Wealth Management Executive with business development exp.

Wealth Management Advisor Opportunity

Location: Parsippany, NJ Salary: $150,000 - $170,000 + performance incentives

Why Consider This Opportunity?

• Join a highly respected wealth management organization with nearly 40 years of industry success.

• Advisor-first culture designed to help professionals grow rather than limit their business.

• Access to in-house experts across investments, financial planning, insurance, tax, estate planning, compliance, marketing, and operations.

• Strong technology platform and resources to support business development efforts.

• Opportunity to work with high-net-worth clients, successful advisors, and institutional relationships.

• Entrepreneurial environment backed by the stability and resources of an established firm.

• Long-term career growth within a growing organization.

What You'll Be Doing

• Drive business development initiatives and expand the firm's advisor and client network.

• Recruit and build relationships with successful financial advisors, producing managers, and advisory teams.

• Develop relationships with high-net-worth individuals, families, and institutional clients.

• Leverage existing industry relationships to generate revenue and create long-term growth opportunities.

• Identify strategic opportunities across target markets and advisor channels.

• Partner with internal teams to deliver customized wealth management solutions.

• Represent the firm at industry events, networking functions, and business development meetings.

• Maintain compliance with all regulatory and firm requirements.

What You'll Need

• Proven business development success within wealth management, broker-dealer, RIA, or financial services environments.

• Experience working with wirehouse advisors, producing managers, or advisor recruiting initiatives.

• Strong understanding of wealth management, investment products, advisory services, and financial planning.

• Experience with custodial platforms, advisor networks, and advisor transition processes.

• Demonstrated ability to generate revenue through new business development.

• Existing professional network within the financial advisory industry.

• Strong communication, relationship-building, negotiation, and presentation skills.

Preferred

• Portable book of business or transferable advisor relationships.

• Experience with independent wealth management firms or broker-dealers.

• FINRA Series 7 and Series 63/66 licenses (or ability to obtain if required).