Financial Sales Partner/Manager
Listed on 2026-02-11
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Management
Business Management, Business Analyst
Our client, a leader in the Financial Planning Industry, is looking for a Financial Sales Partner / Manager to build and lead a team of advisors.
Build & Lead Your Own TeamI
If you're an experienced financial professional who enjoys advising clients and mentoring others, this role offers the chance to grow beyond a traditional advisor seat. We're looking for someone who wants to build and lead a team, shape a business, and step into a long-term leadership path, while still maintaining their own production and client relationships. This is a growth-focused opportunity designed for professionals who want ownership, influence, and the ability to create something lasting.
WhatYou'll Do
- Build and lead a team of financial advisors
- Recruit, interview, and develop professionals under your leadership
- Maintain your own book of business while growing team production
- Leverage firm-provided recruiting tools, outreach support, and warm introductions
- Coach, mentor, and support advisors as they grow their practices
- Network and build relationships within the community and industry
- Operate with autonomy while benefiting from firm infrastructure and support
- Leadership track with meaningful long‑term upside
- Opportunity to grow beyond a traditional advisory role and build a team around you
- Ability to create a scalable practice through mentorship and leadership
- Autonomy to build and lead your own team with firm support
- Hybrid structure offering flexibility and visibility without a daily office requirement
- Base salary + production and team production compensation
- Health benefits with strong employer contribution
- Competitive compensation structure designed to support both personal production and leadership growth
- Transition support available for qualified advisors bringing an existing book of business
- Recruiting, marketing, and business development support to help you build and grow your team
- Experienced advisors or financial professionals ready to take the next step
- Leaders who enjoy mentoring and developing others
- Professionals seeking a sustainable and scalable career path
- Entrepreneurs who want to build a business with support
Location: Primarily New Jersey (leadership presence preferred), but flexible due to hybrid/remote nature.
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