Financial Advisor - Business Development

$100k

MBC Talent Connections

Charlotte, NC

Job Description

Role: Financial Advisor – Growth & Client Strategy

Work Setup: Hybrid / Remote
Compensation: Up to $100K base + incentives + equity track

The Opportunity

Join 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 Do

Expand and manage a high-net-worth client portfolio
Provide advanced financial planning, portfolio reviews, and investment guidance
Partner with internal specialists to win and service sophisticated relationships
Contribute to growth strategy and market expansion initiatives
Position yourself to lead or launch a branch in a growth market

What You Bring

1–3 years as a licensed Financial Advisor
Active Series 7 & 66
$250K+ trailing 12-month revenue
$25MM+ AUM
At least 10 HNW client relationships ($1MM+ households)
10+ completed financial plans in the last year
Strong communication skills and a business-building mindset

Compensation & Advancement

Base salary plus performance-driven upside
Equity participation opportunity within 6–12 months
Full operational and administrative support
Shift to production model in years 1–2
Defined 3–5 year growth path with 15–25% annual targets
Additional rewards tied to branch leadership and revenue milestones

What Makes This Different

Advisor-first structure with shared success
Clear path to ownership
Team resources for complex cases
Freedom to focus on client growth, not back-office tasks

Apply

Vacancy posted 23 days ago

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