Finance Sales Rep or Business Consultant

A high-growth independent wealth management and advisory firm is hiring a Finance Sales Representative / Business Consultant to join the team in Paramus, NJ. This is a ground-floor opportunity to own a book of business, learn ESOP advisory directly from one of the best in the field, 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. The Finance Sales Representative / Business Consultant will spearhead business development efforts across middle-market companies, building relationships with COIs, driving new opportunities, and guiding business owners through complex exit, ESOP, and post-transaction strategies. You’ll partner directly with founding leadership to originate, nurture, and close multi-million-dollar deals, while gaining mentorship in wealth advisory and investment banking fundamentals. The ideal candidate is competitive, resourceful, sharp, and hungry to learn. They think like an entrepreneur, work like an athlete, and never stop at the first “no.”

Finance Sales Representative / Business Consultant 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 $200K based on performance
  
  

Finance Sales Representative / Business Consultant 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.