Financial Advisor - Business Development
Listed on 2026-08-10
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Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales
Charlotte, North Carolina, United States
About the job Financial Advisor - Business DevelopmentWork 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
Compensation & AdvancementBase 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 DifferentAdvisor-first structure with shared success
Clear path to ownership
Team resources for complex cases
Freedom to focus on client growth, not back-office tasks
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