Boutique Recruiting
Finance Sales Representative / Business Consultant
Overview
A high‑growth independent wealth management and advisory firm in Paramus, NJ is hiring a Finance Sales Representative / Business Consultant. This ground‑floor opportunity lets you own a book of business, learn ESOP advisory directly from an industry leader, and earn like a top producer without corporate ceilings or bureaucracy. If you love the hunt, thrive in relationship‑driven sales, and want to make a real financial impact, step in. This role spearheads business development across middle‑market companies, building relationships with COIs, driving new opportunities, and guiding business owners through complex exit, ESOP, and post‑transaction strategies.
Base Pay
$75,000.00/yr - $75,000.00/yr
Responsibilities
Build and expand a network of COIs to generate new deal flow
Prospect middle‑market business owners for ESOP, exit planning, and investment opportunities
Attend conferences, industry events, and networking functions to uncover pipeline opportunities
Conduct financial discovery and initial planning conversations regarding liquidity, estate planning, and asset management
Manage the full sales cycle from outreach to signed engagement (6–18 month cycles)
Collaborate with internal partners and the Sanctuary network to execute client strategies
Maintain CRM records, track the pipeline, and follow up persistently
Support client onboarding and service transition post‑close; take on more ownership as experience grows
Deliver a minimum goal of four new deals annually, with expected earnings of $200\u00a0K+ based on performance
Requirements
2+ years of sales experience with a strong networking and relationship‑building focus
Experience in wealth management, financial services, ESOP/M&A, commercial banking, or investment banking strongly preferred
Ability to understand financial statements, cash flow, and business operating fundamentals
Bachelor’s degree or relevant licensing preferred
Extremely persistent, competitive, and self‑motivated—must love the pursuit
Exceptional communication and professionalism in executive environments
Creative, resourceful, and tactical in lead generation
Entrepreneurial mindset
Benefits
High‑earning commission plan with uncapped structure
Discretionary bonus opportunity
401(k) with non‑elective contribution
Profit sharing
Medical, dental & vision
PTO + sick time + 10 paid holidays
Direct mentorship and daily access to firm principals
True growth runway into Advisor or Investment Banking track
If you’re ambitious, relational, and relentless, this is your chance to prove it. Apply and build a career that pays what you’re worth.
#J-18808-Ljbffr
A high‑growth independent wealth management and advisory firm in Paramus, NJ is hiring a Finance Sales Representative / Business Consultant. This ground‑floor opportunity lets you own a book of business, learn ESOP advisory directly from an industry leader, and earn like a top producer without corporate ceilings or bureaucracy. If you love the hunt, thrive in relationship‑driven sales, and want to make a real financial impact, step in. This role spearheads business development across middle‑market companies, building relationships with COIs, driving new opportunities, and guiding business owners through complex exit, ESOP, and post‑transaction strategies.
Base Pay
$75,000.00/yr - $75,000.00/yr
Responsibilities
Build and expand a network of COIs to generate new deal flow
Prospect middle‑market business owners for ESOP, exit planning, and investment opportunities
Attend conferences, industry events, and networking functions to uncover pipeline opportunities
Conduct financial discovery and initial planning conversations regarding liquidity, estate planning, and asset management
Manage the full sales cycle from outreach to signed engagement (6–18 month cycles)
Collaborate with internal partners and the Sanctuary network to execute client strategies
Maintain CRM records, track the pipeline, and follow up persistently
Support client onboarding and service transition post‑close; take on more ownership as experience grows
Deliver a minimum goal of four new deals annually, with expected earnings of $200\u00a0K+ based on performance
Requirements
2+ years of sales experience with a strong networking and relationship‑building focus
Experience in wealth management, financial services, ESOP/M&A, commercial banking, or investment banking strongly preferred
Ability to understand financial statements, cash flow, and business operating fundamentals
Bachelor’s degree or relevant licensing preferred
Extremely persistent, competitive, and self‑motivated—must love the pursuit
Exceptional communication and professionalism in executive environments
Creative, resourceful, and tactical in lead generation
Entrepreneurial mindset
Benefits
High‑earning commission plan with uncapped structure
Discretionary bonus opportunity
401(k) with non‑elective contribution
Profit sharing
Medical, dental & vision
PTO + sick time + 10 paid holidays
Direct mentorship and daily access to firm principals
True growth runway into Advisor or Investment Banking track
If you’re ambitious, relational, and relentless, this is your chance to prove it. Apply and build a career that pays what you’re worth.
#J-18808-Ljbffr