Financial Advisor - Business Development

Job Description

Job Description

Role: Financial Advisor – Growth & Client Strategy

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

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.

• 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

• 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

• 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

• 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