For advisory firms and RIAs, a Recruiting & HR VA plugs into the new-client onboarding and annual review prep — taking on candidate sourcing and screening calls so lead advisors and operations directors stop carrying the work themselves. They work inside the same tools you already run on, including LinkedIn Recruiter and Greenhouse alongside Redtail, and inherit the SOPs your team has already documented.
Every Recruiting & HR VA we place in financial services works against Reg BI, SEC/FINRA recordkeeping, and client document control. We solve the day-to-day pain advisory firms and RIAs feel most: advisors buried in onboarding paperwork instead of advice. They onboard onto your financial services stack (typically Redtail, Wealthbox, Salesforce FSC) inside the first week, with your SOPs as the source of truth.
In the first 30 days, your Recruiting & HR VA for Financial Services ships the sourced candidate list (weekly) and the scheduled interview loops (per role), plus the recurring work that defines the role: source passive candidates on linkedin and outreach against your icp, and screen inbound applicants against role scorecards and route shortlists. Your account manager runs a weekly review against the role's SOP and the financial services-specific checklist so quality is measured, not assumed.