Financial Advisor - Business Development

Financial Advisor - Business DevelopmentCharlotte, North Carolina, United StatesRole: Financial Advisor – Growth & Client StrategyWork Setup: Hybrid / Remote Compensation: Up to $100K base + incentives + equity trackThe OpportunityJoin a rapidly expanding financial services platform built for advisors who want scale, support, and ownership. This role blends client advisory, business development, and long-term leadership potential within a collaborative, high-performance environment designed to help you grow faster and serve more complex clients.What You'll DoExpand and manage a high-net-worth client portfolioProvide advanced financial planning, portfolio reviews, and investment guidancePartner with internal specialists to win and service sophisticated relationshipsContribute to growth strategy and market expansion initiativesPosition yourself to lead or launch a branch in a growth marketWhat You Bring1–3 years as a licensed Financial AdvisorActive Series 7 & 66$250K+ trailing 12-month revenue$25MM+ AUMAt least 10 HNW client relationships ($1MM+ households)10+ completed financial plans in the last yearStrong communication skills and a business-building mindsetCompensation & AdvancementBase salary plus performance-driven upsideEquity participation opportunity within 6–12 monthsFull operational and administrative supportShift to production model in years 1–2Defined 3–5 year growth path with 15–25% annual targetsAdditional rewards tied to branch leadership and revenue milestonesWhat Makes This DifferentAdvisor-first structure with shared successClear path to ownershipTeam resources for complex casesFreedom to focus on client growth, not back-office tasks