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