About Us

M Financial Planning Services is a second-generation wealth management firm with over 50 years of history serving individuals and families across multiple generations.

Our firm currently manages approximately $350–$400 million in assets, with a strong foundation built by our founder and continued growth led by the next generation of advisors.

As we enter a transition period—with one senior advisor retiring and leadership evolving over the next 5–7 years—we are focused on expanding our reach, deepening client relationships, and building a scalable growth engine for the future.

The Opportunity

We are seeking a Business Development & Growth Associate to play a key role in driving new client acquisition and modernizing our prospecting efforts. This will be a full time, in-office position, in our Marlton, NJ location.

This is not a traditional marketing role. This position is focused on:

• Generating qualified leads
• Supporting advisor-driven business development
• Building scalable prospecting systems

You will work closely with our advisors and alongside our long-tenured Marketing Director, who will continue to lead client communications, events, and internal marketing initiatives.

Key Responsibilities

Business Development & Lead Generation

• Identify and develop new client acquisition opportunities
• Build and manage prospect pipelines (individuals, families, COIs)
• Support advisors in converting prospects into long-term clients
• Develop referral strategies and centers of influence (CPAs, attorneys, etc.)

Marketing & Growth Strategy

• Execute outbound and inbound lead generation campaigns
• Optimize digital presence (LinkedIn, email outreach, website funnels)
• Track and report on campaign performance and ROI
• Implement systems to create a repeatable growth process

Brand & Prospect Engagement

• Help position the firm as a modern, next-generation advisory practice
• Assist in creating content targeted toward emerging wealth clients
• Support follow-up strategies for prospects and event attendees

Collaboration & Execution

• Partner with advisors on growth initiatives and niche targeting
• Collaborate with Marketing Director on brand consistency and messaging
• Help bridge traditional relationship-based growth with digital strategy

What We’re Looking For

• 2–6 years experience in business development, sales, or growth marketing
• Strong communication and relationship-building skills
• Self-starter mentality with a focus on measurable results
• Interest in wealth management and financial planning
• Experience with CRM systems (Redtail, Salesforce, etc.) preferred

What Makes This Role Unique

• Direct exposure to firm leadership and growth strategy
• Opportunity to help shape the future of a multi-generational firm
• Clear path to increased responsibility and potential revenue participation
• Work alongside advisors actively building and transitioning client relationships

Compensation

• Base salary + performance-based incentives tied to new business generation
• Long-term growth opportunities aligned with firm expansion

Ideal Candidate Profile

This role is ideal for someone who:

• Thinks like an entrepreneur within a growing firm
• Wants to be directly tied to revenue and growth
• Is excited about building systems, not just executing tasks
• Can operate in both a relationship-driven and data-driven environment

Where You Fit In

You will be joining at a pivotal time:

• Supporting transition of long-standing client relationships
• Helping expand into the next generation of clients
• Building a modern growth engine to complement a 50-year legacy