Boutique Recruiting · 5 hours ago
Finance Sales Rep or Business Consultant, Finance Sales Rep or Business Consultant
Paramus, NJ
Full-time
Onsite
Entry, Mid Level
2+ years expBoutique Recruiting is a high-growth independent wealth management and advisory firm seeking a Finance Sales Representative / Business Consultant to join their team in Paramus, NJ. The role focuses on business development across middle-market companies, building relationships, and guiding business owners through complex financial strategies.
EmploymentRecruitingStaffing Agency
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 0K+ based on performance
Qualification
Required
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
Preferred
Experience in wealth management, financial services, ESOP/M&A, commercial banking, or investment banking strongly preferred
Bachelor's degree or relevant licensing preferred
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
Company
Boutique Recruiting
Boutique Recruiting provides staffing, employment, temporary and permanent recruiting services for the accounting and finance sectors.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Innesa Burrola
CEO and President
Leonel J. Burrola
Chief Financial Officer
Recent News
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