Financial Advisor - Business Development
$100kMBC Talent Connections
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.
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
- 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
Vacancy posted 13 days ago
Similar jobs that could be interesting for youBased on the Financial Advisor - Business Development in Louisville, KY vacancy
- Joining our Financial Services Consulting practice is an opportunity to help make the world... ...and review of work, oversight, and development of staff. Interpret regulatory changes... ...and to client leadership. Support the business development process including interacting...SuggestedRemote work
- ...the company’s success. Job Description Financial Advisors work within a highly collaborative... ...branches and manage an assigned book of business. PNC Investments advisors execute an advice... ...client relationships through business development and networking; grow client loyalty...SuggestedWork experience placement
$90k - $110k
...Job Description Description: Drive Real Business Outcomes Through Technology At... ...environments. We are seeking a Business Advisor —a consultative sales professional who thrives... ...and account engagement Own pipeline development and progression with disciplined follow-...SuggestedWork at officeCentral Business Systems Inc
Louisville, KY24 days ago- ...proudly served its community for 60 years, providing trusted financial solutions with a member-first focus. As we continue to grow... ...are looking for an energetic and mission-driven Part-Time Business Development Officer to help expand our reach and deepen our...SuggestedHourly payPart timeLocal areaFlexible hoursAfternoon shiftEarly shift
KIT Federal Credit Union
Louisville, KY7 days ago - ...Description About DPL: At DPL Financial Partners, we are driven by... ...to market for financial advisors and their clients. DPL's Commission... ...ideal candidate for our New Business Specialist role is a detail-... ..., Support and Career Development Opportunities ~ A Collaborative...SuggestedCasual workWork at office
DPL Financial Partners
Louisville, KY5 days ago - ...advancement ~ Paid time off ~ Training & development Agent Aspirant Potential Future... ..., and the opportunity to create a financial legacy for their family. At Derek Carlton... ...dont just train salespeople we develop business leaders. The 4-Year Gauntlet...Contract workNight shiftEarly shift
Derek Carlton - State Farm Agent
Louisville, KY22 days ago - ...Wealth Management is one of the largest businesses of its kind in the world specializing... ...advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates... ...results focused and effective. The Advisor Development Program is designed for individuals...Interim roleWork at officeLocal areaImmediate startShift workDay shift
$90k - $150k
...'re more than a technology company; we're a force for good in financial services. We're redefining how community banks and credit unions... ..., then we'd love to meet you. We are seeking an experienced business analyst to work across teams to assist with a massive multiyear...Work at officeLocal areaRemote work- ...Job Description Job Description Overview The Business Development Executive is responsible for driving strategic growth of our Institutional... ...assigned markets Position the I-SNP as a clinical and financial partner, not just a payer Present the I-SNP value...
BrightSpring Health Services
Louisville, KY4 days ago $150k
...focus for RxBenefits and to support the growth we are adding a dedicated sales team that is solely focused on this segment. The Business Development Executive for the Labor segment is responsible for helping generate new business for the company through targeted approaches...Temporary workWork at officeLocal areaRemote workRxBenefits
Louisville, KY3 days ago$28.39 - $34.69 per hour
...journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support... ...develops new relationship opportunities through business development activities. Combines digital tools with strong...Temporary workWork experience placementLocal areaU.S. Bank
Louisville, KY5 days ago$60k - $63k
...in the automotive industry. \nAs an Automotive Business Consultant your primary focus will be to establish... ...(Sales Associate/Representative, Service Advisor, Sales Manager, Internet Sales Manager, Business Development Manager, F&I Manager, Controller/Office Manager,...Full timeWork at officeRemote workHome officeNight shiftReynolds & Reynolds Inc
Louisville, KY3 days ago- ...Business Banking Officer - Jeffersonville Job Category: Retail Banking/Private Banking... ..."Republic Bank believes in the development and advancement of our associates. We offer... ...Minimum of 2 years' previous experience in a financial services company required. • Minimum of...Full timeWork at officeWork visaFlexible hoursAfternoon shift
Republic Bank & Trust
Jeffersonville, IN3 days ago $90k - $105k
...Emerging Enterprise Business Development Representative Manager Atlanta, Boston, Louisville Global restaurant brands run their operation on the Crunchtime platform. Delivering a consistent guest experience across every location and managing food and labor costs...Full timeFlexible hoursCrunchTime
Louisville, KY4 days ago$65k
Cognizant is hiring an Associate DocuSign CLM Consultant in Louisville, KY. This entry-level role focuses on developing functional and technical skills in DocuSign CLM, offering structured training and mentorship. Candidates should have a Bachelor’s degree and strong communication...Work at office- JPMorgan Chase & Co. is seeking a Senior Business Banking Consultant in Louisville, Kentucky to drive business development efforts for underserved communities. In this role... ...organizations, delivering tailored financial solutions and advice. The ideal candidate will...
