Onboarding and Recruiting Specialist

As a Barron’s Top 100 RIA firm and voted Best Places to Work by Fortune, Pacific Coast Business Times, Inc. (Best Workplaces), and Investment News, Mission Wealth is hiring a growth-minded Onboarding & Recruiting Specialist to join our award-winning team!  If you are ready to elevate your career in a leading wealth management company with a commitment to giving back to the community and expanding nationally, let’s go!  Our ideal candidate is a people-focused HR professional who radiates positivity, has a flair for making others feel welcome, and thrives in a fast-paced, high-growth environment. You define ambition, have a sense of adventure, and a passion for purpose, both in life and in your approach to onboarding and supporting others. If you have a history of creating exceptional new hire experiences, we want to hear from you—ASAP!

Mission Wealth has offered 360-degree wealth management services to affluent families since 2000.  Our dynamic planning process ensures that every piece of the puzzle is put into place as our clients’ lives unfold and their needs evolve.  This gives them the complete picture and confidence in their financial future. 

Day-to-Day as a Onboarding & Recruiting Specialist:

• Serve as the first point of contact and enthusiastic ambassador for all new hires during their onboarding journey
• Own and execute the full onboarding process, from Talent & Acquisitions handoff to Day 1 setup and beyond
• Collaborate with Talent & Acquisitions, Hiring Managers, IT, Operations, and other internal partners to ensure a seamless candidate-to-new-hire experience
• Organize and deliver engaging orientation sessions, onboarding communications, and new hire touchpoints
• Maintain new hire documentation, manage HRIS entry, and coordinate compliance steps throughout the onboarding process
• Support recruiting efforts by assisting with job postings, candidate communication, interview scheduling, offer coordination, and recruiting-related follow-up
• Help maintain applicant tracking system data, candidate records, requisition updates, and recruiting dashboards to ensure accuracy and visibility
• Partner with the Talent & Acquisitions team to create a positive and professional candidate experience from initial outreach through offer acceptance
• Assist with coordinating background checks, employment verifications, offer letters, and other pre-employment requirements
• Support hiring managers by helping keep recruiting processes organized, timely, and well-communicated
• Assist in continuously improving the onboarding and recruiting processes to elevate both the candidate and employee experience
• Support a high-performing and growth-oriented HR team with a positive, can-do attitude
• Innovate and streamline existing processes; your ideas are welcome!

What You Bring as a Onboarding & Recruiting Specialist:

• 3+ years of proven experience in an HR, People Operations, onboarding, recruiting coordination, or talent support role; experience in a fast-paced professional services or financial services environment is a plus
• Bachelor's degree in Human Resources, Business Administration, Organizational Development, Communications, or a related field. 
• Natural people-person with a warm, approachable, and professional communication style
• Strong ability to create a positive experience for candidates, new hires, hiring managers, and internal partners
• Impeccable attention to detail and organizational skills; you can juggle multiple priorities, deadlines, and moving pieces without losing track of the details
• Strong written and verbal communication skills required
• Tech-savvy with experience using HRIS platforms, applicant tracking systems, Microsoft Office, and collaboration tools
• Ability to maintain confidentiality and handle sensitive employee and candidate information with professionalism and discretion
• A supportive and collaborative mindset; you’re the go-to person for making people feel confident, prepared, and connected
• Excitement about working in a company that values growth, innovation, client service, and giving back

Job Type: Full-time, salaried exempt

Location: This position is based out of our office in Scottsdale, AZ.  This is an in-office position.

Salary: $60,000 annual base salary, plus $12,850 annual bonus paid in quarterly increments

This position is not eligible for employer-sponsored work authorization. Applicants must be legally authorized to work in the United States at the time of hire and must not require employer sponsorship now or in the future to maintain employment authorization.

Please submit your cover letter and resume outlining your detailed experience of proven success within wealth management.  Be sure to share one of your favorite volunteer projects too!  We offer a competitive salary, team-based compensation plan, defined pathways to equity partner in the firm, medical/dental/vision benefits, 401(k)/Profit Sharing, Volunteer Time Off (VTO), Family Medical Leave (FMLA), Sabbaticals, wellness benefits, and ongoing educational reimbursements.