and persistence in every advisor-facing interaction

Performance Metrics

Success is defined by

results

, not activity:

Signed recruiting deals and

recruited AUM / revenue

Number and quality of

Home Office visits

booked and completed

New branch offices opened

Team culture contribution and brand representation
Top performers can consistently deliver

$1B+ in recruited AUM annually.

Why This Role Matters

Imagine working with a team of driven entrepreneurs, not corporate middle managers -- where

winning matters

, accountability is expected, and results are rewarded.

You'll help top financial advisors leave bureaucratic broker-dealers behind and join a firm that actually believes in partnership. Every successful affiliation you drive creates impact -- for clients, for advisors, and for your own career trajectory.

Compensation & Benefits

Competitive base salary

Uncapped commissions

Full travel expense coverage Retirement and healthcare benefits
This is not a capped, quota-boxed role -- it's

a path to real financial freedom.

You decide how high you climb.

Your Background

You're not new to this. You've recruited or sold into the financial advisor space before -- and you know how to build trust fast.

Proven track record recruiting

veteran financial advisors

Confident in consultative sales and relationship building Excellent verbal and written communicator Highly organized with disciplined CRM usage Self-starter who thrives on accountability and travel Deep understanding of the wealth management landscape and advisor pain points

Why Kingsview

We're not a wirehouse, not a hybrid, and not a patchwork RIA roll-up. Kingsview is a

fiduciary growth platform

-- built for elite advisors who want scale, freedom, and community under one roof.

We're growing fast because we offer something the industry doesn't:

A multi-custodial fiduciary structure In-house insurance, asset management, and tax support A culture of transparency, performance, and execution
If you want to join a firm where

winning is expected and rewarded

, where your work has direct, visible impact, and where your ceiling is entirely self-imposed -- we should talk.

Job Type: Full-time

Projected Total Compensation: Up to $400,000.00 per year

Benefits:

401(k) Health insurance Paid time off
Willingness to travel:

75% (Required)
Work Location: On the road