Director of Business Development

Director of Business Development

Cornerstone Planning Group | Fairfield, NJ

At Cornerstone Planning Group, we are building a firm designed for growth — for our clients, our advisors, and our team. We are a culture-driven financial advisory firm committed to integrity, excellence, ownership, and creating meaningful impact in the lives of those we serve.

As our firm continues to grow, we are seeking a high-level relationship builder and strategic thinker to join our leadership team as Director of Business Development.

This is not a traditional recruiting role.

This individual will play a critical role in the future growth of Cornerstone Planning Group by identifying, attracting, and developing relationships with financial advisors who align with our vision, culture, and long-term mission. The ideal candidate is highly organized, emotionally intelligent, process-oriented, and exceptional at communication.

For candidates who are passionate about coaching, mentoring, and helping financial advisors grow professionally, this role also presents a unique opportunity to contribute to advisor development and long-term firm leadership.

Role Highlights

As Director of Business Development, you will help drive the strategic growth of the firm through advisor recruiting, relationship management, process development, and advisor support.

Advisor Recruiting & Relationship Development

• Identify and engage prospective financial advisors who align with the firm’s culture and vision
• Build and maintain strong relationships with advisor prospects throughout the recruiting process
• Communicate the firm’s value proposition with confidence, clarity, and authenticity
• Create an exceptional candidate experience from initial outreach through onboarding
• Develop long-term referral and networking relationships within the industry

Strategic Growth Initiatives

• Help execute the firm’s long-term growth strategy
• Collaborate with leadership on advisor acquisition initiatives and expansion opportunities
• Continuously improve recruiting systems, workflows, and communication processes
• Track recruiting pipeline metrics, advisor conversations, and business development activity through CRM systems

Advisor Development & Coaching

• Support the growth and development of advisors within the organization
• Assist with mentorship initiatives, accountability structures, and professional development programs
• Help create systems and processes that improve advisor success and retention
• Contribute to building a scalable growth-oriented advisor culture

Operational & Organizational Excellence

• Maintain highly organized systems and workflows
• Manage multiple projects, timelines, and ongoing relationships simultaneously
• Develop processes that improve efficiency, accountability, and communication across the organization
• Stay current on industry trends, recruiting strategies, and advisor growth best practices

What You’ll Bring

Relationship & Communication Skills

• Exceptional interpersonal, written, and verbal communication abilities
• Natural ability to build trust and connect with people
• High emotional intelligence and strong listening skills
• Professional presence with confidence and authenticity

Organization & Execution

• Highly organized with exceptional follow-through
• Ability to manage multiple moving pieces in a fast-paced environment
• Process-oriented mindset with the ability to improve systems and workflows
• Strong project management and accountability skills

Experience

• Experience in business development, recruiting, relationship management, financial services, coaching, consulting, or a related field preferred
• Experience within the financial advisory/RIA industry is strongly preferred
• Leadership, coaching, or mentorship experience is a significant plus

Technology & Systems

• Technology experience preferred (Wealthbox, GoHighLevel, LinkedIn)
• Strong proficiency in Microsoft Office and communication platforms
• Ability to learn and adapt to evolving systems and technology

Who You Are

You are someone who thrives on building relationships, creating opportunities, and helping others grow. You bring energy, professionalism, and ownership into every interaction. You are highly motivated, organized, and excited by the opportunity to help build something meaningful alongside a growth-oriented leadership team.

You are not looking for “just a job.”

You are looking for an opportunity to make a lasting impact.

Cornerstone’s Core Values

We’ve built a culture where high performers thrive, and every team member plays a vital role in our collective success.

Balanced: We stay centered through clarity.

Responsible: We take extreme ownership of our impact.

Intentional: We act the focus, foresight, and purpose.

Connected: We are relationship-first.

Kind: We lead with empathy and respect.

Position Benefits

• Covered Health Insurance, Life Insurance, & Long-Term Disability
• Federal Holidays
• Gym Reimbursement
• Flexible Paid Time Off (PTO) Policy
• Professional Development Budget
• 401(k) Match with Profit Sharing

Compensation

Compensation structure will be based on experience, qualifications, and the ability to contribute to the firm’s long-term growth initiatives.

Performance incentives and long-term growth opportunities are available for the right candidate.

REQUIRED – Applicants who do not complete this step will not be considered

Apply here on LinkedIn and email [email protected] with the following:

1. Which Cornerstone Core Value do you most identify with and why?
2. What specifically about Cornerstone Planning Group stand out to you?
3. Why do you believe you would succeed in a business development and relationship-building role?
4. Attach your resume to the email