Job Applicant and Recruitment Privacy Policy
Moran Wealth Management, LLC

Last Updated: September 2026

This Applicant Privacy Policy describes how Moran Wealth Management, LLC (“MWM,” “we,” “us,” or “our”) collects, uses, shares, retains, and safeguards personal information throughout the recruitment and hiring process.

This policy applies to information collected through our careers pages, Paylocity recruitment platform, and other recruitment channels, including job inquiries, applications, interview scheduling, interviews, and related communications. It also covers applicant information received from recruitment service providers, references, and background screening providers, where applicable.

Information We Collect

When you express interest in employment or participate in our recruitment process, we may collect:

• Your name, email address, telephone number, and other contact information.
• Your resume, employment history, educational qualifications (e.g., such as schools attended, degrees, and relevant training, etc.), professional licenses, certifications, skills, and other qualifications relevant to the position.
• Information you provide in application responses, interviews, or other recruitment communications.
• Interview availability, scheduling details, and recruitment-related preferences.
• Reference information and background screening results, where applicable and subject to required notices and authorizations.
• Technical information associated with your use of our careers pages and recruitment platform, as described elsewhere in this policy.

We may receive this information directly from you, generate it during the recruitment process, or obtain it from recruiters, references, and screening providers, as applicable.

How We Use Applicant Information

We use applicant information to evaluate qualifications, process applications, schedule and conduct interviews, communicate with candidates, make hiring decisions, and comply with applicable legal and recordkeeping obligations.

We may also retain applicant information to consider candidates for future employment opportunities. Submitting an application does not guarantee an interview or employment.

Access and Sharing

Applicant information may be accessed by authorized HR personnel, hiring managers, and other employees involved in recruitment, hiring, or related compliance activities, as needed for their responsibilities.

We may share applicant information with service providers supporting these activities, including Paylocity, our recruitment platform provider, and applicable background screening providers. We may also disclose information when required by law or necessary to establish, exercise, or defend legal claims.

Security and Retention

The safeguards described in this policy also apply to applicant information. We retain applicant records for recruitment purposes, consideration for future opportunities, and applicable legal, regulatory, and recordkeeping requirements. If you are hired, relevant information may become part of your employee records.

Contact Information

Questions or requests regarding this Job Applicant and Recruitment Privacy Policy may be directed to: 

Moran Wealth Management, LLC 

Phone: (239) 920-4440