Business Development Manager

Job Title: Financial Advisor & Business Development Manager Location: Remote/U.S. (Priority in Austin, Dallas, Charlotte, Greensboro, or Louisville) Employment Type: Full-Time Our client is a high-growth, forward-thinking financial services firm focused on empowering advisors and clients through innovation, collaboration, and long-term partnership. They are actively seeking experienced and growth-oriented financial advisors who are ready to scale their impact with a dynamic team and shared success model. We're seeking a driven and experienced Financial Advisor & Business Developer to join our client's expanding team. This role is ideal for someone with an entrepreneurial mindset, a proven book of business, and a passion for delivering exceptional service to high-net-worth clients all while collaborating within a high-performance team. This is more than a traditional advisory role. You'll benefit from operational support, equity opportunities, and access to senior-level resources to help you land and manage complex relationships. Responsibilities : Build and manage your personal book of business, with a focus on high-net-worth (HNW) clients Deliver comprehensive financial planning, portfolio analysis, and strategic investment recommendations Collaborate with internal teams to close complex deals and provide exceptional client service Represent the firm's values, growth strategy, and team-based client model Participate in strategic growth planning Work toward leading or establishing a branch office in a high-growth market Qualifications : 1-3 years of experience as a licensed financial advisor Series 7 and 66 licenses required $250K+ in trailing 12-month revenue Minimum 10 HNW clients (>$1MM in household advisory relationships) 10+ financial plans completed in the past 12 months $25MM+ in current total Assets Under Management (AUM) Strong understanding of industry trends and desire to grow within an equity-sharing model Clear, confident communication skills and a passion for wealth management Compensation & Growth Path : Competitive base salary + performance incentives Equity ownership opportunity after 6-12 months Full administrative and operational support; no need to manage the book alone Transition to a production-based model after years 1-2 Transparent 3-5 year growth trajectory with 15-25% annual targets Additional incentives for launching a branch office tied to revenue milestones Why Join Our Client: Team-based culture with shared success and deep resources Clear and attainable path to equity and firm ownership Innovative, advisor-first environment where your impact is recognized Operational freedom so you can focus on growth and strategy