About the job Financial Advisor - Business Development
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
- 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
Financial Advisor - Business Development in charlotte at Unknown Company
This position is listed as full time and able to be worked remotely.