Leadership Track Financial Advisor Team Leader
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Job Location:
Jersey, NJ - USA
Monthly Salary:
Not Disclosed
Posted on:
2 hours ago
Vacancies:
1 Vacancy
Job Summary
Leadership-Track Financial Advisor / Team Leader
Location: New Jerseybased preferred (hybrid/remote flexibility)
Compensation: Base salary overrides production long-term upside
Experience Level: 48 years in financial services / insurance / advisory
The Opportunity
This is not a traditional financial advisor role.
Our client is looking for an experienced advisor who wants to build lead and grow a team not just manage a personal book forever. This role is designed for someone who sees themselves as a future leadersomeone who wants ownership influence and the ability to build a business within a business.
You will step into a leadership track where you continue producing while recruiting developing and leading advisors under you. Over time this role evolves into a true senior leadership position with overrides autonomy and long-term earnings leverage.
What Youll Do
- Build and lead your own team of financial advisors
- Recruit interview hire and develop advisors under your leadership
- Continue personal production while growing team production
- Leverage firm-provided recruiting support LinkedIn outreach and warm meetings
- Network actively and develop your own pipeline of prospective advisors and clients
- Mentor coach and guide team members toward growth and performance
- Operate your own mini-practice with autonomy over how your team is built and run
- Maintain visibility and leadership presence (NJ-based preferred not office-dependent)
Who This Role Is For
This role is ideal for someone who:
- Has 48 years of experience in financial services insurance or advisory work
- Is a solid producer but feels capped or boxed in by traditional firm structures
- Has an entrepreneurial mindset and wants to build something bigger than themselves
- Is interested in leadership mentorship and long-term business growth
- May have some management experienceor a strong desire to step into leadership
- Wants flexibility autonomy and a more sustainable path than high-pressure comp grids
This is not a fit for:
- Brand-new advisors
- Advisors who only want to manage their own book
- Advisors seeking a pure salary role without business-building responsibility
Compensation & Structure
This role is customizable based on experience and fit.
Leadership-Track Compensation Options:
- Base Salary to Start (designed to phase out after 3 years)
- Junior leadership option: Monthly draw additional compensation
- Overrides on advisors you recruit and lead
- Ongoing personal production income
- Long-term upside tied to team growth
Benefits:
- Health benefits (company pays 2/3 of premiums)
- Firm-supported recruiting and business development resources
For Advisors With Existing Books
- Forgivable note / upfront transition compensation available
- Based on assets and production brought over
- Example: upfront payment provided forgiven through production during transition period
Why This Is Different
- No inherited downline every advisor under you is your hire
- Freedom to build your team your way
- Option to operate under your own DBA
- Titles aligned with leadership and growth (Team Leader / Division Leader / District Agent)
- Sustainable model focused on long-term successnot unrealistic production hurdles
The Bottom Line
If youre an experienced advisor who wants to lead build and grow rather than grind endlessly for marginal comp increases this is a rare opportunity to step into a leadership role with real upside and support.
If youre ready to think bigger than just your own book we should talk.
Compensation & Structure
This role is customizable based on experience and fit.
Leadership-Track Compensation Options:
- Base Salary to Start (designed to phase out after 3 years)
- Junior leadership option: Monthly draw additional compensation
- Overrides on advisors you recruit and lead
- Ongoing personal production income
- Long-term upside tied to team growth
Benefits:
- Health benefits (company pays 2/3 of premiums)
- Firm-supported recruiting and business development resources
For Advisors With Existing Books
- Forgivable note / upfront transition compensation available
- Based on assets and production brought over
- Example: upfront payment provided forgiven through production during transition period
Key Skills
- Business Development
- Estate Law
- Sales Experience
- Trusts
- Wealth Management
- Financial Services
- Investment Experience
- Military Experience
- Securities Law
- Customer relationship management
- Financial Planning
- Wills
