Leadership Track Financial Advisor / Team Leader

Fox Talent Solutions • New Jersey, NJ

9d • Hybrid

About The Position

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 leader—someone 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. This role is ideal for someone who: Has 4–8+ 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 experience—or 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 If you're 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 you're ready to think bigger than just your own book, we should talk.

Requirements

• Has 4–8+ 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 experience—or a strong desire to step into leadership
• Wants flexibility, autonomy, and a more sustainable path than high-pressure comp grids

Responsibilities

• 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)

Benefits

• Health benefits (company pays ~2/3 of premiums)
• Firm-supported recruiting and business development resources
• Forgivable note / upfront transition compensation available
• Based on assets and production brought over
• Example: upfront payment provided, forgiven through production during transition period

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed