Leadership Track Financial Advisor / Team Leader

Leadership-Track Financial Advisor / Team Leader

Location: New Jersey–based preferred (hybrid/remote flexibility)
Compensation: Base salary + overrides + production + long-term upside
Experience Level: 4–8+ 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 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.

What You'll 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 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

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 success—not unrealistic production hurdles

The Bottom Line

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.