- U.S. Bank is seeking a Small Business Specialist 3 in Louisville, KY. This role focuses on providing comprehensive financial solutions to small businesses, requiring excellent... ...service and the ability to drive business development. Candidates should have a Bachelor's...
- PNC Financial Services Group, Inc. is seeking a dynamic banking professional in Louisville... ...client relationships in Consumer and Business Banking sectors. The ideal candidate will... ...off, benefits, and opportunities for development. #J-18808-Ljbffr PNC Financial Services...
- A leading financial services company based in Louisville, KY is seeking a detail-oriented New Business Specialist. This role involves processing annuity applications, maintaining data integrity, and collaborating with stakeholders. The ideal candidate will possess strong...
- You will be responsible for supporting Active Directory Services, DNS, Group Policy, and Sites and Services. OKTA Universal Directory and Entra. Creation of Users, Groups, Computers, OUs, Group Managed Service Accounts, and synchronization for all Identity Systems. ESSENTIAL...Work at office
- ...expands share of wallet for Consumer and Business Banking opportunities under 2MM in... ...Educates clients on options for managing financial transactions by leveraging technology,... ...time off, benefits, learning and career development, wellness programs, recognition and much...
- The IT Business Consultant monitors and measures performance metrics to evaluate the effectiveness of IT resources and drives performance optimization through process improvement initiatives. This role involves varied assignments that require interpretation, analytical...Work at office
$1,250 per month
...LOTS OF MONEY! Aurum Wireless is rapidly expanding our AT&T Business division and we are hiring aggressive, money-motivated sales professionals... ...Employee discounts Opportunity for advancement Training & development What You’ll Do Sell AT&T Business services to local...Local area- ...drive automation and process efficiencies. Key Responsibilities Business & Process Analysis: Analyze and document client business needs... ...paced environment. Opportunities for professional growth and development in the logistics and automation space. Hybrid Role - 3 days...
- ...Louisville, Kentucky, is seeking a dedicated professional for a business development role focused on relationship management and client... ...annual sales of $2MM to $5MM. You will collaborate with various financial centers to enhance client relationships and identify...
- ...Description All Dry Services of East Louisville, a leading restoration company in the Bluegrass area, is looking for a full time Business Development Manager/Outside Sales specialist to champion our brand, develop new business relationships and drive new revenue...Full timeFlexible hours
All Dry Services
Louisville, KY2 days ago - ...divh2PRN Business Office Specialist/h2pHeartland Imaging is seeking a highly motivated, enthusiastic, compassionate individual who is... ...in over 60+ communities, OIA is an imaging center management development operation that is committed to delivering an affordable diagnostic...ReliefWork at officeImmediate startShift work
- ...Business Development Manager - Louisville (Onsite) Primary Location: Louisville, Kentucky V-Soft Consulting is currently seeking Business Development Manager - Louisville in Louisville, Kentucky. Education and Experience » Bachelor’s or associate degree preferred—or equivalent...Local area
V-Soft Consulting Group
Louisville, KY4 days ago - ...Business Development Director Career Opportunity Looking for a licensed clinician for this position. Acknowledged and Appreciated for... ...goals. · Understands and manages: o The operational and financial metrics. o All marketing operations, including hiring...Full timePart timeLocal areaFlexible hours
HealthSouth
Louisville, KY3 days ago $110k - $135k
...global team. Located remotely in your geographic location or in our Rochester Hills, MI office, we are seeking a Global CVT Business Development Manager for Powersports and Scooters, you will take charge of overseeing and driving the strategic direction for the CVT (Continuously...Full timeWork at officeImmediate startRemote workRelocationGates Corporation
Louisville, KY21 hours ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Advisor - Business Development. Be the first to apply!
Related searches
- finance associate Louisville, KY
- financial advisor development program Louisville, KY
- financial planning administrator Louisville, KY
- financial planning assistant Louisville, KY
- financial associate Louisville, KY
- estate planning consultant Louisville, KY
- financial consultant Louisville, KY
- jde finance consultant Louisville, KY
- associate corporate finance Louisville, KY
- financial counselor Louisville, KY