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

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

Up to $100,000 base + performance-based incentives + equity opportunities.

• Full administrative and operational support no need to manage the book alone
• Transition to a production-based model after year 12
• Transparent 35-year growth trajectory with 1525% annual targets
• Additional incentives for launching a branch office tied to revenue milestones